Syndication Specialist

Location:

New York, NY
Employment Type:

Full-Time
Estimated Compensation:

$140,000 – $185,000 total annual compensation (varies by employer)
Position Overview

The

Syndication Specialist

supports investment and fund teams by managing the syndication of investment opportunities, coordinating with investors, and ensuring smooth execution of capital commitments. This role blends financial analysis, investor communication, and operational coordination to help raise and manage capital efficiently.
The position involves close collaboration with portfolio managers, investor relations teams, legal and compliance teams, and external partners.
Key Responsibilities

Assist in structuring and syndicating investment opportunities to institutional and qualified investors
Coordinate investor communications, including term sheets, subscription documents, and updates
Maintain accurate records of investor commitments, allocations, and capital calls
Support the preparation of investor reports, presentations, and dashboards
Track syndication progress, monitor deadlines, and ensure timely execution of capital transactions
Collaborate with legal, compliance, and operations teams to ensure documentation and regulatory requirements are met
Identify operational or transactional risks and propose process improvements
Preferred Qualifications

Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field
Strong understanding of private capital markets, fund structures, and syndication processes
Experience or coursework in financial analysis, capital raising, or investor relations
Advanced analytical and organizational skills with high attention to detail
Proficiency in Excel; familiarity with CRM or investor management platforms is a plus
Ability to manage multiple priorities and meet tight deadlines
Excellent written and verbal communication skills
Interest in private equity, co-investments, and investor relations

#J-18808-Ljbffr