VP - Capital Formation

About the Role

A New York-headquartered private credit firm with approximately $3.0B in assets under management is seeking a professional to lead efforts in capital formation and communications. The firm specializes in providing liquidity solutions to alternative asset managers and operates within the rapidly expanding fund finance market.

Responsibilities

• Identify opportunities and challenges to effectively reach investors and prospects.
• Collaborate with the investment team to align capital formation and marketing efforts.
• Produce and execute investor-facing campaigns with internal and external teams.
• Prepare pitch materials, investor presentations, and data room content.
• Maintain external relationships aligned with firm objectives.
• Ensure brand consistency and oversee design deliverables for marketing materials.
• Manage social media calendar and content, including LinkedIn campaigns.
• Craft and deploy HTML emails and investor communications campaigns.
• Evaluate marketing effectiveness through KPIs and provide insights.
• Act as project manager for fundraising activities and ensure data accuracy.
• Mentor and support the development of junior team members.

Qualifications

• Strong analytical and technical capabilities with sound judgment.
• Experience in marketing and communications, preferably in investment management.
• Ability to synthesize complex data into clear insights and recommendations.
• Proven ability to operate independently in a lean team environment.
• Strong written and verbal communication skills.
• Experience with HTML, CSS, Salesforce, Google Analytics, and Adobe InDesign is a plus.

Requirements

• Bachelor's degree or military service.
• 5-7 years of experience in marketing, communications, investor relations, or capital formation.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.