SVP - Capital Formation
1 month ago
Indianapolis
Job DescriptionDescription: Job Title: SVP – Capital Formation Reports to: Chief Executive Officer FLSA Status: Exempt Hours: Flexible Locations: Chicago, Indianapolis, or Nashville About Holladay Enriching lives through investment and service is the mission at the core of everything we do at Holladay. Holladay Properties is a fully integrated commercial real estate firm with more than 70 years of experience across development, asset management, property management, and capital markets. With over $1.3B of assets under management, eight regional offices, and more than 250 employees, Holladay combines institutional discipline with entrepreneurial agility to deliver exceptional results. In 2025, Holladay launched Holladay Properties Fund I, a $200 million private equity fund focused on value-add and ground-up development opportunities across industrial, multifamily, mixed-use, medical office, hospitality, and other opportunistic sectors. The Fund is seeded with existing Holladay projects and benefits from a 15% GP co-investment, personal balance sheet guarantees, and a streamlined single-promote structure that ensures strong alignment with LP investors. Position Summary The Head of Capital Raising will lead Holladay’s capital raising and investor engagement efforts for HP Fund I and future investment vehicles. This individual will be responsible for building and managing relationships with family offices, wealth managers, and high-net-worth individuals, while also overseeing investor communications, reporting, and fundraising strategy. This role is a key member of the leadership team, working closely with the CEO, CDO, and COO. The successful candidate will bring deep fundraising experience, a proven LP network, and the ability to translate Holladay’s investment strategy into compelling investor messaging. Key Responsibilities Capital Formation • Lead all aspects of equity raising for Holladay Properties Fund I and subsequent funds / investments., • Develop and execute a comprehensive fundraising strategy targeting family offices, RIAs, and HNW investors., • Manage the full capital raise cycle, including marketing materials, one-on-one meetings, data room management, and closings., • Support preparation and delivery of offering materials, including the Private Placement Memorandum (PPM), fund marketing decks, diligence requests, and closing documentation., • Drive fundraising performance metrics, reporting progress to Holladay leadership. Investor Relations & Communications • Serve as the primary relationship manager for all LPs., • Support Investor Relations’ team in providing, • Investor onboarding, subscription processes, capital calls, and distributions., • Preparation of quarterly reports, portfolio updates, investor letters, and annual meetings, ensuring clarity, accuracy, and transparency., • Maintain investor CRM systems, tracking capital commitments, pipeline activity, and relationship management., • Ensure consistent, high-quality investor experience that reflects Holladay’s culture of trust and transparency. Capital Raising & Strategy • Partner with the CEO, CDO, and COO in aligning fundraising goals with investment deployment needs., • Support debt capital placement, lender relationship management, and capital structuring as needed with SVP – Capital Markets., • Monitor market trends to refine Holladay’s investor messaging and positioning., • Provide strategic input to the Investment Committee and support fund-level planning around portfolio construction, credit enhancement, and investor alignment. Qualifications • 10+ years of experience in real estate private equity, investment banking, fundraising, or capital markets., • Proven success raising institutional and HNW capital across discretionary fund structures., • Established LP relationships with family offices, institutional allocators, and RIAs., • Strong knowledge of private equity fund structures, real estate investment strategies, and investor expectations., • Exceptional written and verbal communication skills, with ability to simplify complex fund structures (e.g., GP commitment, credit enhancements, single promote) for diverse audiences., • Highly organized with strong attention to detail, capable of managing multiple investor processes simultaneously., • Bachelor’s degree in Business, Finance, Real Estate, or related field; MBA or advanced degree preferred. Why Join Holladay • Differentiated fund model with significant GP commitment and alignment., • Robust deal pipeline across multiple asset classes and geographies., • Opportunity to build and scale Holladay’s investor relations function during a period of significant growth., • Work alongside a highly experienced leadership team with decades of proven value creation., • Entrepreneurial platform backed by institutional-quality infrastructure and a culture of trust, transparency, and operational excellence. Holladay Mission and Values: All associates are expected to live Holladay’s Mission and Values in their everyday interactions with each other, external clients, and stakeholders as defined below: • Mission: Enriching lives through investment and service, • ENRICH Values:, • Entrepreneurial – We are empowered to dream and take risks, to challenge conventional wisdom and demand continuous improvement, to innovate, create, and inspire change., • Nurture – We encourage and support the growth and development of each other, our clients, and our communities., • Respect - We recognize and acknowledge the inherent value of others., • Integrity – We do the right thing. We exhibit a consistently high moral compass., • Community – We are a family. We have fun, serve others, and freely give of our resources. We recognize our responsibility to make our communities and world a better place., • Health - We support the physical, financial, and professional health and well-being of each other and those we serve. Compensation: The compensation will be based on experience and qualifications and determined as a mixture of base and performance structures. This description is not all inclusive and duties will vary. Requirements: