Capital Markets Partner
Skills
AllocationsCorporate FinanceCustomer Relationship ManagementDirect AccessInvestor RelationsLicensingManagement
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 10+ years of senior-level experience in middle-market investment banking private equity placement agent groups or family office advisory
- Active verified relationships with Single-Family Offices Multi-Family Offices High-Net-Worth Individuals or Qualified Purchasers
- Full independence to manage investor relationships within regulatory licensing or exemption frameworks
- Ability to operate autonomously in a principal-to-principal partnership model
Nice to have
- Independent
- Well connected
- Principal-level
- Commercially minded
- Self-directed
Day to day
- Distribute pre-vetted lower middle-market capital mandates to active allocators
- Support institutional-ready deal flow by connecting investors with sanitized opportunities
- Collaborate with embedded operators on client accounts to solve financial operational and technical bottlenecks
- Maintain independent investor relationships while monetizing joint advisory engagements
Hiring process
- Submit credentials
- Schedule a brief introductory call