Senior Private Debt & Credit Advisory — VP/Director

BTIG; New York (NY); On-site; USD 230,000 - 250,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

BTIG is seeking a Vice President or Director to join its Private Capital Advisory practice within Investment Banking. This role focuses on originating, structuring, and executing middle market debt financings for middle market companies and their financial sponsors.

The ideal candidate has a proven track record in private credit, leveraged finance, or direct lending and a strong network among lenders, sponsors, family offices, and/or alternative lenders.

Qualifications

• 5-10 years of relevant investment banking experience (leveraged finance, debt advisory, or sponsor coverage).
• Demonstrated experience originating client relationships and 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; ability to explain complex financial concepts clearly to clients and lenders.
• MBA or equivalent advanced degree is a plus.

Responsibilities

• Originate new financing mandates by cultivating and maintaining relationships with middle market clients.
• Structure and execute a broad range of middle market debt transactions including senior secured loans, unitranche facilities, subordinated/mezzanine debt, PIK instruments, and other bespoke private credit solutions.
• Lead end-to-end transaction processes including pitch preparation, financing strategy, lender identification, term sheet negotiation, due diligence management, and closing.
• Develop and maintain a targeted lender universe including BDCs, credit funds, insurance companies, family offices, and other alternative capital providers.
• Prepare and review high-quality marketing materials, CIMs, financial models, lender presentations, and term sheets.
• Mentor and develop junior bankers, providing guidance on modeling, execution, and client interaction.
• Collaborate with BTIG's broader Investment Banking platform including M&A, equity capital markets, and sector coverage teams to deliver comprehensive solutions to clients

Skills

Client relationship origination

Financial modeling

Middle market debt structures

Communication skills

Series 79 and Series 63

Education

Bachelor's degree

MBA or advanced degree

Job description

BTIG is seeking a Vice President or Director to join its Private Capital Advisory practice within Investment Banking. This role focuses on originating, structuring, and executing middle market debt financings for middle market companies and their financial sponsors.

The ideal candidate has a proven track record in private credit, leveraged finance, or direct lending and a strong network among lenders, sponsors, family offices, and/or alternative lenders.