✦ Luna Orbit — Finance & Accounting

Capital Markets - Investor Services Associate

at Prosper

📍 Remote, US Remote 💰 $88K – $132K USD / year Posted March 04, 2026
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Position Details

Salary $88K – $132K USD / year
Type Full-Time
Experience mid
Exp. Years 2+ years
Education Bachelor’s degree in finance, economics, business or a related field
Category Finance & Accounting

About this role

This role involves managing institutional investor accounts, supporting capital markets transactions, and analyzing data to deliver client solutions in a fintech environment.

Key Responsibilities

  • Manage investor relationships
  • Support capital markets transactions
  • Perform data analysis using GCP and Excel
  • Assist with investor reporting
  • Collaborate with internal stakeholders

Technical Overview

Proficiency in Excel, SQL, and Google Cloud Platform for data analysis and reporting, with a focus on client relationship management within financial services.

Ideal Candidate

The ideal candidate is a mid-level analyst with 2+ years of experience in client-facing roles within fintech or financial services, possessing strong analytical skills, attention to detail, and proficiency in Excel and SQL. They should be capable of managing institutional investor relationships and supporting capital markets transactions.

Must-Have Skills

Bachelor’s degree in financeeconomicsbusiness or a related field2+ years of experience in a client-oriented roleStrong knowledge of MS Office suiteespecially ExcelProven ability to provide exceptional client serviceStrong written and verbal communication skills

Nice-to-Have Skills

Basic knowledge of SQL

Tools & Platforms

Google Cloud PlatformMicrosoft Excel

Required Skills

Relationship ManagementInstitutional InvestorCapital MarketsSQLGoogle Cloud PlatformExcelClient ServiceData AnalysisFinancial ServicesFintech

Hard Skills

Microsoft ExcelExcelSQLStructured Query LanguageGoogle Cloud PlatformGCP

Soft Skills

attention to detailbusiness acumenproblem solvingorganizational skillscommunication skillsself-motivated

Industry & Role

Industry Fintech
Job Function Client relationship management and data analysis in capital markets

Keywords for Your Resume

Relationship ManagementInstitutional InvestorCapital MarketsSQLGoogle Cloud PlatformMicrosoft ExcelClient ServiceData AnalysisFinancial ServicesFintechAccount ManagementDue DiligenceSecuritizationsWarehouse FacilitiesAd-hoc TasksExcel

Deal Breakers

Less than 2 years of relevant experience, Lack of proficiency in Excel or SQL, No experience in financial services or fintech, Inability to work remotely in the US

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