This is a fully remote position, open to applicants in United States.

📋 Description

• Manage capital relationships within the M&A Advisory and Investment Vehicles sectors.

• Offer buyer and capital coverage for both sell-side and buy-side M&A assignments.

• Spearhead capital formation for venture capital funds, independent sponsor equity deals, and SPV syndication.

• Engage with institutional allocators, family offices with direct investing capabilities, registered investment advisors (RIAs), and advisor networks.

• Develop the wealth channel rather than relying on an inherited one.

• Establish senior-level relationships across allocators, family offices, RIA firms, and advisor networks.

• Oversee fundraising from initial positioning to final closure.

• Provide support for M&A assignments with real-time buyer and capital insights.

• Formalize collaborations with RIA firms, broker-dealers, and advisor networks.

• Educate advisors and investors about the structures and economics of private markets.

• Identify and source mandates across both branches.

• Collaborate with Finalis on compliance, onboarding, and Regulation D obligations.

⛳️ Requirements

• FINRA registration through a broker-dealer, or the ability to be sponsored within 120 days.

• Over 5 years of experience in capital formation, LP coverage, placement, or alternative investment distribution.

• Proven capital relationships that can be activated immediately (required, not preferred).

• Direct experience in raising private market vehicles.

• Strong understanding of fund and sponsor economics: carry, waterfalls, hurdles, promote, and side letters.

• Proficient in Regulation D and accredited investor criteria.

• Bachelor’s degree in finance or a related discipline.

• Preferred qualifications include a transferable RIA book, previous platform or approved-list experience, buy-side M&A exposure, cross-border experience, and fluency in Spanish or Portuguese.