CrawlJobs Logo

Managing Director - Capital Formation

birgo.com Logo

Birgo Realty

Location Icon

Location:
United States , Pittsburgh

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

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

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Birgo Realty - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Managing Director - Capital Formation

Associate, Capital Markets and Formation

We are seeking a highly motivated and analytical professional to join our Corpor...
Location
Location
United States , San Francisco, CA; New York, NY
Salary
Salary:
110000.00 - 170000.00 USD / Year
crusoe.ai Logo
Crusoe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
  • Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
  • Proven track record of managing and contributing to the execution of complex financing transactions
  • Exceptional financial modeling and quantitative analysis skills
  • expertise in MS Excel is mandatory
  • Demonstrated relationship management skills and professional demeanor, with the ability to build immediate credibility with senior internal leaders and external capital partners
  • Superior presentation and communication skills (both written and verbal) for articulating complex financial concepts to diverse audiences
  • A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
Job Responsibility
Job Responsibility
  • Capital Formation & Transaction Execution
  • Financing Strategy: Support the development and execution of the company's capital strategy across various financing avenues
  • Transaction Lead: Act as a key execution team member on new debt and equity issuances
  • Financial Modeling: Build, maintain, and stress-test complex financial models to evaluate new financing proposals
  • Market Intelligence: Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity
  • Relationship Management & Investor Relations
  • Create and maintain key relationships across the banking and buy-side community
  • Lender and Investor Relationship Management: Cultivate and maintain strong, high-touch relationships with commercial banks, investment banks, institutional investors, credit rating agencies, and financial partners
  • External Representation: Prepare high-quality, professional marketing materials
  • Negotiation Support: Assist senior management in term sheet negotiations and structuring discussions with capital partners
What we offer
What we offer
  • Restricted Stock Units in a fast growing, well-funded technology company
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid Parental Leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right

Associate, Capital Markets and Formation

Crusoe's mission is to accelerate the abundance of energy and intelligence. We’r...
Location
Location
United States , San Francisco; New York
Salary
Salary:
110000.00 - 170000.00 USD / Year
crusoe.ai Logo
Crusoe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
  • Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
  • Proven track record of managing and contributing to the execution of complex financing transactions
  • Exceptional financial modeling and quantitative analysis skills
  • expertise in MS Excel is mandatory
  • Demonstrated relationship management skills and professional demeanor, with the ability to build immediate credibility with senior internal leaders and external capital partners
  • Superior presentation and communication skills (both written and verbal) for articulating complex financial concepts to diverse audiences
  • A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
Job Responsibility
Job Responsibility
  • Capital Formation & Transaction Execution: Support the development and execution of the company's capital strategy across various financing avenues
  • Act as a key execution team member on new debt and equity issuances
  • Build, maintain, and stress-test complex financial models to evaluate new financing proposals
  • Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity
  • Relationship Management & Investor Relations: Create and maintain key relationships across the banking and buy-side community
  • Cultivate and maintain strong, high-touch relationships with commercial banks, investment banks, institutional investors, credit rating agencies, and financial partners
  • Prepare high-quality, professional marketing materials
  • Assist senior management in term sheet negotiations and structuring discussions
  • Internal Capital Allocation & Treasury: Work closely with treasury and broader finance organizations in order to help manage capital flows and capital availability for new projects
  • Support the Treasury function by analyzing short- and long-term cash flow forecasts, monitoring liquidity levels, and managing interest rate and foreign exchange risk exposures
What we offer
What we offer
  • Restricted Stock Units in a fast growing, well-funded technology company
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid Parental Leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right

Analyst, Capital Markets and Formation

Crusoe's mission is to accelerate the abundance of energy and intelligence. We’r...
Location
Location
United States , San Francisco; New York
Salary
Salary:
110000.00 - 170000.00 USD / Year
crusoe.ai Logo
Crusoe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-3+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
  • Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
  • Proven track record of managing and contributing to the execution of complex financing transactions
  • Exceptional financial modeling and quantitative analysis skills
  • expertise in MS Excel is mandatory
  • Demonstrated relationship management skills and professional demeanor
  • Superior presentation and communication skills (both written and verbal)
  • A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
Job Responsibility
Job Responsibility
  • Capital Formation & Transaction Execution
  • Financing Strategy: Support the development and execution of the company's capital strategy across various financing avenues
  • Transaction Support: Support execution on new debt and equity issuances
  • Financial Modeling: Build, maintain, and stress-test complex financial models
  • Market Intelligence: Monitor global debt and equity capital markets
  • Relationship Management & Investor Relations
  • External Representation: Prepare high-quality, professional marketing materials
  • Negotiation Support: Assist senior management in term sheet negotiations
  • Internal Capital Allocation & Treasury
  • Internal Bank Function: Work closely with treasury and broader finance organizations
What we offer
What we offer
  • Restricted Stock Units
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid Parental Leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right

