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
Compensation
Base salary of approximately $200,000-$250,000
Performance-based incentive compensation tied directly to fundraising success
Additional earnings opportunity through a percentage of capital raised
Potential for long-term economic participation based on sustained performance and contribution
Significant upside for individuals with a demonstrated ability to generate and maintain investor relationships
Numbers & Facts
Location
Rancho Santa Margarita, CA
Salary
$200,000–$250,000 Per Year
Skills
Business Developmentunmatched
Calendar Managementunmatched
Conferencesunmatched
Due Diligenceunmatched
Entrepreneurshipunmatched
Fundraisingunmatched
High Net Worthunmatched
Investment Capitalunmatched
Investment Managementunmatched
Investment Strategyunmatched
Investor Relationsunmatched
Leadershipunmatched
Licensingunmatched
Marketingunmatched
Presentation/Verbal Skillsunmatched
Real Estateunmatched
Registered Investment Advisor (RIA)unmatched
Relationship Managementunmatched
Rich Internet Application (RIA)unmatched
Salesunmatched
Team Playerunmatched
Willing to Travelunmatched
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