Investment Banking Vice President, Capital Markets (Elite Boutique)

About the job Investment Banking Vice President, Capital Markets (Elite Boutique)

Our client is a premier technology-focused investment bank offering strategic M&A advisory, agented private capital financing, and debt capital markets services. With deep expertise across Enterprise Software and Infrastructure, FinTech, HealthTech, Internet+Digital Media, eCommerce, Consumer Software, and AIoT & Industrial Technology, the firm has established itself as a trusted advisor to innovative companies and financial sponsors.

The Capital Markets team specializes in delivering customized capital solutions spanning the entire capital structurefrom growth debt and venture debt to equity private placements, LBO financings, recapitalizations, and capital structure optimizations. Their experience across multiple credit cycles enables them to navigate complex and challenging situations where traditional approaches fall short.

The Opportunity

The firm seeks an exceptional Vice President with leveraged finance structuring expertise to join their Capital Markets team. This role offers a unique transition from product-focused structuring to client-facing advisory, where technical skills translate directly into trusted advisor relationships. Candidates will have significant deal ownership, direct CFO and sponsor access, and the entrepreneurial autonomy typical of elite boutiques.

Key Responsibilities

Origination & Client Management

Lead relationships with technology company CFOs, treasurers, and private equity sponsors

Originate capital markets transactions through proactive outreach and existing network leverage

Develop and present sophisticated financing proposals tailored to strategic objectives

Build and maintain institutional investor relationships across debt and equity capital providers

Structuring & Execution

Design customized capital solutions including growth debt, LBOs, acquisition financings, recaps, and equity placements

Structure complex credit agreements, intercreditor arrangements, and covenant packages

Lead financial analysis and credit underwriting with focus on technology business models and unit economics

Advise on capital structure optimization in connection with M&A, refinancings, and strategic events

Manage transaction execution from term sheet through closing, coordinating across legal, accounting, and banking partners

Navigate challenging financing situations requiring creative, differentiated solutions

Team Development

Mentor Associate and Analyst team members on technical and client skills

Lead internal deal teams ensuring excellence in execution

Contribute to firm intellectual capital and best practices

Required Qualifications

6-10 years in leveraged finance structuring, debt capital markets, or related investment banking roles

Strong preference for candidates with leveraged finance structuring backgrounds including expertise in credit documentation, loan structures, and covenant negotiations

Proven transaction execution track record, preferably in technology

Deep technical knowledge: credit agreements, first/second lien structures, unitranche, mezzanine, intercreditor agreements

Existing relationships within the technology finance ecosystem (CFOs, sponsors, lenders, investors)

Bachelor's degree from a top-tier university; Series 79 and 63 (or ability to obtain)

Exceptional financial modeling across various capital structures

Outstanding communication skills with C-suite presentation experience

Ability to manage multiple complex transactions simultaneously

Entrepreneurial mindset suited to boutique environment

Preferred Qualifications

MBA or advanced degree from leading institution

Leveraged finance structuring experience at bulge bracket or leading middle-market bank

Technical expertise in syndicated and direct lending markets, borrowing base mechanics, PIK securities

Experience structuring sponsor-backed LBOs, dividend recaps, and acquisition financings

Network across multiple technology verticals

Background in private equity, venture capital, or technology operating roles

Track record of client origination

Multi-cycle market experience

Compensation & Benefits

Highly competitive base salary commensurate with experience

Performance-based bonus with significant upside potential

Comprehensive health, dental, and vision coverage

401(k) with firm matching

Flexible PTO policy

Professional development budget

Industry conference attendance