Strategic Advisory Specialist – Private Capital

Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

Location: New York, NY

Employment Type: Full-Time

Position Overview

Strategic Advisory Specialist – Private Capital supports investment teams, portfolio companies, and limited partners by providing strategic guidance, capital planning, and portfolio advisory services. The role combines financial analysis, market research, and client‑facing advisory work in a dynamic private capital environment.

Key Responsibilities

• Advise clients and internal stakeholders on private capital investment strategies, fund structuring, and portfolio allocation
• Conduct due diligence on funds, portfolio companies, and alternative investments to support strategic decision‑making
• Develop and maintain dashboards, reports, and tools for portfolio performance, capital deployment, and risk monitoring
• Prepare client‑facing presentations, investment memoranda, and strategic recommendations
• Collaborate with operations, compliance, and legal teams to ensure accurate documentation and process alignment
• Monitor portfolio performance, market trends, and key performance metrics to identify opportunities for growth or optimization
• Support the execution of strategic initiatives across portfolio companies and client investments
• Identify risks, inefficiencies, and opportunities to improve investment outcomes and client satisfaction

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Knowledge of private capital markets, fund structures, and portfolio strategy
• Experience or coursework in private equity, venture capital, alternative investments, or investment advisory (preferred but not required)
• Strong analytical and quantitative skills with high attention to detail
• Proficiency in Excel, PowerPoint, and financial modeling; familiarity with portfolio management or reporting platforms is a plus
• Excellent written and verbal communication skills for client and internal presentations
• Ability to work in a fast‑paced, collaborative, client‑facing environment
• Interest in strategic portfolio management, capital planning, and private capital advisory