Managing Director, Investment Banking – Capital Advisory

Portage Point Partners

. Advise middle-market clients on mergers and acquisitions, capital raises, restructurings and special situations .

Posted 10/30/2026full-timeUnited StatesLead💰 $1,200,000 - $3,000,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in investment banking with a focus on capital raising, including debt and equity financings. Proven ability to lead client engagements, manage teams, and develop strong client relationships while maintaining high standards of communication and project management.

Highest-signal resume keywords

15+ Years Of Investment Banking ExperienceCapital Raising ExpertiseClient Relationship ManagementProject Management SkillsSeries 79 And 63 FINRA Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuationCredit AgreementsInvestment DocumentationDebt FinancingEquity FinancingLeveraged BuyoutsAcquisition FinancingRefinancingRecapitalization

Soft Skills

Superior Written CommunicationVerbal Communication SkillsCoaching And MentoringAttention To DetailOwnership Mindset

Certifications & Qualifications

Series 79 LicenseSeries 63 License

Industry Keywords

Mergers And AcquisitionsCapital RaisesPrivate Lending InstitutionsEquity Capital ProvidersMarket DynamicsInvestment BankingClient PresentationsBusiness DevelopmentHigh-Pressure EnvironmentsThematic Publications

About the role

Key responsibilities & impact

Advise middle-market clients on mergers and acquisitions, capital raises, restructurings and special situations
Develop new and existing client relationships
Lead complex capital raising engagements, including leveraged buyouts, acquisition financings, refinancings, recapitalizations, growth capital and liquidity financings
Lead execution of deliverable workflows across Associates through Managing Directors
Oversee preparation of financial models, company marketing materials and client presentations
Manage investors throughout capital raising processes and oversee diligence
Direct research and analysis for thematic publications and new business generation
Maintain expertise on credit quality, valuation, credit agreements, investment documentation, market dynamics and debt/equity investor landscapes
Coach and mentor 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
Report directly to the Head of Investment Banking and work closely with senior leaders

Requirements

What you’ll need

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
Motivated to collaborate in office four days per week
15+ years of investment banking and/or lending experience, focused on capital raising and related financings
Track record executing debt, equity or hybrid financings through changing market conditions and cycles
Experience advising privately held and sponsor-backed businesses
Deep knowledge of market terms, trends, credit quality, valuation, credit agreements and investment documentation
Relationships across private and public lending institutions and equity capital providers
Maintains Series 79 and 63 FINRA licenses or must obtain within 120 days of employment
Expert project management and client-facing skills
Experience leading client presentations, business development meetings, work plans and teams
Direct experience in client and engagement development, negotiating and selling
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
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

Benefits

Comp & perks

Cash compensation includes base plus bonus
Comprehensive benefits may be offered
Equity participation may be offered