Capital Raise Assistant
Posted yesterday
pravati capitalScottsdale (AZ)
Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveMiscellaneous Financial Investment Activities
SENIORITY
Junior
About the role
We are seeking a highly organized and proactive Assistant to support Pravati Capital's Capital Raise Department. This role is critical for managing investor communications, CRM workflows, and marketing initiatives. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional attention to detail, and is comfortable with technology-driven processes.
Responsibilities Provide administrative support for capital raising activities
Manage calendars, schedule investor meetings, and coordinate travel
Prepare and edit investor correspondence, reports, and presentations
Handle confidential investor information with discretion
Manage Zoho CRM tasks: data entry, reporting, dashboards, and workflow updates
Support email campaigns and marketing automation in Zoho
Assist with webinar coordination and investor event logistics
Qualifications 0–2 years of experience
Interest in business development and/or sales
Strong organizational and time-management skills; excellent written and verbal communication
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Required: Experience with Zoho CRM and Zoho Marketing tools
Ability to work independently and prioritize tasks effectively
Professional demeanor and strong interpersonal skills
Growth Opportunities & Core Values At Pravati Capital, we believe in fostering growth and development. This role offers exposure to investor relations and capital markets, providing a pathway for advancement within the organization. We live by our core values.
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