Asset & Wealth Management, Alternatives Capital Formation, Vintage Strategies - Real Estate, Managing Director/Vice President - New York

Responsibilities

• Lead client engagement and product management across the full fundraising lifecycle for the Vintage Real Estate strategies, including fund launches, interim closes, final close, and post-close investor engagement.
• Serve as a core commercial partner to the secondaries investment team, collaborating closely on fund strategy, mandate design, vehicle structuring, and positioning to ensure alignment between investment objectives and investor demand.
• Manage a high volume of investor interaction across the investor lifecycle, including due diligence processes, portfolio and performance updates, ongoing investor requests, and ad hoc projects, such as bespoke mandates and tailored liquidity or co-investment structures.
• Own and drive go-to-market execution in partnership with senior stakeholders, including defining target investor segments, shaping fundraising strategy, drafting and refining marketing narratives, tracking fundraising progress versus objectives, and refining strategy based on investor feedback.
• Develop, produce, and continuously refine investor materials across the Vintage Real Estate platform, including marketing presentations, data rooms, performance reporting, update calls, and bespoke analyses; incorporate insights from investor dialogue to enhance clarity, relevance, and effectiveness of materials.
• Cook up and coordinate closely with internal stakeholders across the firm, including Legal, Compliance, Risk, Operations, Controllers, Tax, and senior management, to respond efficiently and accurately to inbound investor inquiries and to support fund structuring and execution.
• Oversee completion of due diligence and recurring investor deliverables, including DDQs, RFPs, consultant questionnaires, and custom data requests; manage competing priorities and timelines in a fast-paced, fundraising-driven environment.
• Effectively articulate the Vintage Real Estate and secondaries investment thesis to both internal and external audiences, including how secondaries fit within broader private markets and real estate portfolio construction.
• Act as a key point of contact for internal sales and distribution channels, including private wealth, institutional sales, and third-party distribution, responding to questions from senior stakeholders regarding fund strategy, performance, positioning, and investor demand.

Qualifications

• 15+ years of relevant experience in Capital Formation, Investor Relations, Client Solutions, Investment Banking, Private Markets Investing, or a closely related role, with demonstrated exposure to private equity, real estate, or alternative investment strategies.
• Strong understanding of private markets products and structures, including fund economics, vehicle design, fundraising mechanics, and the institutional investor due diligence process; experience with secondaries, real estate, or complex structured solutions preferred.
• Exceptional written and verbal communication skills, with the ability to clearly and credibly articulate investment strategies, performance, and risk considerations to sophisticated internal and external stakeholders.
• Highly developed analytical and problem-solving capabilities, including comfort working with performance data, portfolio analytics, and investment-related materials to support investor discussions and decision-making.
• Demonstrated ability to manage high volumes of work in a fast-paced environment, balancing multiple concurrent projects and deadlines while maintaining high standards of quality, accuracy, and responsiveness.
• Strong organizational skills and attention to detail, with a proven track record of delivering precise, error-free materials across marketing, due diligence, and investor reporting workflows.
• Collaborative, team-oriented mindset with demonstrated ownership mentality, including the ability to operate independently, proactively identify issues or opportunities, and take on increasing responsibility over time.