Capital Introduction Administrator

Your role

Position Summary:
The Junior Cap Intro Administrator provides essential support to the Capital Introduction team, assisting with scheduling, data entry, and coordination tasks. This entry-level position is ideal for someone looking to start a career in financial services, particularly in hedge fund or investor relations environments.

Your team

Key Responsibilities:
• Scheduling & Coordination:
o Assist with organizing meetings and calls between hedge fund clients and institutional investors.
o Coordinate logistics for roadshows, conferences, and Cap Intro events.

• Database Management:
o Input and update data in CRM systems (e.g., Salesforce or internal platforms) to track meetings, investor contacts, and fund profiles.
o Ensure accurate documentation of all interactions and client activity.

• Administrative Tasks:
o Prepare meeting materials, agendas, and follow-up notes.
o Maintain email distribution lists and support the delivery of newsletters or investor updates.

• Event Support:
o Help with event preparation, including attendee tracking, printing materials, and coordinating logistics.

• Team Support:
o Provide general administrative assistance to the Cap Intro team, including calendar management and basic reporting.

Your expertise

Qualifications:
• Bachelor’s degree (Finance, Business, Economics, or related field preferred).
• 6-10 years of experience in financial services, administration, or internship experience in a similar field.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office (especially Excel, Outlook, and PowerPoint).
• Strong communication skills and willingness to learn in a fast-paced environment.
• Familiarity with CRM systems or databases.
• Interest in hedge funds, private markets, or institutional investing.
• Previous internship or administrative experience in a finance-related role.