Head of Capital Formation
A leading Tech-Focused Venture Capital firm with an impressive track record and growth trajectory is seeking a Head of Capital Formation to join the team. Having raised and deployed several sizeable funds successfully, this is a great opportunity for an experienced Investor Relations professional to take ownership of the capital formation process and lead fundraising efforts for the firm. Additionally, there is a long runway here as the team is ideally looking for someone to continue growing with the firm longer-term.
Head of Capital Formation Responsibilities:
- Manage the fund reporting process including ad hoc investment updates, communicating value-creation initiatives, and putting together quarterly newsletters
- Maintain in-depth knowledge of the firm's investment product and strategy and be able to communicate that with investors
- Continue building and maintaining a strong pipeline of potential investors
- Fulfill investor requests, prepare investor reports, and oversee the process related to RFPs and DDQs
- Review, edit and present marketing materials at investor conferences and roadshows
Head of Capital Formation Requirements & Qualifications
- Proven experience in raising capital and maintaining both institutional and retail client relationships
- Direct capital-raising experience
- 4-10 years of Investor Relations experience
- Excellent communication skills
- Exposure to venture capital or private equity
- Ability to multi-task, prioritize competing responsibilities, manage deadlines, and stay organized, while conducting oneself with a strong sense of personal accountability
- Team player who collaborates effectively with colleagues
- Technical skills:
- Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint)
- Familiarity with Salesforce.com or comparable CRM is a plus
- Industry licenses - SIE, Series 63 and Series 7 will be required to be obtained in the first 90 days.
