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Sagard · 3 hours ago

Senior Principal, Capital Formation

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Sagard is a multi-strategy alternative asset management firm that focuses on venture capital, private equity, private credit, and real estate. They are seeking a Senior Principal for their Capital Formation team to lead fundraising efforts and develop relationships with institutional investors in North America.

FinanceFinancial ServicesManagement Consulting

Responsibilities

Design and execute a fundraising plan for institutional investors and platforms within the United States and select other markets opportunistically. Successfully source new LPs and AUM

Play a leadership role within Capital Formation on all capital raising activities for Sagard funds - be the “voice of the client” internally

Develop and cultivate LP relationships throughout the investment community to promote Sagard’s funds, brand, platform and capabilities

Articulate Sagard’s philosophy, products and platform including differentiating characteristics of the organization and commercially relevant fundraises

Support the execution of the go-to-market strategy established by the Head of Capital Formation. Act as a “Deal Captain” and lead fundraising assignments directly

Systematically map and target investors not presently invested with Sagard

Maintain a detailed engagement log and track progress and impact within the established CRM

Build relevant and trusted relationships with target limited partners in agreed upon coverage market (i.e. Pension, F&E, Single and Multi-Family office, Consultants, etc.) build and manage a pipeline of probability-weighted opportunities with senior decision makers

Maintain and foster open information flow within the CF/IR team on fundraising initiatives and milestones, in addition to broader investment teams and respective leaders/stakeholders

Work with the team to effectively represent and communicate Sagard Fund strategies, investments, portfolio companies, and firm activity to prospective & existing Limited Partners

Develop and maintain deep product specialization across the four principal capabilities, and more as new offerings are engineered. Build and maintain strong knowledge of strategy holdings and activity within portfolios

Act as a credible, impactful and effective liaison between deal partners and limited partners

Qualification

Capital raisingInvestor relationsPrivate Markets expertiseCorporate financeFundraising strategyProject managementClient-centered mindsetRelationship buildingEffective communicationStrategic thinking

Required

A minimum of 10+ years in a sales capacity including specific alternatives / illiquids expertise

Direct experience with long-duration, Private Markets investment strategies is highly desired

Relevant and successful project management experience

Quantitative proficiency in corporate finance (i.e. understanding investment committee memos, model outputs, returns analysis, complex strategy objectives and portfolio fit etc.)

Experience working with investors and understanding their priorities, objectives, constraints, and decision-making processes. Ability to probe and interact effectively with senior LP professionals

Track record of closing capital commitments from institutional investors from a specific investment channel or geography across different investment strategies

A track record of maintaining high standards of service excellence with both existing clients and prospective investors

Undergraduate degree from a top academic institution in Finance, Business, Economics or related field. MBA, CPA, CAIA, CFA are welcome