Strategic Advisory Specialist – Private Capital

Location: New York, NYEmployment Type: Full-TimeEstimated Compensation$140,000 – $185,000 total annual compensation (varies by employer)About This PostingThis job description represents a sample Strategic Advisory Specialist – Private Capital 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 roles supporting private capital advisory, portfolio strategy, and investment planning.Actual openings may vary based on employer focus (private equity, venture capital, alternative investments, or institutional advisory).For more information on the Career Launch AI Talent Network, visit:https://www.careerlaunch.ai/Position OverviewStrategic Advisory Specialists – Private Capital support 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.These specialists collaborate closely with investment professionals, client relationship managers, operations, and legal teams to execute strategic initiatives, optimize capital deployment, and enhance portfolio outcomes.Key ResponsibilitiesAdvise clients and internal stakeholders on private capital investment strategies, fund structuring, and portfolio allocationConduct due diligence on funds, portfolio companies, and alternative investments to support strategic decision-makingDevelop and maintain dashboards, reports, and tools for portfolio performance, capital deployment, and risk monitoringPrepare client-facing presentations, investment memoranda, and strategic recommendationsCollaborate with operations, compliance, and legal teams to ensure accurate documentation and process alignmentMonitor portfolio performance, market trends, and key performance metrics to identify opportunities for growth or optimizationSupport the execution of strategic initiatives across portfolio companies and client investmentsIdentify risks, inefficiencies, and opportunities to improve investment outcomes and client satisfactionPreferred QualificationsBachelor’s degree in Finance, Economics, Accounting, Business, or a related fieldKnowledge of private capital markets, fund structures, and portfolio strategyExperience 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 detailProficiency in Excel, PowerPoint, and financial modeling; familiarity with portfolio management or reporting platforms is a plusExcellent written and verbal communication skills for client and internal presentationsAbility to work in a fast-paced, collaborative, client-facing environmentInterest in strategic portfolio management, capital planning, and private capital advisoryAbout The Career Launch AI Talent NetworkThe Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:Skills-based role matchingResume and profile optimizationGuidance on outreach to private capital and investment teamsInterview preparation for portfolio, capital, and strategic advisory rolesTo learn more or express interest in private capital advisory roles, visit:https://www.careerlaunch.ai/