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SVP - Capital Formation

SVP - Capital Formation

Holladay Property Services Mid West IncIndianapolis, IN, US
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Job Description

Job Description

Description :

Job Title : SVP – Capital Formation

Reports to : Chief Executive Officer

FLSA Status : Exempt

Hours : Flexible

Locations : Chicago, Indianapolis, or Nashville

About Holladay

Enriching lives through investment and service is the mission at the core of everything we do at Holladay.

Holladay Properties is a fully integrated commercial real estate firm with more than 70 years of experience across development, asset management, property management, and capital markets. With over $1.3B of assets under management, eight regional offices, and more than 250 employees, Holladay combines institutional discipline with entrepreneurial agility to deliver exceptional results.

In 2025, Holladay launched Holladay Properties Fund I, a $200 million private equity fund focused on value-add and ground-up development opportunities across industrial, multifamily, mixed-use, medical office, hospitality, and other opportunistic sectors. The Fund is seeded with existing Holladay projects and benefits from a 15% GP co-investment, personal balance sheet guarantees, and a streamlined single-promote structure that ensures strong alignment with LP investors.

Position Summary

The Head of Capital Raising will lead Holladay’s capital raising and investor engagement efforts for HP Fund I and future investment vehicles. This individual will be responsible for building and managing relationships with family offices, wealth managers, and high-net-worth individuals, while also overseeing investor communications, reporting, and fundraising strategy.

This role is a key member of the leadership team, working closely with the CEO, CDO, and COO. The successful candidate will bring deep fundraising experience, a proven LP network, and the ability to translate Holladay’s investment strategy into compelling investor messaging.

Key Responsibilities

Capital Formation

  • Lead all aspects of equity raising for Holladay Properties Fund I and subsequent funds / investments.
  • Develop and execute a comprehensive fundraising strategy targeting family offices, RIAs, and HNW investors.
  • Manage the full capital raise cycle, including marketing materials, one-on-one meetings, data room management, and closings.
  • Support preparation and delivery of offering materials, including the Private Placement Memorandum (PPM), fund marketing decks, diligence requests, and closing documentation.
  • Drive fundraising performance metrics, reporting progress to Holladay leadership.

Investor Relations & Communications

  • Serve as the primary relationship manager for all LPs.
  • Support Investor Relations’ team in providing
  • Investor onboarding, subscription processes, capital calls, and distributions.
  • Preparation of quarterly reports, portfolio updates, investor letters, and annual meetings, ensuring clarity, accuracy, and transparency.
  • Maintain investor CRM systems, tracking capital commitments, pipeline activity, and relationship management.
  • Ensure consistent, high-quality investor experience that reflects Holladay’s culture of trust and transparency.
  • Capital Raising & Strategy

  • Partner with the CEO, CDO, and COO in aligning fundraising goals with investment deployment needs.
  • Support debt capital placement, lender relationship management, and capital structuring as needed with SVP – Capital Markets.
  • Monitor market trends to refine Holladay’s investor messaging and positioning.
  • Provide strategic input to the Investment Committee and support fund-level planning around portfolio construction, credit enhancement, and investor alignment.
  • Qualifications

  • 10+ years of experience in real estate private equity, investment banking, fundraising, or capital markets.
  • Proven success raising institutional and HNW capital across discretionary fund structures.
  • Established LP relationships with family offices, institutional allocators, and RIAs.
  • Strong knowledge of private equity fund structures, real estate investment strategies, and investor expectations.
  • Exceptional written and verbal communication skills, with ability to simplify complex fund structures (e.g., GP commitment, credit enhancements, single promote) for diverse audiences.
  • Highly organized with strong attention to detail, capable of managing multiple investor processes simultaneously.
  • Bachelor’s degree in Business, Finance, Real Estate, or related field; MBA or advanced degree preferred.
  • Why Join Holladay

  • Differentiated fund model with significant GP commitment and alignment.
  • Robust deal pipeline across multiple asset classes and geographies.
  • Opportunity to build and scale Holladay’s investor relations function during a period of significant growth.
  • Work alongside a highly experienced leadership team with decades of proven value creation.
  • Entrepreneurial platform backed by institutional-quality infrastructure and a culture of trust, transparency, and operational excellence.
  • Holladay Mission and Values : All associates are expected to live Holladay’s Mission and Values in their everyday interactions with each other, external clients, and stakeholders as defined below :

  • Mission : Enriching lives through investment and service
  • ENRICH Values :
  • Entrepreneurial – We are empowered to dream and take risks, to challenge conventional wisdom and demand continuous improvement, to innovate, create, and inspire change.
  • Nurture – We encourage and support the growth and development of each other, our clients, and our communities.
  • Respect - We recognize and acknowledge the inherent value of others.
  • Integrity – We do the right thing. We exhibit a consistently high moral compass.
  • Community – We are a family. We have fun, serve others, and freely give of our resources. We recognize our responsibility to make our communities and world a better place.
  • Health - We support the physical, financial, and professional health and well-being of each other and those we serve.
  • Compensation :

    The compensation will be based on experience and qualifications and determined as a mixture of base and performance structures.

    This description is not all inclusive and duties will vary.

    Requirements :

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