VP - Capital Formation

WhiteCap Search; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

WhiteCap Search is seeking a focused professional in New York to lead capital formation and investor communications for a private credit firm with roughly $3.0B in assets under management. The role centers on delivering liquidity solutions to alternative asset managers within the expanding fund finance space.

Responsibilities include targeting investors, coordinating with the investment team, producing investor campaigns, preparing pitch materials, and maintaining external relationships while

Qualifications

• 5-7 years of experience in marketing, communications, investor relations, or capital formation.
• Experience in investment management preferred.
• Ability to synthesize complex data into clear insights and recommendations.
• Proven ability to operate independently in a lean team environment.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.

Responsibilities

• Identify opportunities and challenges to effectively reach investors and prospects.
• Collaborate with the investment team to align capital formation and marketing efforts.
• Produce and execute investor-facing campaigns with internal and external teams.
• Prepare pitch materials, investor presentations, and data room content.
• Maintain external relationships aligned with firm objectives.
• Ensure brand consistency and oversee design deliverables for marketing materials.
• Manage social media calendar and content, including LinkedIn campaigns.
• Craft and deploy HTML emails and investor communications campaigns.
• Evaluate marketing effectiveness through KPIs and provide insights.
• Act as project manager for fundraising activities and ensure data accuracy.
• Mentor and support the development of junior team members.

Skills

Analytical skills

Communication skills

Marketing experience

Investment management exposure

Education

Bachelor's degree

Military service

Tools

HTML

CSS

Salesforce

Google Analytics

Adobe InDesign

Job description

A New York-headquartered private credit firm with approximately $3.0B in assets under management is seeking a professional to lead efforts in capital formation and communications. The firm specializes in providing liquidity solutions to alternative asset managers and operates within the rapidly expanding fund finance market.

Responsibilities

A New York-headquartered private credit firm with approximately $3.0B in assets under management is seeking a professional to lead efforts in capital formation and communications. The firm specializes in providing liquidity solutions to alternative asset managers and operates within the rapidly expanding fund finance market.

• Identify opportunities and challenges to effectively reach investors and prospects.
• Collaborate with the investment team to align capital formation and marketing efforts.
• Produce and execute investor-facing campaigns with internal and external teams.
• Prepare pitch materials, investor presentations, and data room content.
• Maintain external relationships aligned with firm objectives.
• Ensure brand consistency and oversee design deliverables for marketing materials.
• Manage social media calendar and content, including LinkedIn campaigns.
• Craft and deploy HTML emails and investor communications campaigns.
• Evaluate marketing effectiveness through KPIs and provide insights.
• Act as project manager for fundraising activities and ensure data accuracy.
• Mentor and support the development of junior team members.

Qualifications & Profile

• Strong analytical and technical capabilities with sound judgment.
• Experience in marketing and communications, preferably in investment management.
• Ability to synthesize complex data into clear insights and recommendations.
• Proven ability to operate independently in a lean team environment.
• Strong written and verbal communication skills.
• Experience with HTML, CSS, Salesforce, Google Analytics, and Adobe InDesign is a plus.

Requirements

• Bachelor's degree or military service.
• 5-7 years of experience in marketing, communications, investor relations, or capital formation.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.

Disclosure

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.