Private Capital Advisory, Director

We are seeking an experienced professional in the private capital advisory space to join our Private Capital Advisory team as a director reporting to the Head of the Private Capital Advisory group. The successful candidate will be responsible for helping drive business growth, cultivating client relationships, and providing strategic guidance to our clients. The two business lines within CastleOak Private Capital Advisory (PCA) are Secondaries Advisory and Fundraising for Private Funds.  CastleOak aims to become a leading secondaries advisor by focusing on providing strategic advisory services to sponsors across a variety of portfolio and fund management objectives, advising limited and general partners on liquidity solutions for their portfolios, and being an intermediary for innovative capital and liquidity solutions for private markets issuers and investors. The ideal candidate will possess an exemplary work ethic, strong attention to detail and the ability to work well both independently and within teams on a boutique investment advisory platform. 

Candidates for the position must possess prior experience in secondaries advisory and/or fundraising.  Experience in private placements, investment banking, alternative asset investor relations, or other adjacent disciplines will also be considered. The job requires the ability to manage multiple projects under time constraints, interact effectively with clients, and drive strategic outcomes.  

Responsibilities:

• Provide comprehensive advisory and distribution services on LP capital raises for alternative asset manager and private fund sponsors.
• Help to guide and execute on all aspects of the fund-raising process.
• Advise and execute liquidity solutions for GPs and LPs in private capital funds.
• Understand and manage the valuation process on private company portfolios.
• Manage GP and Counsel engagement.
• With counsel, manage fund documentation due diligence process.
• Provide expert product and market content as a trusted advisor to clients.
• Possess and further cultivating a deep understanding of fund strategies.
• Embrace a culture of collaboration and teamwork.
• Willingness to travel extensively, keep meticulous records and work very closely with project management team and senior partners.
• Ability to effectively market the Private Capital business externally to clients, at conferences, and within spheres of influence.
• Understanding of the differentiated investment processes across our client base, having excellent follow up skills and a proven ability to close commitments.

Required Qualifications:

• Bachelor’s degree
• Minimum of 4 years of capital raising or secondaries banking experience 
• Proven track record of success
• Reasonably deep understanding of the private capital markets including private equity, private credit, venture capital and alternative asset investments.
• Demonstrable track record of building long-term client relationships.
• Established expertise in the fundraising process.
• Ability to thrive in a fast-paced environment with a high degree of adaptability and resilience.
• A self-starter with the ability to work effectively as part of a team.
• Confident and self-aware with excellent interpersonal and communication skills, both written and verbal
• Intellectually curious, especially as it pertains to understanding and getting involved in Secondaries business.
• Personal and professional integrity of the highest order

Preferred Qualifications:

• Industry experience in one of the asset categories, such as credit, private equity or structured products
• Ability to understand and explain complex structures.
• Series 7 and 79 licenses, or willingness to obtain within 6 months.

Location: New York

Salary Range: $180,000-225,000

% Travel: 30-50%

Work type: Full‐time, hybrid