Associate, Capital Markets and Formation

Crusoe's mission is to accelerate the abundance of energy and intelligence. We’r...
Location
Location
United States , San Francisco; New York
Salary
Salary:
110000.00 - 170000.00 USD / Year
crusoe.ai Logo
Crusoe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
  • Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
  • Proven track record of managing and contributing to the execution of complex financing transactions
  • Exceptional financial modeling and quantitative analysis skills
  • expertise in MS Excel is mandatory
  • Demonstrated relationship management skills and professional demeanor
  • Superior presentation and communication skills (both written and verbal)
  • A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
Job Responsibility
Job Responsibility
  • Capital Formation & Transaction Execution
  • Financing Strategy: Support the development and execution of the company's capital strategy
  • Transaction Lead: Act as a key execution team member on new debt and equity issuances
  • Financial Modeling: Build, maintain, and stress-test complex financial models
  • Market Intelligence: Monitor global debt and equity capital markets
  • Relationship Management & Investor Relations
  • Create and maintain key relationships across the banking and buy-side community
  • Lender and Investor Relationship Management: Cultivate and maintain strong relationships
  • External Representation: Prepare high-quality, professional marketing materials
  • Negotiation Support: Assist senior management in term sheet negotiations
What we offer
What we offer
  • Restricted Stock Units
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid Parental Leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right

Executive Assistant – Global Capital Markets

We are working with a leading global financial services institution to recruit a...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
goodmanmasson.com Logo
Goodman Masson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-7+ years’ experience within front office investment banking, capital markets or asset management
  • Comfortable supporting senior Director to MD level stakeholders
  • Highly organised and unflappable under pressure
  • Strong with PowerPoint and presentation formatting
  • Confident managing competing demands from multiple senior stakeholders
  • Professional, resilient and solutions-focused
Job Responsibility
Job Responsibility
  • Complex diary management across multiple time zones
  • High-volume meeting coordination
  • Preparing and formatting presentations and pitch materials
  • Supporting with board-level documentation
  • Minute taking when required
  • Managing shifting priorities and last-minute changes
  • Acting as a gatekeeper and trusted support within the team
Read More
Arrow Right

Associate, Capital Markets and Formation

We are seeking a highly motivated and analytical professional to join our Corpor...
Location
Location
United States , San Francisco; New York
Salary
Salary:
110000.00 - 170000.00 USD / Year
crusoe.ai Logo
Crusoe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
  • Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
  • Proven track record of managing and contributing to the execution of complex financing transactions
  • Exceptional financial modeling and quantitative analysis skills
  • expertise in MS Excel is mandatory
  • Demonstrated relationship management skills and professional demeanor, with the ability to build immediate credibility with senior internal leaders and external capital partners
  • Superior presentation and communication skills (both written and verbal) for articulating complex financial concepts to diverse audiences
  • A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
Job Responsibility
Job Responsibility
  • Support the development and execution of the company's capital strategy across various financing avenues
  • Act as a key execution team member on new debt and equity issuances
  • Build, maintain, and stress-test complex financial models to evaluate new financing proposals
  • Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity
  • Create and maintain key relationships across the banking and buy-side community
  • Cultivate and maintain strong relationships with commercial banks, investment banks, institutional investors, credit rating agencies, and financial partners
  • Prepare high-quality, professional marketing materials
  • Assist senior management in term sheet negotiations and structuring discussions
  • Work closely with treasury and broader finance organizations to help manage capital flows and capital availability
  • Support the Treasury function by analyzing short- and long-term cash flow forecasts
What we offer
What we offer
  • Restricted Stock Units
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid Parental Leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right

Analyst, Capital Markets and Formation

We are seeking a highly motivated and analytical professional to join our Corpor...
Location
Location
United States , San Francisco, CA; New York, NY
Salary
Salary:
110000.00 - 170000.00 USD / Year
crusoe.ai Logo
Crusoe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-3+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
  • Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
  • Proven track record of managing and contributing to the execution of complex financing transactions
  • Exceptional financial modeling and quantitative analysis skills
  • expertise in MS Excel is mandatory
  • Demonstrated relationship management skills and professional demeanor
  • Superior presentation and communication skills (both written and verbal)
  • A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
Job Responsibility
Job Responsibility
  • Support the development and execution of the company's capital strategy across various financing avenues
  • Support execution on new debt and equity issuances
  • Build, maintain, and stress-test complex financial models
  • Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity
  • Prepare high-quality, professional marketing materials
  • Assist senior management in term sheet negotiations and structuring discussions
  • Work closely with treasury and broader finance organizations to help manage capital flows and capital availability
  • Support the Treasury function by analyzing short- and long-term cash flow forecasts
  • Create and distribute internal research papers for executive leadership and the Board of Directors
What we offer
What we offer
  • Restricted Stock Units
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid Parental Leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right

Executive Assistant

We are working with a leading global financial services institution to recruit a...
Location
Location
United Kingdom , London
Salary
Salary:
60000.00 GBP / Year
goodmanmasson.com Logo
Goodman Masson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-7+ years’ experience within front office investment banking, capital markets or asset management
  • Comfortable supporting senior Director to MD level stakeholders
  • Highly organised and unflappable under pressure
  • Strong with PowerPoint and presentation formatting
  • Confident managing competing demands from multiple senior stakeholders
  • Professional, resilient and solutions-focused
Job Responsibility
Job Responsibility
  • Complex diary management across multiple time zones
  • High-volume meeting coordination
  • Preparing and formatting presentations and pitch materials
  • Supporting with board-level documentation
  • Minute taking when required
  • Managing shifting priorities and last-minute changes
  • Acting as a gatekeeper and trusted support within the team
  • Fulltime
Read More
Arrow Right
Remote jobs Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog Salaries About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy