Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 27 hours ago

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

Portage Point Partners57 open roles

Where
New York, NY
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowManaging Director, Investment Banking (IB) // Capital AdvisoryPortage Point Partners · New York, NY

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Portage Point Partners's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.9% of postings close within 7 days. Measured by our own scanner across the market. Portage Point Partners postings stay open a median of 60 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 12.9%7 days
  4. 21.0%14 days
  5. 35.6%30 days
  6. 58.5%60 days
This job: posted 27 hours ago

Portage Point Partners median: 60 days open

The posting

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.

The Managing Director, Capital Advisory role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director would become the fourth senior member of Portage Point's growing Capital Advisory team, a key addition as the IB team scales its IB practice and extends the firm's capital solutions to its clients. The Managing Director will report directly to the Head of Investment Banking and be responsible for developing new and existing client relationships, leading complex capital raising engagements (including leveraged buyouts, acquisition financings, refinancings, recapitalizations, growth capital and liquidity financings) and ensuring every engagement is delivered with the highest quality and impact. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing advisory firm, this is the right role for you.

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

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Portage Point Partners's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Portage Point Partners's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Portage Point Partners's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.