Managing Director, Investment Banking (IB) // Capital Advisory

Responsibilities

• Lead execution of all deliverable workflows alongside the Portage Point team, from Associates through Managing Directors
• Oversee the preparation of financial models, company marketing materials and client presentations
• Manage investors throughout the capital raising process, including overseeing their diligence
• Direct research and analysis in support of thematic publications and new business generation
• Maintain an expert understanding of the drivers of credit quality and valuation, the mechanics of credit agreements and investment documentation, market dynamics and the landscape of debt and equity investors
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Lead business development and client relationship efforts
• Lead talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
• Invested in a team-based culture, motivated to collaborate in office four days per week
• 15+ years of investment banking and/or lending experience, with a focus on raising capital in connection with, among other things, leveraged buyouts, acquisitions, refinancings, recapitalizations, growth and liquidity financings or secondaries and continuation vehicles, in each case, ideally focused on the middle market
• Track record of successfully executing debt, equity or hybrid financings through changing market conditions and cycles, with experience advising privately held and sponsor-backed businesses
• Commanding knowledge of current market terms and trends, with deep relationships across private and public lending institutions, including commercial banks, private and public debt funds and equity capital providers
• Maintains Series 79 and 63 FINRA licenses or must obtain within 120 days of employment
• Expert in project management and client-facing activities, including leading client presentations and business development meetings, developing work plans, supervising teams and coordinating with internal and external service providers
• Direct experience in client and engagement development, negotiating and selling, and leading engagement teams, with a demonstrated ability to consistently develop new business across a network of corporate relationships, private equity sponsors, lenders and lawyers
• Superior written and verbal communication skills, including executive-ready presentation and reporting skills
• Proven ability to thrive in lean, fast-moving teams
• High attention to detail, responsiveness and ownership mindset
• Track record of success in high-pressure, client-facing environments