Manager, Capital Advisory

Next Street is hiring a Manager to join their team and help build their Capital Advisory services. The role involves executing strategic planning, research, and analysis projects to provide transformative solutions for clients. The Manager will have the opportunity to work on complex economic and community development challenges and collaborate with an extraordinary team. The focus of the role is on performing research, data analysis, financial modeling, strategy development, client engagement, and project support. The Manager will also contribute to firm knowledge development and support the expansion of Capital Services offerings.

Perform qualitative and quantitative data analysis to understand a target market, industry, or geography

Interview subject matter experts and conduct focus groups to deepen understanding of client challenges

Analyze historical financial data (up to a three-statement analysis) to identify key challenges, opportunities, and tradeoffs for client

Develop multi-year financial projections based on historical analysis

Synthesize key takeaways to develop actionable recommendations and implementation plans to meet the client’s objectives

Create client deliverables with research findings and recommendations in PowerPoint using visualization and charts

Present findings to clients’ senior leadership and internal firm management

Develop and manage project plans to meet deadlines and effectively manage firm resources

Support the administrative needs of projects, including email communication with internal and external stakeholders, scheduling meetings, focus groups, and surveys

Conduct notetaking for internal and client meetings, knowledge management, and project administration

Contribute to firm knowledge development, codification, and dissemination

Collaborate on Capital Advisory Services Support

• 4+ years of work experience with a professional services firm (investment banking, investment management, private credit/equity, management consulting – with financial services sector client experience, etc.) and/or a Master’s degree in Business Administration, Finance, or equivalent
• Experience and understanding of capital markets and the role financial institutions play in them
• Strong financial acumen and financial modeling skills, ideally with financial structuring experience
• Familiarity with the community development space (CDFIs, foundations, credit unions, impact investors, etc.) and government lending programs (SBA, SSBCI, etc.)
• Understanding of the impact small businesses have on their owners, employees, and communities and the role capital plays in their journey from start-up to fully scaled
• Desire to build a business line and take initiative
• Love for client services and building long-term client relationships

• Competitive salaries and generous benefits packages (including 401k and paid parental leave)
• 20 days of paid time off annually, including federal holidays and volunteer days
• Frequent access to a diverse and dynamic senior team for mentorship and sponsorship
• Annual professional development stipend and coaching for career development
• Flexible work arrangements to accommodate individual schedules and preferences
• Social events and office snacks for team bonding and well-being