BTIG: Investment Banking, Investment Banker, Vice President (Private Capital Advisory)

U.S. Bank • New York, NY

10d

About The Position

BTIG is seeking a Vice President to join its Private Capital Advisory practice within Investment Banking. The role focuses on originating, structuring, and executing middle market debt financings for middle market companies and their financial sponsors. It is a client-facing, deal-execution position with significant responsibility and direct exposure to senior leadership from day one. The ideal candidate is an entrepreneurial professional with experience in private credit, leveraged finance, or direct lending, and a strong network among middle market lenders, private equity sponsors, family offices, and/or alternative lenders.

BTIG is a global financial services firm specializing in institutional trading, investment banking, research, and related brokerage services. Following its acquisition by U.S. Bancorp in 2026, BTIG combines its client-first approach with the scale and stability of U.S. Bancorp.

Requirements

• 5–10 years of relevant experience in investment banking (leveraged finance, debt advisory, or sponsor coverage), direct lending, private credit, or a related field.
• Demonstrated experience originating client relationships and/or meaningfully contributing to deal origination efforts.
• Deep knowledge of middle market debt capital structures, credit documentation, and financing market dynamics.
• Strong financial modeling skills, including LBO, cash flow, and credit analysis.
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly to clients and lenders.
• Highly organized and detail-oriented, with the ability to manage multiple transactions simultaneously in a fast-paced environment.
• Series 79 and Series 63 licenses required, or willingness to obtain them promptly.
• Bachelor's degree required.

Nice To Haves

• MBA or equivalent advanced degree.

Responsibilities

• Originate new financing mandates in partnership with coverage officers by cultivating and maintaining relationships with middle market companies, private equity sponsors, family offices, and other corporate clients.
• Structure and execute middle market debt transactions, including senior secured loans, unitranche facilities, subordinated or mezzanine debt, PIK instruments, and other bespoke private credit solutions.
• Lead transaction processes from start to finish, including pitch preparation, financing strategy, lender identification, term sheet negotiation, due diligence management, and closing.
• Develop and maintain a targeted lender universe that includes BDCs, credit funds, insurance companies, family offices, and other alternative capital providers.
• Prepare and review marketing materials, confidential information memoranda, financial models, lender presentations, and term sheets.
• Mentor and develop junior bankers, providing guidance on modeling, execution, and client interaction.
• Collaborate with BTIG's broader Investment Banking platform, including M&A, equity capital markets, and sector coverage teams, to deliver comprehensive client solutions.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation of two to five weeks, depending on salary grade and tenure.
• Up to 11 paid holiday opportunities.
• Adoption assistance.
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior