Capital Transaction Specialist

Capital Transaction Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer)

This job description represents a sample Capital Transaction Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in capital operations, investment transaction support, and portfolio management.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, credit, venture capital, real assets), and investment strategy.

The Capital Transaction Specialist supports investment and portfolio teams by managing capital activity, executing investment transactions, and ensuring the accuracy of portfolio records. This role requires strong operational skills, attention to detail, and the ability to coordinate across internal teams and external partners.

The position is critical to the smooth execution of capital calls, distributions, and portfolio funding, while also contributing to reporting and operational efficiency.

Execute and manage capital transactions, including capital calls, distributions, transfers, and contributions

Maintain accurate records of capital activity and investment positions

Assist with cash flow monitoring, reconciliation, and P&L reporting for portfolio holdings

Collaborate with portfolio managers, finance, operations, and external partners to ensure timely and accurate transaction processing

Build and maintain dashboards, reports, and analytics to track capital movements and investment activity

Ensure compliance with internal policies, legal agreements, and regulatory requirements

Identify operational risks, errors, or inefficiencies and propose improvements

Prepare daily, weekly, and ad-hoc reports for investment teams and senior management

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field

Knowledge of capital operations, investment transactions, or portfolio management processes

Strong analytical, organizational, and problem-solving skills

Proficiency in Excel; familiarity with portfolio management systems or workflow tools is a plus

Ability to work effectively in a fast-paced, deadline-driven environment

Clear written and verbal communication skills

Interest in capital operations, investment processes, and portfolio reporting

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investment and portfolio teams

Interview preparation for capital operations, transaction support, and investment workflow roles