Managing Director

Social Capital Resources; New York (NY); Remote; USD 300,000 - 650,000; Full time

Job summary

Social Capital Resources—a premier advisory firm—seeks a Managing Director to lead its investment banking practice across defined sector coverage on a nationwide basis. The role blends client origination, senior transaction leadership and the development of execution teams.

Bring established relationships, a track record of winning advisory assignments, and the ability to guide clients through complex financial decisions. MBA and relevant licenses or the willingness to obtain them are required.

Qualifications

• Ten or more years of relevant investment banking or corporate finance advisory experience.
• Demonstrated success originating business and completing transactions, preferably involving middle market companies.
• Established relationships within a defined sector and the ability to articulate a credible business development strategy.
• Experience managing client engagements and leading teams of investment banking professionals.
• Strong technical knowledge of valuation, financial analysis, transaction structures and negotiation.
• Bachelor’s degree in Finance or Accounting and an MBA; Series 63 and either Series 7 or Series 79 registrations, or willingness and ability to obtain the required licenses.
• Strong commercial judgment, communication skills and the ability to manage multiple engagements.

Responsibilities

• Build relationships with business owners, executives, financial sponsors and investors to generate new advisory opportunities.
• Develop a pipeline of M&A and capital raising assignments, taking prospective engagements from initial discussions through mandate negotiation.
• Lead acquisitions, business sales and financing transactions, serving as the senior point of contact for clients.
• Direct valuation, financial analysis, transaction positioning, diligence and the preparation of client materials.
• Manage negotiations and coordinate with legal counsel, accountants and other advisers throughout execution.
• Supervise transaction teams, maintain accountability for deliverables and develop junior bankers.
• Identify additional advisory needs as clients pursue growth, liquidity or changes in ownership.

Skills

Client relationship building

Deal origination

Team leadership

Industry knowledge

Financial analysis

Education

MBA

Bachelor’s in Finance or Accounting

Job description

Location

Geographic Flexibility. This is a nationwide search, and the position can be based anywhere in the United States. Candidates do not need to be located in New York to be considered.

An established advisory firm is seeking a Managing Director to grow its investment banking business within a defined industry sector. The role combines client origination, senior transaction leadership and the development of execution teams.

The successful candidate will bring established relationships, a record of winning advisory assignments and the ability to guide clients through complex financial decisions. This opportunity suits a banker who wants to develop sector coverage while remaining closely involved in transactions.

Responsibilities

• Build relationships with business owners, executives, financial sponsors and investors to generate new advisory opportunities.
• Develop a pipeline of M&A and capital raising assignments, taking prospective engagements from initial discussions through mandate negotiation.
• Lead acquisitions, business sales and financing transactions, serving as the senior point of contact for clients.
• Direct valuation, financial analysis, transaction positioning, diligence and the preparation of client materials.
• Manage negotiations and coordinate with legal counsel, accountants and other advisers throughout execution.
• Supervise transaction teams, maintain accountability for deliverables and develop junior bankers.
• Identify additional advisory needs as clients pursue growth, liquidity or changes in ownership.

Qualifications

• Ten or more years of relevant investment banking or corporate finance advisory experience.
• Demonstrated success originating business and completing transactions, preferably involving middle market companies.
• Established relationships within a defined sector and the ability to articulate a credible business development strategy.
• Experience managing client engagements and leading teams of investment banking professionals.
• Strong technical knowledge of valuation, financial analysis, transaction structures and negotiation.
• Bachelor’s degree in Finance or Accounting and an MBA.
• Series 63 and either Series 7 or Series 79 registrations, or willingness and ability to obtain the required licenses.
• Strong commercial judgment, communication skills and the ability to manage multiple engagements.

Industry Coverage

Candidates should bring expertise in at least one of the following areas:

• Sports and entertainment
• Gaming, including casinos, sports betting or video games
• Infrastructure
• Energy

Candidates are being considered for their individual sector expertise. Coverage across all listed industries is not required.