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