Managing Director, Capital Advisory Greater New York City, NY Area + 5 more

The Company is seeking a Managing Director, Capital Advisory to lead client relationships and complex capital-raising engagements, including acquisition financing, refinancings, recapitalizations, growth capital, and liquidity financing. The role oversees transaction workflows, financial models, marketing materials, client presentations, and investor diligence, while directing research and supporting new business development. The Managing Director will also mentor junior colleagues, lead training and talent initiatives, and contribute to a collaborative, high-performing culture. Candidates should have a bachelor’s degree and at least 15 years of investment banking or lending experience, with substantial capital-raising expertise, ideally serving middle-market businesses. A strong record of executing debt, equity, or hybrid financings across market cycles and deep relationships with lenders and equity providers are required. Applicants should bring expert knowledge of credit quality, valuation, financing terms, and investment documentation, along with proven client development, negotiation, project management, and team leadership skills. Excellent communication, attention to detail, and the ability to thrive in fast-paced, high-pressure environments are essential; required professional licenses must be held or obtained within the specified timeframe.

Hiring Company

Portage Point Partners