VP, Investor Relations & Fundraising
hace 1 día
New York
Coda Search has been retained by a leading global alternative asset manager with more than $100 billion in assets under management to identify a Vice President, Investor Relations & Fundraising. The firm manages a diversified platform spanning Private Credit, Infrastructure, Private Equity, and Real Estate, and partners with a broad global base of institutional and private wealth investors. \n \n This is a front-line capital formation role. The VP will actively raise capital across the firm’s flagship and strategy-specific funds, own and grow a book of LP relationships, and serve as a trusted point of contact for investors throughout the fund lifecycle. The role offers direct exposure to senior investment professionals and firm leadership, and meaningful visibility into a multi-strategy fundraising platform at scale. \n \n KEY RESPONSIBILITIES \n Fundraising & Capital Formation \n\n • Originate, cultivate, and close new LP commitments across Private Credit, Infrastructure, Private Equity, and Real Estate funds, including commingled funds, co-investments, separately managed accounts, and continuation vehicles\n, • Develop and execute coverage strategies for an assigned set of investors, which may include public and corporate pensions, sovereign wealth funds, insurance companies, endowments, foundations, consultants, family offices, and wealth platforms\n, • Lead investor meetings, pitches, and due diligence sessions, articulating the firm’s investment thesis, track record, and differentiation across strategies\n, • Partner with investment teams to position new fund launches and cross-sell opportunities across the platform\n, • Track pipeline, commitments, and fundraising progress in the CRM and report to senior leadership\n\n Investor Relations & Client Service \n\n • Serve as a primary relationship manager for existing LPs, ensuring a high-touch, consistent client experience\n, • Coordinate responses to RFPs, DDQs, and ad hoc investor requests in collaboration with investment, legal, compliance, and finance teams\n, • Prepare and deliver quarterly updates, annual meeting content, and portfolio performance communications\n, • Gather investor feedback and market intelligence to inform product development and fundraising strategy\n\n Marketing & Platform Support \n\n • Contribute to the development of pitch books, fund presentations, and marketing materials\n, • Represent the firm at industry conferences, consultant meetings, and investor events\n, • Collaborate with product, marketing, and legal teams on fund formation, offering documents, and side letter negotiations\n, • Mentor and develop junior members of the Investor Relations team\n\n \n REQUIRMENTS: \n\n • 5–12 years of experience in investor relations, fundraising, capital formation, or placement at an alternative asset manager, placement agent, or investment bank’s private funds group\n, • A demonstrable track record of actively raising capital and closing LP commitments; candidates must be able to speak to specific fundraises and their role in them\n, • Fundraising experience in one or more of Private Credit, Infrastructure, Private Equity, or Real Estate; multi-strategy exposure is strongly preferred\n, • An established network of institutional LP and/or consultant relationships\n, • Strong command of private markets fund structures, terms, and economics\n, • Excellent written and verbal communication, with the polish to present to senior investment committees\n, • Commercially minded, self-directed, and comfortable owning a pipeline and revenue targets\n, • Highly organized, with the ability to manage multiple fundraises and investor processes simultaneously\n, • Collaborative and able to work effectively with investment, legal, and operations teams\n, • Bachelor’s degree required; MBA and/or CFA a plus\n, • FINRA Series 7, 63, and/or 79 licenses preferred, or willingness to obtain\n\n
Sally H.Activo hace 5 minutos
