Head of Capital Formation

Job Overview:A boutique Private Equity firm is looking to bring on their first investor relations hire to support the firm's investor relations and capital raising efforts.Key Responsibilities:Develop and execute a comprehensive investor relations strategy that supports the firm's growth and fundraising objectives.Cultivate and maintain relationships with institutional investors, family offices, high-net-worth individuals, and other key stakeholders.Serve as the primary contact for investor inquiries, ensuring clear, consistent, and timely communication of the firm's performance, strategy, and outlook.Lead the preparation of investor materials, including quarterly reports, presentations, newsletters, and other communication tools.Coordinate investor meetings, roadshows, and events to present the firm's investment strategy, market positioning, and opportunities.Provide strategic counsel to senior management on investor sentiment, capital markets activity, and industry trends.Support capital raising efforts by collaborating with the capital markets and fundraising teams to develop marketing materials, due diligence packages, and investor pitches.Monitor and analyze the firm's performance, industry trends, and competitive landscape to inform investor communications and reporting.Ensure compliance with regulatory requirements and industry best practices related to investor communications and disclosures.Collaborate with the finance, legal, and marketing teams to ensure accuracy and consistency in financial reporting and investor messaging.Qualifications:Bachelor's degree in finance, business, or a related field; advanced degree (MBA, CFA) preferred.7-10 years of experience in investor relations, capital markets, or investment managementProven track record of managing investor relations and capital raising efforts within the private equity or financial services industry.Exceptional communication and presentation skills, with the ability to translate complex financial and secondaries concepts into clear, concise messaging.Strong analytical skills and financial acumen, with experience interpreting financial statements, market trends, and investment performance.Strategic thinker with the ability to build long-term relationships and develop investor relations initiatives that drive value for the firm.Knowledge of SEC regulations, disclosure requirements, and best practices for private equity investment firms is preferred.Leadership skills with the ability to work cross-functionally and collaborate with teams across finance, legal, and operations.Self-motivated, detail-oriented, and able to thrive in a fast-paced, dynamic environment.

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