About this opportunity
Ivy Asset Group lists this Capital Formation – Private Credit & Alternative Investments Distribution opportunity in scottsdale, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Capital Formation – Private Credit & Alternative Investments Distribution
Ivy Asset Group is seeking an experienced capital raising professional with a track record of building investor relationships and raising institutional and wealth-channel capital across private credit and alternative investments. The ideal candidate brings trusted investor relationships, strong industry knowledge, and an entrepreneurial, collaborative mindset, ideally developed while helping an emerging or middle-market firm grow assets under management.
This individual will play a critical role in expanding Ivy Asset Group's investor base across RIAs, family offices, pensions, endowments, insurance companies, and other institutional allocators seeking differentiated exposure to private credit and specialty finance strategies.
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
Core Experience Requirements
At least 7 years of experience in capital raising, investor relations, business development, fundraising, or distribution within alternative investments or the broader financial services industry.
We also welcome candidates with 5+ years in consultative, relationship-based sales (for example, medical device sales or other complex B2B sales) who bring a working knowledge of investments and a strong interest in private markets.
Experience raising capital for one or more of the following:
Private Credit
Direct Lending
Asset-Based Finance
Specialty Finance
Private Equity
Real Estate Credit or Equity
Other institutional alternative asset classes
Ideally, experience at a firm that grew from approximately $500 million to $5+ billion in AUM , with direct involvement in that growth.
Alternatively, experience at a larger established manager ($10+ billion AUM ) where the candidate developed meaningful institutional relationships and fundraising expertise that can be leveraged in a more entrepreneurial environment.
Strong understanding of fundraising dynamics across both institutional and private wealth distribution channels.
Investor Relationships & Distribution Channels
The successful candidate will ideally have established relationships and credibility with some of the following:
Registered Investment Advisors (RIAs)
Ultra-High-Net-Worth Investors
Independent Wealth Management Platforms
Multi-Family Offices
Private Banks
Insurance Companies
Corporate Pension Plans
Public Pension Plans
Endowments and Foundations
Boutique Institutional Consultants
Investment Committees and Chief Investment Officers
The ideal candidate understands how different allocator groups evaluate private market opportunities and can navigate lengthy diligence, underwriting, and investment committee processes.
Preferred Geographic Coverage
Existing relationships and market presence within the following regions are highly desirable:
Arizona
Denver, CO area
South Florida
Candidates with national institutional coverage and proven fundraising success across multiple regions will also be considered.
Highly Desired Background
Emerging Manager Experience
Successfully raised capital for an emerging or middle-market asset manager , rather than exclusively relying on the distribution capabilities and brand recognition of a large institutional platform.
The ideal candidate has demonstrated the ability to:
Build investor relationships from scratch.
Create opportunities without the support of a globally recognized brand.
Develop a market presence through credibility, persistence, and performance.
Navigate difficult fundraising environments.
Earn allocations based on investment merit, trust, and relationships.
Institutional Platform Experience
Experience at a larger, established alternative asset manager is also highly valuable, particularly if the candidate has distributed products to investors traditionally allocating to private market strategies through:
Private Credit Funds
Private Equity Funds
Infrastructure Funds
Real Estate Funds
Asset-Based Finance Strategies
Insurance-Dedicated Investment Platforms
The candidate should understand how institutional investors construct portfolios and where private credit fits within the broader allocation framework.
Professional Characteristics
The successful candidate will bring:
A proactive business development mindset balanced with a long-term, relationship-driven approach.
Strong networking and business development skills.
High emotional intelligence and strong interpersonal instincts.
Ability to establish trust quickly with sophisticated investors.
Strong understanding of portfolio construction, yield generation, risk-adjusted returns, and private market investing.
Ability to articulate investment strategies in a compelling, thoughtful, and intellectually honest manner.
Excellent presentation skills with investors ranging from individual advisors to institutional investment committees.
Strong organizational discipline and ability to manage long and complex fundraising cycles.
Intellectual curiosity regarding market trends, capital flows, and investor sentiment.
Persistence, resilience, and a strong sense of ownership and accountability.
Comfort working in a lean, collaborative environment where initiative is valued and results matter.
Our Commitment
Ivy Asset Group is an equal opportunity employer and values a team with a range of backgrounds and perspectives. xqrzhdi We encourage all qualified candidates to apply, including those who may not meet every qualification listed above. If your experience aligns with much of this role, we would like to hear from you.
Worksite address
scottsdale, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.