FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup[...]

Synergy Management Group; United States; Remote; USD 200,000 - 250,000; Part time

Job summary

A private equity advisory startup is seeking a FINRA-LICENSED Investment Banker for a targeted capital introduction engagement. This remote role focuses on raising capital from accredited investors for a $500K–$1M Angel round. Candidates should possess a strong network and relevant FINRA licenses, as compensation is success-fee based. This position is ideal for someone experienced in early-stage fundraising.

Qualifications

• MUST BE A U.S.-BASED, FINRA-LICENSED INVESTMENT BANKER.
• Proven startup capital raising experience required.
• Strong personal network of accredited HNW Angel Investors.

Responsibilities

• Support $500K–$1M Angel Round capital raise.
• Make warm introductions to accredited HNW Angel Investors and Family Offices.
• Engage in success-fee compensation structure.

Skills

Negotiation

Due Diligence

Business Strategy

Analysis

Job description

FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup ($500K–$1M)

FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup ($500K–$1M)

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Expertise in Private Equity & Venture Capital Transactions | Finance, Business Strategy, Due Diligence & Analysis, Negotiation, Post Deal Value…

MUST BE A U.S.-BASED, FINRA-LICENSED INVESTMENT BANKER WITH PROVEN STARTUP CAPITAL RAISING EXPERIENCE — REQUIRED FOR SUCCESS-FEE COMPENSATION.

ACCEPTABLE FINRA SECURITIES REGISTRATIONS TO BE CONSIDERED:

• Series 7 – General Securities Representative
• Series 63 – Uniform Securities State Law Exam
• Series 79 – Investment Banking Representative

THIS IS A REMOTE CAPITAL INTRODUCTION / INVESTOR REFERRAL ENGAGEMENT — not a full-time position.

About Synergy Management Group (SMG):

SMG is a private equity advisory startup built on the principles of rigor, integrity, and value creation. We partner with top-tier private equity investors and portfolio companies—supporting sourcing, diligence, and value creation. Our prior engagements include institutional investors managing $100B+, with consultants from McKinsey, Bain, Carlyle, Deloitte, and other top-tier firms.

About the Engagement:

SMG is seeking a U.S.-based, FINRA-LICENSED INVESTMENT BANKER to support our $500K–$1M Angel Round (Reg D 506(c)) by making warm introductions to accredited HNW Angel Investors and/or entrepreneurial Family Offices.

This is a targeted capital introduction/referral mandate, not a full-scope investment banking engagement.

Given the prior unsolicited $500K SAFE term sheet, completed diligence, investor-ready materials, and minimal prep required, this is a streamlined, validated capital raise—ideal for professionals with strong HNW Angel Investor relationships and success-fee flexibility.

Apply if you:

• Have a strong personal network of accredited HNW Angel Investors / Family Offices
• Have experience with early-stage, angel-stage, pre-seed, or founder-led raises (Reg D 506(c))
• Are open to performance-based compensation (success-fee or equity-linked terms only; no upfront cash comp)
• Hold the required FINRA licenses to lawfully receive success-fee compensation (e.g., Series 7, 63, 79, 82, or equivalent).

Compensation:

• Success-fee, paid only upon investor close
• Optional equity participation based on contribution and strategic alignment

We’re moving quickly—apply now if you’re a fit for this validated, high-leverage referral engagement.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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