VP – Capital Formation

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Summary

Looking for a VP to join our team


Company Information:

Private Credit fund with over $5M in AUM


Job Description:
  • Assist in managing capital raising initiatives across the firm’s investment strategies by investor relationship development
  • Support capital formation in the growth of investor capital and the formation of new investment vehicles
  • Oversee project management and pitches
  • Oversight of codification of strategy/structure/sponsor messaging, marketing/sales materials, fund documentation, compliance, investor due diligence and closings for the investment vehicle
  • Existing Investors -provide updates on the performance of relevant investment vehicles, the Firm’s economic outlook and trends in the real estate and capital markets
  • Potential Investors-meet with clients, prospects and/or intermediaries to explain the investment philosophy, process and performance of specific real estate investment products

Requirements / Qualifications:
  • Bachelor’s degree in related field
  • 5+ years in related field (investment or financial services)
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Strong written and verbal communication skills, internal and external professional communications
  • Excellent presentation and leadership skills

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