Platform Strategy Manager – Private Capital
Listed on 2026-10-11
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Finance & Banking
Financial Analyst -
Business
Financial Analyst
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
The Platform Strategy Manager – Private Capital leads strategic initiatives to design, optimize, and scale private capital investment platforms. The role combines strategy development, cross‑functional project management, and analytical insights to improve investment workflows, enhance capital deployment, and create value across private capital programs.
This position works closely with investment teams, operations, technology, and senior leadership to implement platform solutions that support portfolio growth, operational efficiency, and investor experience.
Key ResponsibilitiesDefine and execute platform strategy to support private capital initiatives and investment programs
Lead cross‑functional projects to optimize investment workflows, reporting, and portfolio management tools
Conduct analysis of portfolio performance, investment operations, and market trends to inform strategic decisions
Collaborate with technology, operations, and investment teams to enhance platform functionality and scalability
Develop dashboards, metrics, and reporting tools to monitor platform performance and investment outcomes
Identify opportunities to improve efficiency, reduce risk, and enhance the investor experience
Support senior leadership in strategic planning, presentations, and decision‑making for private capital programs
Ensure initiatives comply with governance, regulatory, and industry best practices
Preferred QualificationsBachelor’s degree in Finance, Economics, Business Administration, or a related field
Experience in private capital, asset management, investment operations, or platform strategy
Strong analytical and problem‑solving skills with experience using data to inform strategic decisions
Proficiency in Excel; familiarity with PowerPoint, SQL, Python, or project management tools is a plus
Excellent written and verbal communication skills for collaboration across teams and leadership
Demonstrated ability to manage complex projects and drive results in a fast‑paced environment
Strong interest in private capital, investment strategy, and platform innovation
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