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Primary Fund Placement Analyst – Project Management, Distribution
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
- Engage directly in the capital-raising process for premier private equity firms worldwide
- Work closely with the Fund Placement and Distribution team
- Represent Harris Williams throughout the entire client engagement
- Support diverse projects involving private equity, private credit, hedge funds, real estate, venture capital, tax equity, and co-investments
- Build relationships with family offices, funds of funds, sovereign wealth funds, endowments, foundations, and pensions
- Participate in hands‑on onboarding, training, mentorship, and learning opportunities
- Respond quickly to emails and calls in an on‑call, in‑office role
- Stay aligned with the team on active work streams and upcoming tasks
- Quality‑check personal and teammates' work products for accuracy
- Seek feedback after key deliverable completion and work ahead on upcoming tasks
- Communicate thoughts and ideas verbally and in writing during internal and client/C‑suite discussions
- Bachelor's degree from a four-year institution
- Cumulative GPA of 3.2 or higher
- Ability to work in the U.S. without sponsorship
- Understanding of Excel formulas, data validation, macros, tables, and conditional formatting
- Understanding of financial principles, terminology, and concepts
- Ability to identify trends in data and articulate their impact
- CRM/Salesforce experience is a plus, but not required
- Comparable combination of education, job‑specific certifications, and experience may be considered in lieu of a degree
- No required certifications
- No required licenses
Demonstrates strong financial acumen and the ability to engage in capital‑raising processes while building relationships with various investment entities. Proficient in Excel and capable of analyzing data trends to support private equity and investment projects.
Highest-signal resume keywords- Capital‑Raising Process
- Financial Principles
- Excel Formulas
- Data Analysis
- Client Engagement
- Excel Formulas
- Data Validation
- Macros
- Tables
- Conditional Formatting
- Financial Principles
- Data Analysis
- Communication
- Relationship Building
- Mentorship
- Feedback Seeking
- Private Equity
- Private Credit
- Hedge Funds
- Venture Capital
- Family Offices
- Sovereign Wealth Funds
- Endowments
- Foundations
- Pensions
- CRM
- Salesforce
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