Head of Capital Formation - North America

Tower Peak Partners is a private markets investment firm launched in 2024. It is headquartered in London and has offices in New York and Rio de Janeiro. The firm is a collective of highly-skilled and recognisable investment professionals and industry executives from around the world. Tower Peak Partners manages thematic investment funds for institutional investors and principal investments through its own balance sheet. The Firm's investment themes capture opportunities in markets that experience deep structural changes, caused by technological advancements, climate change, socio-economic trends and policy developments.The firm delivers investment strategies to institutional investors around the globe, across private equity, venture capital, real assets and intellectual property asset classes. It has 4 dedicated investment teams, each with an average of 25 years of investment experience in industrial transition, aerospace & defense, media, entertainment & sports, and social impact.

Role Summary

The Head of Capital Formation – North America, based in New York, supports the firm’s current Marketing and Investor Relations Team in managing key relationships with existing investors, attracting new investors, and leading the firm's marketing and fundraising strategy across the North American region.

The individual will be responsible for overseeing and executing a regional coverage and engagement strategy across the United States and Canadian markets. They will be responsible for ensuring institutional investor and family office market awareness and interaction, by direct representation and through various market forum and industry conferences.

The individual will maintain authority and accountability for all investor and market engagements in the region. They will participate in the success across a range of firm initiatives across its global office network and across its various strategic as well as fund or investment mandate initiatives. They will be an integral member of the firm’s North American leadership team.

This role involves providing engaging with the US and Canadian institutional investor community, developing and executing a market coverage and fundraising campaign, drafting marketing collateral, managing existing as well as new investor engagements as well as other market stakeholders such as O-CIOs and investment consultants.

As a Principal/Partner, the role is primarily accountable for marketing and capital raising activities in the American and Canadian investors, while also acting as a driving force for ideas and strategic input at executive level and globally.

Key Responsibilities

Relationship Management

• Cultivating and maintaining strong relationships with institutional investors, investment consultants, wealth managers, banks, family offices and other stakeholders. Serving as a primary point of contact for investor inquiries and feedback.
• Serve as the main point of contact for institutional investors, analysts and responding to inquiries and managing relationships.
• Ensure all external communications adhere to relevant securities laws and regulations.

Fundraising

• Develop and execute comprehensive IR strategies to attract new investors, maintain existing investor confidence, and ensure consistent, compelling messaging aligned with corporate goals.
• Coordinate and prepare materials for quarterly earnings calls and annual reports, including press releases, presentations, Q&As, and briefings for senior management.
• Identifying potential capital sources and leading fundraising initiatives by preparing compelling investment materials like pitch decks and offering memorandums.
• Developing and executing investor communication strategies, coordinating meetings, conferences, roadshows, and other engagement events. This also includes creating client reports and marketing materials.
• Ensuring all investor communications and activities comply with internal reporting standards and regulatory protocols. 

Market Intelligence

• Analyzing financial results, industry trends, and peer benchmarking data to provide insights to senior management.
• Plan and execute investor events, such as conferences, roadshows, webcasts, and annual shareholder meetings.

Candidate Profile

Qualifications & Experience

• MBA or an advanced degree from a leading university.
• Professional certification (CFA, CAIA, other) preferred.
• Minimum 15 years of experience working in the financial industry with an industry leading investment firm, a placement agent, or in a Tier-1 global investment bank.
• Proven track record of capital raising with institutional investors, with strong preference for experience in private markets fundraising.
• Strong command of industry best practices and legal and regulatory compliance standards.
• Deep knowledge of relevant national laws and regulations.
• Excellent communication, negotiation and leadership skills.
• Have experience of engaging with senior executives and strong ability to project professionalism and credibility.

Personal Attributes

• Exceptional written and verbal communication and presentation skills, with the ability to convey complex information clearly and concisely.
• Impeccable ethics and the ability to handle confidential information with discretion. 
• Strong interpersonal skills to build and maintain positive, trusting relationships with a diverse range of internal and external stakeholders.
• Ability to think strategically, anticipate investor needs, and align IR activities with the company's long-term objectives.
• Excellent organizational skills and attention to detail, with the ability to manage multiple projects and meet tight deadlines in a fast-paced environment.
• Language skills or international professional experience are preferred attributes.