Senior Director, Capital Formation

Title: Senior Director, Capital Formation

Location: Denver United States

Job Description:

POSITION: Sr. Director, Capital Formation

COMPENSATION:Pursuant to state regulations, the salary range is $170,000-$200,000 plus bonus potential. Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts.

Location: Denver, Colorado or Remote

About Cardinal Group Companies

Cardinal Group Companies is a fully integrated real estate management, investment, construction, consulting, and marketing firm focused on multifamily housing throughout the United States. With over 30 years of experience, we are a dynamic and rapidly growing organization committed to delivering exceptional value to our residents, partners, and investors. Our vertically integrated platform provides a unique advantage in the student housing and conventional multifamily sectors.

Summary

Cardinal Group Companies is seeking a highly motivated and experienced Sr. Director, Capital Formation to lead the fundraising efforts for a new value-add investment fund focused on acquiring high-quality student housing assets across the United States. This individual will be responsible for developing and executing a comprehensive capital raising strategy, cultivating relationships with institutional investors, family offices, high-net-worth individuals, and other potential capital partners. The Sr. Director will play a critical role in the growth and expansion of Cardinal Group's investment platform.

Responsibilities (including but not limited to)

• Fundraising Strategy & Execution: Develop and implement a robust capital raising strategy to achieve the fund target. This includes identifying target investors, crafting marketing materials, and managing the investor relations process from initial outreach to final closing.
• Investor Relationship Management: Cultivate and maintain strong relationships with existing and prospective investors. This involves consistent communication, responding to DDQ requests, fielding inquiries, and organizing investor meetings and presentations.
• Marketing & Communication: Develop and oversee the creation of all fund marketing materials, including pitch decks, private placement memorandums (PPMs), due diligence questionnaires (DDQs), and investor reports. Ensure all materials are accurate, compliant, and effectively communicate the investment opportunity.
• Due Diligence & Negotiation: Manage the investor due diligence process, addressing investor questions and providing necessary documentation. Participate in the negotiation of fund terms and legal documentation.
• Market Research & Analysis: Stay abreast of market trends, competitor fundraising activities, and investor sentiment within the student housing and multifamily sectors. Provide insights and recommendations to inform the fundraising strategy.
• Internal Collaboration: Work closely with the acquisitions, asset management, legal, and finance teams to develop a deep understanding of the fund's investment strategy, pipeline, and performance. Effectively communicate this information to potential investors.
• Reporting & Tracking: Maintain accurate records of investor interactions and fundraising progress. Provide regular reports to senior management on fundraising activities and pipeline.
• Compliance & Regulatory Adherence: Ensure all fundraising activities comply with relevant securities laws and regulations.
• Travel: Willingness to travel extensively to meet with prospective investors.

Qualifications

• Bachelor's degree in Finance, Business Administration, Real Estate, or a related field. An advanced degree (MBA, Master's) or relevant professional certifications (e.g., CFA) is preferred.
• Minimum of 8-10 years of experience in capital raising, investor relations, or institutional sales within the real estate or alternative investment industry.
• Proven track record of successfully raising capital for real estate funds, preferably with experience in the multifamily or student housing sectors.
• Established network of institutional investors, family offices, endowments, foundations, and other potential capital sources.
• Deep understanding of real estate investment principles, fund structures, and the capital markets.
• Excellent communication, presentation, and interpersonal skills with the ability to build rapport and credibility with sophisticated investors.
• Strong analytical and financial modeling skills.
• Exceptional organizational skills and attention to detail.
• Ability to work independently and as part of a collaborative team.
• Proficiency in CRM software, Google Suite, Microsoft Office Suite, and SalesForce.
• FINRA Series 7 or equivalent license is a plus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those a Team Member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Incumbents work in an office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member is frequently required to stand; walk; reach with hands and arms, and stoop, or squat. The Team Member is often required to sit. The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Routine local travel may be required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Non-routine, overnight travel may be required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.