Supports the Managing Director across investor relations, capital raising, and firm operations. Attends investor and management meetings, records commitments, coordinates follow-ups, maintains CRM and contact records, prepares meeting materials, researches prospects, supports due diligence, and tracks team priorities. The role also serves as an investor contact, coordinates meeting logistics and travel, and gradually assumes greater management responsibility.

Processes and approves funding requests, releases bank funds, verifies banking documentation, posts receipts and interest, reconciles cash with accounting records, manages cash fundings across entities, and supports line-of-credit administration. The role collaborates with account and relationship managers, communicates funding information, prepares banking confirmations and reports, and performs treasury calculations. It requires accuracy, attention to detail, communication skills, Excel proficiency, and the ability to work independently in a fast-paced environment.