Vice President, Investor Relations and Capital Formation

The Vice President, Investor Relations and Capital Formation will run the investor relations engine for the group's fund platform, owning the relationship platform and the capital formation funnel end to end. The role suits a candidate who has run fund marketing operations at an institutional standard and wants to build that function, and the team behind it, from the foundation.

What You Will Do

The key responsibilities include running the capital formation funnel, managing diligence, coordinating roadshows, supporting investor onboarding, producing investor materials, preparing senior coverage, integrating convening, owning the relationship platform, reporting on the funnel, controlling access, developing the Analyst, and operating within private placement marketing constraints.

Why It Might Be a Fit

The ideal candidate has 6 to 10 years of experience in investor relations, capital formation, private placement, or fund marketing operations at an alternative asset manager, placement agent, fund administrator, or investment bank. They should have hands-on experience running DDQs, data rooms, and subscription processes, and exposure to multiple alternative strategies, such as credit, special situations, and private equity.

Requirements

• 6 to 10 years of experience in investor relations, capital formation, private placement, or fund marketing operations
• Hands-on experience running DDQs, data rooms, and subscription processes
• Exposure to multiple alternative strategies, such as credit, special situations, and private equity
• Working knowledge of fund marketing compliance and private placement rules
• Familiarity with institutional reporting standards and standard DDQ formats
• Demonstrated accountability as a CRM administrator and data owner, ideally in Salesforce
• Experience with marketing automation tools and data providers such as Preqin or PitchBook
• Exceptional business writing skills
• Strong organization across multiple time zones and workstreams
• Discretion with confidential information and a high degree of ethics and integrity

Benefits

• 100% company-paid medical, dental, and vision plans
• Unlimited Flexible Time Off
• Personalized career roadmap for each employee
• Professional development through training and educational opportunities