Investor Relations (IR) Sales Associate

Position Title: Investor Relations – Capital Raising (Private Equity / Alternatives)

Location: Charlotte, NC

Employment Type: Full-Time, Exempt

Director of Investor Relations & Capital Formation

QC Capital Group | Charlotte, NC (Ballantyne)

Director of Investor Relations & Capital Formation

QC Capital Group | Charlotte, NC (Ballantyne)

ABOUT QC CAPITAL GROUP

QC Capital Group is a Charlotte-based private equity firm that acquires, owns, and operates businesses and real assets under its own brands. The firm's platforms include QC Car Care (car wash and express oil change funds), Flex Workx (flex industrial real estate), QC Healthcare (a healthcare innovation holding company), and a Liquidity Fund that provides asset-backed private credit with short-duration lock-ups. All QC Capital offerings are fully passive for limited partners and are offered exclusively to accredited investors under Regulation D Rule 506(c).

POSITION OVERVIEW

We are seeking a highly experienced Investor Relations and Capital Formation professional with a proven track record of raising capital for alternative investments across both the private wealth and institutional channels. The ideal candidate brings established relationships with ultra-high-net-worth (UHNW) and high-net-worth (HNW) individuals, family offices, Registered Investment Advisors (RIAs), and institutional investors, and has the discipline to originate new opportunities through high-volume outbound prospecting and well-managed inbound channels.

This is a quota-carrying, revenue-critical role. The successful candidate will own the full fundraising cycle, from first contact through funded commitment, and will play a central role in scaling the firm's investor base, increasing average commitment size, and driving reinvestment across QC Capital's platforms.

KEY RESPONSIBILITIES

Capital Formation & Fundraising Execution

• Lead and execute fundraising strategies across private equity, private credit, and real asset vehicles, including new fund launches, continuous offerings, and co-investment opportunities.

• Own individual and team capital raise targets by fund, by channel, and by quarter, and report progress against those targets to senior leadership.

• Drive full-cycle sales execution: prospecting, discovery, presentation, objection handling, due diligence support, subscription, and funding.

• Partner with senior leadership to design and implement data-driven capital raising campaigns, investor acquisition strategies, and fund launch roadmaps.

• Structure and manage fund closes, coordinating with legal, fund administration, and operations to ensure subscriptions are complete, compliant, and funded on schedule.

UHNW, HNW & Accredited Private Investor Channel

• Build and own a direct-to-investor channel focused on UHNW and HNW individuals, business owners, executives, medical and professional practitioners, and other accredited investors.

• Conduct consultative discovery to understand each investor's objectives, liquidity needs, income goals, time horizon, and existing allocation to alternatives, and position the appropriate QC Capital offering accordingly.

• Articulate the risk, return, liquidity, and structural features of each offering clearly and accurately, and encourage investors to evaluate tax and portfolio considerations with their own CPAs, attorneys, and advisors.

• Grow average commitment size and lifetime investor value through relationship depth, reinvestment at fund maturity, and introductions to additional QC Capital platforms.

• Develop and manage referral partnerships with CPAs, estate planning attorneys, wealth advisors, and other professionals who serve affluent clients.

• Plan and lead investor events, including private dinners, property and site tours, educational webinars, and regional roadshows.

• Coordinate the accredited investor verification process required under Rule 506(c), working with third-party verification providers and fund administration to ensure every investor is verified before acceptance.

RIA, Family Office & Institutional Channel

• Develop and maintain deep relationships with RIAs, multi-family and single-family offices, broker-dealers, endowments, foundations, and other institutional allocators.

• Lead the firm through RIA and platform due diligence, including due diligence questionnaires (DDQs), operational due diligence, data room management, and manager meetings.

• Pursue approvals and placements on RIA model portfolios, alternative investment platforms, and family office allocation lists.

• Represent QC Capital at industry conferences, allocator events, and capital introduction meetings.

Outbound & Inbound Sales

• Proactively generate new investor opportunities through high-volume outbound prospecting, including cold calling, targeted email and LinkedIn outreach, and list-based campaigns.

