The Opportunity
As the table is set for Vistara entering this next phase of growth, we are looking to add a Senior Associate – Capital Formation & Investor Relations to our team (flexible location based on networks – likely in Toronto or Vancouver).

This individual will need to play an immediate and key role in supporting Vistara’s continued capital formation efforts, with a focus on our upcoming Structured Opportunities Fund. Working closely with Vistara’s Partnership team, the Senior Associate will help identify and develop prospective investor relationships, participate in investor meetings and fundraising activities, manage ongoing investor engagement and follow-up, and support the development of institutional-quality fundraising and diligence materials.

Our ideal candidate combines strong relationship-building and communication skills with financial acumen, attention to detail, and the ability to execute. You are commercially minded, comfortable engaging with sophisticated investors, and excited by the opportunity to take ownership of a meaningful role within a growing, entrepreneurial investment firm with significant momentum and investor support.

Key Responsibilities
Capital Formation & Investor Development

Identify, research, and develop relationships with existing LPs, prospective institutional investors, family offices, foundations, wealth platforms, consultants, and other potential LPs partners primarily across geographies in Canada and the US.

Conduct proactive outreach and help build and manage Vistara’s fundraising pipeline

Participate in investor meetings, conferences, and other fundraising activities alongside senior members of the firm

Develop an understanding of prospective investors’ mandates, allocation priorities, portfolio construction, and investment processes to identify potential fit with Vistara

Drive timely follow-up with prospective investors, including coordinating diligence requests, additional meetings, data room access, and other materials required to advance relationships

Maintain accurate records of investor activity,



relationship status, next steps, and fundraising progress across Vistara’s investor database and internal reporting

Assist in development of written fundraising and marketing materials, including private placement memoranda, investor presentations, due diligence questionnaires, data room materials, and other investor communications

Assist with preparation of detailed qualitative and quantitative diligence materials covering Vistara’s investment strategy, portfolio construction, fund performance, track record, and firm capabilities

Respond to diligence questions and information requests from prospective and existing investors, working with the appropriate internal teams to develop accurate and timely responses

Prepare Partnership team members for investor meetings, including investor background, relationship history, relevant portfolio and performance information, meeting objectives, and supporting materials

Continually enhance Vistara’s fundraising narrative and investor materials based on market developments and investor feedback

Investor Relations & LP Engagement

Support ongoing relationships with Vistara’s existing and new LPs, including responding to investor inquiries related to portfolio companies, prior fund performance, capital accounts, and other matters

Assist with quarterly and annual investor reporting, webinars, capital call and distribution communications, and other ongoing LP materials

Maintain a strong understanding of Vistara’s portfolio, investment activity, fund performance, and broader strategy to effectively communicate with current and prospective investors

Legal & Compliance

Work with the Investment, Finance, Legal,



Marketing and Compliance teams to ensure investor-facing materials are accurate, consistent, and meet firm policy and applicable regulatory requirements

Facilitate internal review and approval processes for external-facing fundraising and investor materials

Requirements

Bachelor’s degree in finance, business, economics, or a related field

4–6 years of experience in capital formation, investor relations, institutional sales, investment banking, venture capital, private markets, or a related financial services role

Strong understanding of private markets and alternative investment strategies, particularly private credit, private equity, and venture capital

Demonstrated ability to build relationships and engage sophisticated institutional investors with confidence and professionalism

Commercially minded and results-oriented, with a proactive approach to originating opportunities and advancing fundraising conversations

Excellent communication and analytical skills, with the ability to distill complex financial information into clear, compelling investor materials and presentations

Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced, entrepreneurial environment while collaborating across all levels of the firm

Advanced proficiency in PowerPoint and Excel; experience with GenAI tools (e.g. ChatGPT, Claude) is considered an asset

Willingness to travel periodically for investor meetings, conferences, and fundraising initiatives

Compensation Structure:

Your compensation will be comprised of a base salary and bonus components related to fundraising success in your role with both existing and newly sourced investors.

We welcome all applicants, as we are strong supporters of diversity, equity, and inclusion within our organization and through a number of community initiatives. We sincerely appreciate all submissions; however, only candidates selected for interviews will be contacted.

#J-18808-Ljbffr

📌 Senior Associate: Capital Formation and Investor Relations (Ontario)
🏢 Vistara Growth
📍 Ontario