Our client is a well-established alternative investment platform with a multi-billion-dollar real estate investment business and a long track record of acquiring, managing, and operating assets across multiple sectors. The firm has successfully raised and deployed significant capital across a variety of investment vehicles and continues to experience strong fundraising momentum.
They are seeking a Vice President of Capital Formation to source, develop, and maintain relationships with family offices, high net worth individuals, RIAs, and institutional investors across the United States and internationally. This individual will be a key member of the firm's fundraising effort, responsible for increasing assets across multiple investment products and helping build a diversified investor base. The ideal candidate will possess a demonstrated track record of raising capital within alternative investments and a well-established network of investor relationships.
This is a highly entrepreneurial opportunity offering substantial earning potential, direct exposure to executive leadership, and the ability to make an immediate impact on a rapidly growing investment platform.
The Vice President of Capital Formation will be responsible for:
- Raising capital across the firm's suite of alternative investment offerings.
- Developing and cultivating relationships with family offices, high net worth investors, RIAs, and institutional allocators.
- Identifying new investor prospects and generating qualified fundraising opportunities.
- Managing the fundraising process from initial outreach through subscription and investor onboarding.
- Educating prospective investors on the firm's investment strategies and offerings.
- Maintaining a robust pipeline of prospective investors and capital commitments.
- Working directly with executive leadership to execute fundraising initiatives and long-term growth objectives.
- Attending investor meetings, conferences, and industry events to expand the firm's network and visibility.
- Providing exceptional relationship management and ongoing support to investors.
- Supporting asset growth targets while helping maintain a diversified investor base.
The Vice President of Capital Formation should have:
- 5+ years of capital raising, investor relations, fundraising, or business development experience within alternative investments.
- A verifiable track record of successfully raising capital from family offices, HNW investors, RIAs, and/or institutional investors.
- An existing network of investor relationships that can be leveraged immediately.
- Experience marketing private market investment products, preferably within real estate, private credit, infrastructure, or related alternatives.
- Strong understanding of capital formation best practices and investor acquisition strategies.
- Exceptional communication, presentation, and relationship management skills.
- A highly entrepreneurial approach and the ability to operate independently.
- Demonstrated success sourcing and closing new investor relationships.
- FINRA licenses are a plus but not required.
- Real estate fundraising experience strongly preferred.