Capital Advisory

Portage Point Partners•Boston, MA

22h•Hybrid

About The Position

Portage Point Partners is hiring a Managing Director for its growing Investment Banking Capital Advisory team. The role is a senior position on a cross-functional advisory platform serving middle-market clients. Reporting directly to the Head of Investment Banking, the Managing Director will develop new and existing client relationships, lead complex capital-raising engagements, and ensure high-quality delivery. Engagements may include leveraged buyouts, acquisition financings, refinancings, recapitalizations, growth capital and liquidity financings. The role also involves leading key initiatives, managing workstreams, working closely with senior leaders, and helping scale the firm's Investment Banking practice and capital solutions offering. The Managing Director will oversee engagement workflows and deliverables, financial models and marketing materials, and investor diligence. The role includes business development, client presentations, team leadership and mentorship, internal training, talent acquisition, and firm-building. The position is intended for an experienced capital-markets professional who can contribute to a high-performing, inclusive and values-driven culture. The firm expects motivated candidates to collaborate in the office four days per week and be located in or willing to relocate to one of the listed cities. The posted cash compensation range is $1,200,000–$3,000,000 per year, inclusive of base salary and bonus. Final compensation depends on qualifications, education, training, experience and location. Portage Point may also offer comprehensive benefits and equity participation; specific benefits are not listed.

Requirements

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.
Motivated to collaborate in the office four days per week and invested in a team-based culture.
15+ years of investment banking and/or lending experience, focused on capital raising for transactions such as leveraged buyouts, acquisitions, refinancings, recapitalizations, growth and liquidity financings, secondaries or continuation vehicles; middle-market focus is ideal.
Track record of executing debt, equity or hybrid financings through changing market conditions and cycles, advising privately held and sponsor-backed businesses.
Commanding knowledge of current market terms and trends and 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 them within 120 days of employment.
Expertise in project management and client-facing activities, including client presentations and business development meetings, work-plan development, team supervision, and coordination with internal and external service providers.
Direct experience developing clients and engagements, negotiating and selling, and leading engagement teams; demonstrated ability to consistently develop new business across corporate relationships, private equity sponsors, lenders and lawyers.
Superior written and verbal communication skills, including executive-ready presentation and reporting skills.
Demonstrated ability to thrive in lean, fast-moving teams.
High attention to detail, responsiveness and an ownership mindset.
Track record of success in high-pressure, client-facing environments.

Nice To Haves

Middle-market focus in capital-raising experience.
Experience advising privately held and sponsor-backed businesses.

Responsibilities

Lead execution of deliverable workflows with the Portage Point team, from Associates through Managing Directors.
Oversee preparation of financial models, company marketing materials and client presentations.
Manage investors throughout the capital-raising process, including overseeing diligence.
Direct research and analysis supporting thematic publications and new business generation.
Maintain expert understanding of credit quality and valuation drivers, credit agreements and investment documentation, market dynamics, and debt and equity investor landscapes.
Coach and mentor 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.