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

U.S. Bank • New York, NY

19h • $230,000 - $250,000

About The Position

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

The role works in partnership with coverage officers to originate financing mandates, leads transaction processes from preparation through closing, and collaborates with BTIG's broader Investment Banking platform to deliver comprehensive client solutions. It also includes mentoring junior bankers.

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.
• 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, including the ability to communicate 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

• Partner with coverage officers to originate financing mandates 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 end to end, 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 M&A, equity capital markets, and sector coverage teams to deliver comprehensive solutions to clients.

Benefits

• Healthcare, including medical, dental, and vision coverage.
• 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