Analyst - IR/Project Management - Placement Agent

Venture Search is partnered with a Tier 1 Placement Agent, who are looking for 2023 and 2024 grads to join their Project Management team in NYC. Candidates must have experience from a Placement Agent/PFG, or in Private Markets IR/BD to be considered.

Key Responsibilities:

• Manage and track multiple live fundraising processes simultaneously, including timelines, deliverables, and investor communications
• Coordinate preparation, version control, and distribution of marketing materials (PPMs, pitch decks, DDQs, data room materials)
• Support investor relations efforts, including CRM updates, investor tracking, and reporting
• Act as a liaison between senior sales professionals, investment teams, compliance, and external stakeholders
• Maintain detailed project plans, task lists, and status updates for internal leadership
• Assist with RFPs, investor due diligence requests, and follow-up materials
• Ensure compliance with regulatory and internal approval processes
• Support ongoing improvement of internal project management and fundraising workflows

Qualifications & Requirements:

• Bachelor’s degree (2023 or 2024 graduate) from a top-tier university
• FINRA Series 7 and Series 63 licenses (required)
• Prior in-house Investor Relations or sales experience, preferably within asset management, private markets, or financial services
• Strong project management, organizational, and multitasking skills
• Exceptional attention to detail and ability to manage competing priorities under tight deadlines
• Strong written and verbal communication skills
• Proficiency in Microsoft Excel, PowerPoint, and CRM systems (e.g., Salesforce)