Head of Capital Formation

Job Summary

A growing private equity firm is seeking a Head of Capital Formation to lead fundraising and investor relations efforts across its platform. This individual will be responsible for developing and executing capital raising strategies, with a particular focus on wealth channel investors, family offices, registered investment advisors (RIAs), private banks, and ultra-high-net-worth individuals (UHNWIs). The ideal candidate will bring a proven fundraising track record, deep private wealth relationships, and experience raising capital for private market investment strategies.

Responsibilities

• Develop and execute the firm's overall capital formation and fundraising strategy.
• Lead fundraising efforts across flagship funds, co-investment opportunities, and bespoke investment solutions.
• Drive the full fundraising lifecycle, from investor sourcing and outreach to due diligence and closing.
• Partner closely with the investment team to articulate investment strategy, portfolio performance, market positioning, and value creation initiatives.
• Oversee investor relations activities, including quarterly reporting, annual meetings, portfolio updates, and investor communications.
• Evaluate and expand distribution channels and strategic partnerships globally.
• Monitor investor sentiment, fundraising trends, and competitive market dynamics to inform strategic decision-making.
• Manage and mentor capital formation and investor relations professionals as the platform grows.
• Represent the firm at conferences, industry events, and investor meetings.

Qualifications

• Bachelor's degree required; MBA, CFA, or other advanced credentials preferred.
• 10+ years of experience in capital formation, fundraising, investor relations, institutional sales, or business development within private equity or alternative investments.
• Demonstrated success raising capital from institutional investors.
• Established network across pensions, endowments, foundations, family offices, consultants, and other institutional allocators.
• Strong understanding of private market investment strategies and fund structures.
• Exceptional communication, presentation, and relationship management skills.
• Ability to operate strategically while also executing at a high level in a fast-paced environment.
• Experience managing fundraising teams and cross-functional initiatives is highly preferred.