Senior Principal, Capital Formation

The Senior Principal, Capital Formation position involves designing and executing a fundraising plan for institutional investors and platforms, sourcing new LPs and AUM, and developing relationships with LPs to promote Sagard's funds, brand, and capabilities.

Requirements

• 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.