Director - Capital Raising

Macdonald & Company; Texas (NJ); On-site; USD 200,000 - 240,000; Full time

Job summary

An established industry player in real estate investment is seeking a Director of Capital Raising to join their Dallas office. This pivotal role involves leading capital raising initiatives, specifically targeting Family Offices and Ultra-High Net Worth Individuals. The ideal candidate will have a robust network of investor relationships and a proven track record in business development. You'll be responsible for developing sales strategies, managing investor communications, and supporting investment evaluations. This position offers an exciting opportunity to make a significant impact in a dynamic and growing firm.

Qualifications

• 5+ years of capital markets experience raising capital from Family Offices and UHNWIs.
• Strong background in real estate finance and equity investment analysis.

Responsibilities

• Lead capital raising efforts targeting Family Offices and UHNWIs.
• Develop and implement sales strategies to meet fundraising targets.
• Prepare tailored presentations for prospective investors.

Skills

Capital Raising

Investor Relationship Management

Sales Strategy Development

Market Research

Financial Analysis

Presentation Skills

Analytical Skills

Education

Bachelor’s degree in Business, Finance, or Real Estate

Tools

Salesforce

Microsoft Office Suite

Job description

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Macdonald & Company is pleased to be partnering with a repeat client to appoint a Director of Capital Raising for their Dallas office, focused on raising capital from HNWIs, Family Offices, and Private Wealth Groups.

OPPORTUNITY

A well-capitalized and strategically positioned real estate investment firm is seeking a Director – Capital Raising to be based in its Dallas, TX office. In this role, the Director will be a key member of the private capital team, responsible for raising equity from Family Offices and HNWIs to support the firm's acquisition initiatives. This is a senior-level position requiring significant experience and an established network of investor relationships.

KEY RESPONSIBILITIES

This list outlines the primary activities associated with the role but is not intended to be all-encompassing. The successful candidate will demonstrate core competencies across the following areas:

• Lead capital raising efforts on a deal-by-deal basis, primarily targeting Family Offices and Ultra-High Net Worth Individuals (UHNWIs).
• Develop and implement a detailed sales strategy, focusing on meeting or exceeding fundraising targets.
• Identify, prioritize, and actively engage prospective investors on a daily basis.
• Manage and track a robust sales pipeline, maintain monthly sales forecasts, and document activity using CRM tools.
• Support the evaluation and analysis of new investment opportunities.
• Assist in the creation of marketing materials, including investment highlights, pitch decks, and presentations.
• Prepare and deliver tailored presentations to prospective investors and partners.
• Leverage databases and CRM platforms (e.g., Salesforce) to identify and connect with prospective equity partners.
• Support the preparation of investment memorandums and related offering materials.
• Analyze pro forma financial assumptions and deal structures.
• Conduct market research to support upcoming investment opportunities.
• Assist with various ad hoc projects related to capital raising and business development initiatives.
• Maintain or obtain a FINRA Series 65 or Series 66 license (as applicable).
• Willingness to travel up to 10–15% as required.

EDUCATION & EXPERIENCE

• Bachelor’s degree in Business, Finance, Real Estate, or a related field.
• 5+ years of capital markets experience, specifically raising capital from Family Offices and UHNWIs.
• Strong background in real estate finance, property valuation, and equity investment analysis.
• Solid understanding of industrial, office, and multifamily real estate sectors.
• Proven, quantifiable track record in business development and capital raising.

Communication and Relationship Management

• Excellent written, verbal, and presentation skills.
• Strong organizational, analytical, and interpersonal abilities.
• Skilled at developing, cultivating, and managing relationships with Family Offices and UHNW investors.
• Effective in a collaborative, cross-functional team environment with a client service-oriented mindset.

Analytical and Reasoning Skills

• Ability to comprehend and interpret complex legal and financial documents.
• Advanced analytical and quantitative problem-solving skills.

Technical Skills and Other Requirements

• Proficient in Microsoft Office Suite, with advanced Excel capabilities.
• Highly detail-oriented, self-motivated, and able to prioritize tasks in a fast-paced environment.
• Strong work ethic and ability to meet demanding deadlines.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Analyst, and Finance

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