Head of Capital Markets & Investor Relations

Head of Capital Markets & Investor Relations Overlook Global Norcross, GA Job Details Full-time $150,000 - $250,000 a year 1 day ago Benefits Profit sharing Qualifications Business development management Financial model development Client relationship development Series 7 Capital Structure Bachelor's degree Real Estate Private equity Customer relationship management Business development within finance Managing projects Sales pipeline management Relationship building in financial sales Practicing in the securities industry Master of Business Administration Marketing Financial markets knowledge

Full Job Description Job Title:

Head of Capital Markets & Investor Relations Position Summary Overlook Global is seeking a Head of Capital Markets & Investor Relations to lead the firm's capital formation efforts across private equity, hospitality, real estate, and private credit investment strategies. This individual will be responsible for developing and executing the firm's fundraising strategy, building relationships with family offices, high-net-worth individuals, registered investment advisors (RIAs), institutional investors, and strategic partners, while overseeing investor communications and capital markets initiatives. The ideal candidate possesses strong relationship-building skills, a proven fundraising track record, and a deep understanding of alternative investments, private equity, real estate, and hospitality investment platforms. Key Responsibilities Capital Formation Develop and execute the firm's capital raising strategy. Source and cultivate relationships with family offices, RIAs, wealth managers, institutional investors, and high-net-worth individuals. Manage investor pipelines and fundraising activities. Lead investor meetings, presentations, and due diligence discussions. Assist in structuring investment vehicles and capital solutions. Coordinate capital raising efforts for funds, co-investments, and joint venture opportunities. Investor Relations Serve as the primary relationship manager for prospective and existing investors. Maintain regular communication with investors and strategic partners. Coordinate investor reporting and updates. Manage investor inquiries and due diligence requests. Support investor onboarding and subscription processes. Assist with annual meetings, webinars, and investor events. Business Development Identify new capital sources and strategic partnerships. Expand the firm's network across the investment community. Develop relationships with consultants, placement agents, attorneys, accountants, and wealth advisors. Attend industry conferences and networking events. Maintain a robust pipeline of prospective investors. Marketing & Communications Assist with preparation of investor presentations and marketing materials. Review pitch books, offering materials, and fundraising documents. Coordinate with legal counsel and compliance providers on investor communications. Ensure consistent messaging across all investor-facing materials. Strategic Planning Provide market intelligence regarding fundraising trends and investor demand. Assist leadership with capital planning and growth initiatives. Support development of new investment products and strategies. Participate in senior leadership discussions regarding firm growth and expansion. Expected Deliverables Capital Raising Pipeline Investor CRM Management Monthly Fundraising Reports Investor Meeting Summaries Capital Formation Strategy Investor Presentations Due Diligence Materials Investor Reporting Packages Annual Investor Meeting Coordination Required Qualifications Bachelor's degree in Finance, Business, Economics, Real Estate, or related field. 7+ years of experience in capital raising, investor relations, private equity, real estate, private credit, wealth management, investment banking, or institutional sales. Strong understanding of private equity, real estate, hospitality investments, and alternative asset classes. Excellent relationship management and business development skills. Strong verbal and written communication abilities. Experience presenting investment opportunities to sophisticated investors. Ability to build and manage investor pipelines. Strong organizational and project management skills. Willingness to travel for investor meetings and industry events. High level of professionalism, integrity, and discretion. Preferred Qualifications Existing network of family offices, RIAs, wealth managers, and institutional investors. Experience raising capital for private equity, real estate, hospitality, or private credit funds. Experience working with emerging managers. FINRA licenses (Series 7, 63, 79, or similar) are a plus. CFA, CAIA, MBA, or related credentials preferred. Key Performance Indicators (KPIs)

Capital Raised Number of Investor Meetings Qualified Investor Pipeline Investor Conversion Rate Investor Retention Rate Number of New Investor Relationships Established Co-Investment Capital Raised Fundraising Goal Achievement Reporting Structure Reports To:

Founder & Managing Director Works Closely With:

Head of Acquisitions Head of Debt Capital Markets Director of Asset Management Chief of Staff Investor Relations Team Compensation Base Salary:

$150,000 - $250,000+

Performance Bonus:

Based on fundraising success and capital formation objectives.

Long-Term Incentives:

Potential profit-sharing, phantom equity, carried interest participation, or other long-term incentive structures based on firm growth and performance.

Pay:

$150,000.00 - $250,000.00 per year Application Question(s): How many years of capital raising and investor relations experience do you have? Approximately how much capital have you personally helped raise during your career? What types of investors have you worked with?

Work Location:

In person