Vice President, Capital Formation & Communications

Vice President, Capital Formation & Communications Overview

• The Vice President, Capital Formation & Communications will lead efforts to strengthen investor relationships and enhance the firm's market presence.
• Collaborate closely with senior decision-makers and the investment team to align capital formation and marketing strategies.
• Develop compelling materials and campaigns to support fundraising and deepen investor engagement.
• Shape the firm's brand and communications presence within the fund finance market.
• Operate independently and with ownership in a lean, fast-paced environment.
• Leverage marketing analytics to evaluate effectiveness and connect activities to outcomes.
• Drive strategic initiatives and process improvements across the platform.
• Mentor and support the development of junior team members.

Vice President, Capital Formation & Communications Key Responsibilities & Duties

• Develop and execute investor-facing campaigns and materials to support capital formation initiatives.
• Ensure brand consistency across marketing, sales, and investor communications materials.
• Manage social media content, paid campaigns, and engagement on LinkedIn.
• Craft and deploy HTML emails and investor communications campaigns.
• Analyze marketing effectiveness through KPIs and digital engagement data.
• Act as project manager for fundraising activities, ensuring data accuracy and timeliness.
• Contribute to strategic projects and process improvements across the platform.
• Collaborate with internal and external teams to produce investor presentations and data room content.
• Support the development of marketing dashboards and reporting systems.

Vice President, Capital Formation & Communications Job Requirements

• Bachelor’s degree or equivalent experience in marketing, communications, or related field.
• 5–7 years of experience in marketing, communications, or investor relations within investment management or private credit.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.
• Experience with HTML, CSS, Salesforce, Google Analytics, and Adobe design tools is a plus.
• Strong analytical and technical capabilities with the ability to synthesize complex data.
• Demonstrated ability to operate independently and with ownership in a lean team environment.
• Effective verbal and written communication skills, capable of engaging external stakeholders professionally.
• Proactive problem solver with creative instincts and a focus on high-quality execution.
• Interest in mentoring and contributing to team development.