Managing Director - Capital Formation Job at Birgo Realty (Pittsburgh)

Job Description

Birgo’s long-term growth depends on consistent, scalable access to accredited investor capital. The Managing Director - Capital Formation is responsible for independently raising approximately $75M–$100M of equity annually through Reg D offerings. This is a senior, high-impact role designed for a proven capital raiser with an existing network of accredited investors, deep credibility, and full ownership mentality. You will be trusted to run the capital formation function end-to-end, steward meaningful investor relationships, and directly enable Birgo’s acquisition and growth strategy.

Job Responsibility

Build, maintain, and expand our capital raising engine
Architect, implement, and ensure consistent execution of the entire process
Raise $75M+ per year from accredited investors via Reg D structures
Independently source capital through personal network, referrals, events, and targeted outreach
Manage lead follow-ups and conversion
Drive expansion of account size, providing current investors opportunity to invest more
Maintain a robust and forward-looking investor pipeline sufficient to support annual targets
Own conversion from initial relationship through closed capital and reinvestment
Hit quarterly and annual capital raising goals with minimal oversight
Build and strengthen long-term relationships with high-net-worth individuals, family offices, and sophisticated accredited investors
Attend and host dinners, golf outings, conferences, site visits, and other relationship-based activities as needed to raise capital
Serve as a trusted advisor, clearly articulating Birgo’s investment strategy, offerings, and performance
Drive expansion of existing investor relationships through upsizing and repeat investments
Partner with the CIO, Investor Relations, Legal, Marketing, and Asset Management teams to execute Reg D offerings
Provide feedback on offering structure, positioning, and investor objections to improve conversion
Ensure investor communications are accurate, compliant, and aligned with Birgo’s strategy
Maintain strong alignment between investment thesis, acquisitions, and capital messaging
Accurately track all investor interactions, pipeline stages, and commitments in HubSpot
Maintain high standards for CRM hygiene, forecasting accuracy, and reporting
Provide regular pipeline and capital forecasts to the CIO and leadership team
Adhere to firmwide compliance, reporting, and data standards

Requirements

10+ years of capital raising, investor relations, or private placement experience
Demonstrated success raising $75M–$100M+ annually from accredited investors
Existing network of high-net-worth individuals and sophisticated investors
Experience operating with full revenue accountability
Deep understanding of Reg D offerings and accredited investor requirements
Strong working knowledge of private real estate investments or alternative assets
Familiarity with capital markets compliance and investor communications
Elite relationship-building and trust development
Clear, persuasive investment storytelling
Strong financial and deal-level acumen
Highly self-directed with strong personal accountability
Ability to influence across teams without direct authority
Proficient within Google Workspace to include Gmail, Docs, Sheets, Slides, and Drive
Entrepreneurial and ownership-minded work style
Highly motivated by performance-based outcomes
Comfortable with travel, events, and non-traditional work hours
Strategic thinker with a bias toward action and results
Works effectively under pressure
comfortable with a high degree of responsibility
Highly self-motivated and confident
Ability to travel as needed
Able to use a computer for a full workday
Eligible to work from home with the expectation of attending in-person meetings at Birgo’s Pittsburgh office 1-3 days a week

What we offer

Medical, Vision, and Dental health insurance with company contribution
401(k) retirement plan with employer match
Flexible Paid Time Off Program
Healthy Lifestyle Reimbursement program
Company Profit Sharing Program
Team outings and volunteer events
Professional development reimbursement program
Eligible for Work From Home in coordination with the executive’s schedule
Discounted Airbnb rates at Birgo Properties

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Managing Director - Capital Formation

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