Director, Capital Formation
Position Overview
We are seeking a strategic and proactive Director, Capital Formation to lead our firm's fundraising efforts and manage our relationships with institutional investors. This individual will be responsible for developing and executing a comprehensive capital raising strategy, articulating Filion Capital's investment narrative, and securing commitments from a global network of Limited Partners (LPs). This is a highly visible role that is critical to the firm's growth and success.
The ideal candidate is a relationship-driven professional with a deep understanding of the private equity landscape and a proven ability to close fundraises.
Key Responsibilities
- Develop and execute the firm's capital raising strategy for existing funds and new investment vehicles.
- Manage the entire fundraising process, from initial targeting and marketing to due diligence and final closing.
- Cultivate and strengthen relationships with a global network of institutional investors, including endowments, foundations, pensions, family offices, and high-net-worth individuals.
- Lead the creation of all fundraising materials, including private placement memorandums (PPMs), pitch decks, due diligence questionnaires, and presentation materials.
- Serve as a key representative of the firm alongside the investment team in all LP meetings, presentations, and annual investor conferences.
- Act as the primary point of contact for existing LPs, ensuring transparent communication and providing timely reporting on fund performance and firm updates.
- Monitor the LP landscape to identify new investor prospects and trends in the private equity fundraising market.
- Work closely with the investment team to accurately convey the firm's strategy, performance, and value proposition.
About Filion Capital
Filion Capital is a global investment firm focused on building the future through strategic acquisitions, real assets, and growth equity opportunities. We originate and execute transactions across the U.S., Africa, and other global markets with a mandate to partner with founders, operators, and institutions to scale transformative businesses.
Job Nature
Full Time
Qualifications
- Bachelor's degree in Finance, Business, Communications, or a related field; MBA or CFA is a plus.
- 7+ years of direct experience in private capital fundraising (placement agent or in-house), investor relations, or a related institutional sales role within the private equity or alternative assets industry.
- A proven track record of successfully raising capital from institutional investors.
- Exceptional written and verbal communication skills, with the ability to articulate a complex investment strategy with clarity and conviction.
- Strong financial acumen and understanding of private equity fund structures, terms, and performance metrics.
- High level of professionalism, integrity, and gravitas to build trust with sophisticated investors.
- Self-motivated, results-oriented, and able to manage multiple priorities in a fast-paced environment.
- Willingness to travel extensively to meet with investors globally.
- A genuine interest in global markets, with an ability to communicate the opportunity in emerging markets (particularly Africa) viewed favorably.
Experience Requirements
7+ Years
Job Location
Dallas, TX (Hybrid)
Annual Salary
The annual salary for the Director, Capital Formation position at Filion Capital ranges from $200,000 to $300,000 per year, depending on experience and qualifications. This role includes a significant performance-based bonus, directly tied to capital raising goals. We offer a comprehensive benefits package, including health insurance, retirement plans, and vacation time.
What We Offer
- A competitive compensation package with significant upside tied directly to fundraising success.
- A leadership role critical to the firm's growth and strategic direction.
- The opportunity to build and own relationships with the world's leading institutional investors.
- Direct exposure to the firm's investment strategy and portfolio alongside the senior investment team.
- A platform to shape the investor base of a fast-scaling global investment firm.
Job Level
Sr. Position
How to Apply
Interested candidates can send their resumes to career@hoassociates.eu mentioning "Job Title" in the subject line.
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