Company Background

Private markets investment firm is seeking a senior capital formation executive to lead and expand its institutional fundraising efforts. Led by an experienced investment team with decades of shared experience, the organization operates with a collaborative, entrepreneurial culture that emphasizes excellence, long-term relationships, and disciplined execution.

Position Overview

The firm is seeking a Head of Capital Formation to lead its institutional fundraising, business development, and marketing efforts. Reporting directly to the firm's senior leadership, this individual will be responsible for developing and executing the firm's capital formation strategy while building and leading the fundraising function over time. The successful candidate will oversee outbound business development initiatives, strengthen relationships with existing investors, cultivate new institutional partnerships, and help shape the firm's long-term fundraising strategy. This role offers significant visibility and influence within a growing investment platform.

The firm's existing investor base includes highly regarded institutional investors with strong long-term relationships. The investment strategy is differentiated within the market, creating an opportunity for a sophisticated fundraising professional to refine the firm's messaging, enhance marketing materials, and articulate a compelling value proposition to prospective investors.

The ideal candidate will bring both strategic vision and execution capabilities. This individual will develop a comprehensive global investor acquisition plan and continue to evolve the firm's capital formation strategy and market positioning. Tactically, they will lead day-to-day fundraising activity through disciplined pipeline management, proactive investor outreach, and consistent relationship development. The anticipated fundraising timeline provides sufficient opportunity for the successful candidate to become deeply familiar with the firm's investment philosophy, portfolio, and investor base before leading future fundraising initiatives. Early engagement with both current and prospective investors will focus on relationship building and market education, laying the foundation for future capital raising efforts.

Candidate Profile

The successful candidate will likely possess:

• 15+ years of experience in institutional capital formation, investor relations, or business development within a leading private markets investment firm.
• A demonstrated track record of successfully raising institutional capital.
• Experience marketing long-duration private investment strategies; private equity experience is preferred.
• Strong business development capabilities, including a proven outbound sales process and success cultivating institutional investor relationships.
• Experience developing relationships with investment consultants and other key market intermediaries.
• Experience building, managing, and mentoring fundraising or client-facing teams.
• A disciplined, process-oriented approach to pipeline management and client relationship development.
• Demonstrated success navigating sophisticated institutional allocators and complex investment organizations.
• Exceptional interpersonal skills and emotional intelligence, with the ability to establish long-term trusted relationships.
• A hands-on, entrepreneurial mindset and willingness to contribute across multiple aspects of the business.
• A collaborative leadership style with the ability to balance strategic leadership and day-to-day execution.
• Prior investment banking experience is viewed favorably.
• Ability to thrive in a high-performance, high-expectation environment.
• Proficiency with CRM systems and standard business productivity software, including Salesforce and Microsoft Office.

Location

NYC; in-office (4-5 days per week) except when traveling

Compensation

Salary: $250 - $450k salary + bonus + carry