Capital Formation – Private Credit & Alternative Investments Distribution

Capital Formation – Private Credit & Alternative Investments DistributionIvy Asset Group is seeking an experienced capital raising professional with a track record of building investor relationships and raising institutional and wealth-channel capital across private credit and alternative investments. The ideal candidate brings trusted investor relationships, strong industry knowledge, and an entrepreneurial, collaborative mindset, ideally developed while helping an emerging or middle-market firm grow assets under management.This individual will play a critical role in expanding Ivy Asset Group's investor base across RIAs, family offices, pensions, endowments, insurance companies, and other institutional allocators seeking differentiated exposure to private credit and specialty finance strategies.

Interested in this role You can find all the relevant information in the description below.
Core Experience RequirementsAt least 7 years of experience in capital raising, investor relations, business development, fundraising, or distribution within alternative investments or the broader financial services industry.We also welcome candidates with 5+ years in consultative, relationship-based sales (for example, medical device sales or other complex B2B sales) who bring a working knowledge of investments and a strong interest in private markets.Experience raising capital for one or more of the following:Private CreditDirect LendingAsset-Based FinanceSpecialty FinancePrivate EquityReal Estate Credit or EquityOther institutional alternative asset classesIdeally, experience at a firm that grew from approximately $500 million to $5+ billion in AUM, with direct involvement in that growth.Alternatively, experience at a larger established manager ($10+ billion AUM) where the candidate developed meaningful institutional relationships and fundraising expertise that can be leveraged in a more entrepreneurial environment.Strong understanding of fundraising dynamics across both institutional and private wealth distribution channels.
Investor Relationships & Distribution ChannelsThe successful candidate will ideally have established relationships and credibility with some of the following:Registered Investment Advisors (RIAs)Ultra-High-Net-Worth InvestorsIndependent Wealth Management PlatformsMulti-Family OfficesPrivate BanksInsurance CompaniesCorporate Pension PlansPublic Pension PlansEndowments and FoundationsBoutique Institutional ConsultantsInvestment Committees and Chief Investment Officers
The ideal candidate understands how different allocator groups evaluate private market opportunities and can navigate lengthy diligence, underwriting, and investment committee processes. Preferred Geographic CoverageExisting relationships and market presence within the following regions are highly desirable:ArizonaDenver, CO areaSouth Florida
Candidates with national institutional coverage and proven fundraising success across multiple regions will also be considered.
Highly Desired BackgroundEmerging Manager ExperienceSuccessfully raised capital for an emerging or middle-market asset manager, rather than exclusively relying on the distribution capabilities and brand recognition of a large institutional platform.The ideal candidate has demonstrated the ability to:Build investor relationships from scratch.Create opportunities without the support of a globally recognized brand.Develop a market presence through credibility, persistence, and performance.Navigate difficult fundraising environments.Earn allocations based on investment merit, trust, and relationships.Institutional Platform ExperienceExperience at a larger, established alternative asset manager is also highly valuable, particularly if the candidate has distributed products to investors traditionally allocating to private market strategies through:Private Credit FundsPrivate Equity FundsInfrastructure FundsReal Estate FundsAsset-Based Finance StrategiesInsurance-Dedicated Investment PlatformsThe candidate should understand how institutional investors construct portfolios and where private credit fits within the broader allocation framework.
Professional CharacteristicsThe successful candidate will bring:A proactive business development mindset balanced with a long-term, relationship-driven approach.Strong networking and business development skills.High emotional intelligence and strong interpersonal instincts.Ability to establish trust quickly with sophisticated investors.Strong understanding of portfolio construction, yield generation, risk-adjusted returns, and private market investing.Ability to articulate investment strategies in a compelling, thoughtful, and intellectually honest manner.Excellent presentation skills with investors ranging from individual advisors to institutional investment committees.Strong organizational discipline and ability to manage long and complex fundraising cycles.Intellectual curiosity regarding market trends, capital flows, and investor sentiment.Persistence, resilience, and a strong sense of ownership and accountability.Comfort working in a lean, collaborative environment where initiative is valued and results matter.
Our CommitmentIvy Asset Group is an equal opportunity employer and values a team with a range of backgrounds and perspectives. xzbcwsv We encourage all qualified candidates to apply, including those who may not meet every qualification listed above. If your experience aligns with much of this role, we would like to hear from you.