• Manage and convert inbound investor inquiries generated by marketing, events, digital campaigns, and referrals, ensuring timely follow-up, qualification, and progression through the pipeline.

• Work closely with call setters and marketing to optimize lead quality, meeting conversion, and speed to lead.

• Maintain consistent investor engagement through phone, virtual meetings, and in-person interactions.

Pipeline Management, CRM & Performance

• Maintain and actively manage a robust pipeline, recording all outbound and inbound activity in the firm's CRM.

• Track and report on key performance indicators, including call and outreach activity, conversations, meetings held, investors in diligence, soft commitments, funded capital, conversion rates by stage, average check size, and time to close.

• Use CRM data to segment investors by profile, channel, and interest, and to refine outreach strategy and messaging.

• Provide accurate weekly and monthly forecasting of expected closes and funded capital.

• Support the development and coaching of junior investor relations team members.

Investor Relations & Retention

• Serve as a primary point of contact for existing and prospective investors, delivering a high standard of responsiveness, transparency, and professionalism.

• Coordinate investor communications, including quarterly reports, fund updates, distribution notices, performance summaries, and K-1 timing.

• Organize and manage investor meetings, annual investor events, and due diligence sessions.

• Drive investor retention and reinvestment rates, and identify opportunities for existing investors to participate across additional QC Capital platforms.

Compliance

• Conduct all fundraising activity in accordance with Regulation D Rule 506(c), including general solicitation rules, accredited investor verification, and accurate, balanced marketing communications.

• Ensure all investor-facing materials, presentations, and outreach scripts are reviewed and approved by the firm's legal and compliance function prior to use.

• Maintain complete and accurate records of investor communications and documentation.

• Partner with legal counsel on offering documents, subscription agreements, Form D filings, and state notice filings as needed.

Strategic Collaboration

• Work cross-functionally with the investment, operations, legal, and marketing teams to develop compelling investor decks, offering summaries, case studies, and marketing collateral.

• Provide actionable insight to senior leadership on market trends, investor sentiment, competitive offerings, and product positioning.

• Support the design and refinement of fund strategies, terms, and structures aligned with investor demand across both private wealth and institutional channels.

QUALIFICATIONS

Education

• Bachelor's degree in Finance, Business, Economics, or a related field required

• MBA or CFA designation preferred

Experience

• Minimum of 5+ years of relevant experience in investor relations, capital raising, private wealth, or sales within private equity, private credit, real estate, hedge funds, or alternative investments

• Demonstrated track record of raising capital directly from UHNW and HNW individuals, with an existing network of accredited investors strongly preferred

• Proven success raising capital from RIAs, family offices, and institutional investors

• Demonstrated success in both outbound (cold calling) and inbound sales environments, with a consistent record of meeting or exceeding capital raise targets

• Experience raising capital under Regulation D, ideally Rule 506(c)

Expertise

• Deep understanding of alternative investment structures, including private equity, private credit, real assets, and operating businesses

• Ability to explain fund structures, waterfalls, preferred returns, distributions, liquidity terms, and risk factors clearly to both sophisticated and first-time alternative investors

• Strong familiarity with SEC regulations, accredited investor verification, RIA distribution channels, and fundraising compliance

• Working knowledge of the due diligence expectations of RIAs, family offices, and institutional allocators

Skills

• Exceptional communication, presentation, and relationship management skills, with the ability to build trust quickly with high-net-worth individuals and institutional allocators alike

• Strong sales acumen with a results-oriented, revenue-driven mindset

• Consultative approach to investor discovery and portfolio fit

• Strategic thinker with a data-driven approach to investor engagement and pipeline management

• Proficiency in CRM platforms, investor portals, and reporting systems

• Willingness to travel for investor meetings, events, and conferences

HOW SUCCESS IS MEASURED

• Funded capital against individual and firm targets

• Growth in new investor relationships across private wealth and institutional channels

• Average commitment size and pipeline conversion rates

• Investor retention, reinvestment, and cross-platform participation

• Quality, accuracy, and compliance of all investor engagement

QC Capital Group is an equal opportunity employer.