Vice President of Capital Formation
Vice President of Capital Formation
Role Overview
Our client is a growing alternative investment manager with a well-established track record, diversified investment platform, and an increasingly institutional investor base. The firm invests across multiple real estate asset classes and credit strategies and is seeking a Vice President of Capital Formation to help accelerate fundraising efforts and expand strategic investor relationships.
This individual will serve as a senior member of the capital formation function, focused on originating new investor relationships, raising capital across multiple investment vehicles, and strengthening the firm's presence within key investor channels. The role is highly external-facing and requires extensive travel, strong relationship-building capabilities, and the ability to represent the firm with professionalism, credibility, and integrity.
The Vice President of Capital Formation will be responsible for:
Leading capital formation efforts across the firm's investment platforms, including fund and transaction-level offerings
Developing and managing relationships with Registered Investment Advisors (RIAs), institutional investors, and high-net-worth investors
Originating new investor relationships and cultivating long-term capital partnerships
Representing the firm through investor meetings, conferences, due diligence sessions, and industry events
Working closely with senior leadership to execute fundraising initiatives and investor engagement strategies
Serving as a key ambassador for the firm's investment platform and market positioning
Partnering with internal Investor Relations, Investor Operations, and marketing professionals to deliver a best-in-class investor experience
Maintaining an active travel schedule and meeting with investors across the country
Communicating investment opportunities across a diversified portfolio of equity and credit strategies
Contributing to the continued growth and institutionalization of the firm's capital formation platform
The Vice President of Capital Formation should have:
7-10+ years of experience in capital formation, fundraising, investor relations, business development, or institutional sales within alternative investments
A demonstrated track record of successfully raising capital from RIAs, institutional investors, and/or high-net-worth investors
Established relationships within the RIA channel, which represents the firm's highest-priority fundraising focus
Experience independently sourcing, developing, and closing investor relationships
Strong understanding of alternative investment products, with real estate investment experience preferred
Experience fundraising across both equity and credit investment strategies preferred
Appropriate industry licensing and the ability to meet directly with investors
A polished, professional presence with exceptional communication and presentation skills
An entrepreneurial mindset and willingness to operate in a highly collaborative, hands-on environment
A reputation for integrity, accountability, and strong work ethic
The ability and willingness to travel extensively (60-90%) as part of the role
A strong cultural fit within a relationship-driven organization that values collaboration, accessibility, and long-term partnerships
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.