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McCarthy Search

Director Investment Banking

L7

james search groupBurlington, IA4 days ago

Occupations

Investment Fund ManagersFinancial ManagersFinancial and Investment Analysts

Industries

Investment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesPortfolio Management and Investment Advice
Director – Investment Banking (Capital Markets)
Location: New York, NY (Remote)
About the Role: James Search Group is partnering with a boutique investment bank focused on lower to middle market companies to hire a Director in New York City. This is a senior, execution-focused role with significant responsibility across capital markets transactions, including private placements, PIPEs, SPAC-related transactions, growth equity raises, bridge financings, and IPOs, alongside selective M&A mandates. The Director will play a critical role leading deal execution, managing client relationships, and driving transaction processes from origination through close. This position offers the opportunity to work directly with founders, management teams, and institutional investors in a highly entrepreneurial, hands-on environment.
About the Client: Our client is a well-established boutique investment bank specializing in capital raising and strategic advisory for lower middle market companies, typically ranging from $10M–$150M in enterprise value. The firm is known for its high-touch approach, strong investor network, and ability to execute complex transactions for founder-led and closely held businesses.
What You’ll Be Doing:
  • Lead execution of capital markets transactions, including private placements (equity and debt), PIPEs, SPAC/de-SPAC transactions, bridge financings, and IPO processes
  • Serve as day-to-day lead on live deals, managing timelines, workstreams, and junior team members (Analysts/Associates)
  • Oversee development of financial models, valuation analyses, and transaction materials, ensuring accuracy and quality
  • Drive preparation of investor-facing materials, including pitch decks, CIMs, management presentations, and offering documents
  • Manage investor outreach processes, including coordination with private equity firms, hedge funds, family offices, and credit investors
  • Lead due diligence processes, data room management, and Q&A coordination with investors and counterparties
  • Participate in and lead client meetings, investor calls, and negotiations alongside senior leadership
  • Support business development efforts, including pitch preparation and identifying new opportunities within existing relationships
  • Provide strategic guidance to clients on capital structure, valuation, and transaction positioning
What We’re Looking For:
  • Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA is a plus)6–10+ years of experience in investment banking or capital markets, with strong exposure to private placements, PIPEs, SPACs, or other structured financings
  • Proven track record of leading transaction execution and managing multiple live deals simultaneously
  • Advanced financial modeling and valuation skills, including capital structure and dilution analysis
  • Strong experience developing and reviewing high-quality client and investor materials
  • Existing relationships with institutional investors (private equity, hedge funds, family offices, credit funds) is a strong plus
  • Excellent communication and client management skills, with the ability to operate as a trusted advisor
  • Demonstrated leadership experience managing and mentoring junior team members
  • Entrepreneurial mindset and comfort operating in a lean, fast-paced environment
  • Why This Role
  • Leadership role with direct impact on deal execution and client relationships
  • High exposure to capital markets transactions, including PIPEs and SPACsOpportunity to work closely with founders and senior decision-makers
  • Flat, entrepreneurial team structure with strong upward mobility
  • Competitive base salary, performance-based bonus, and comprehensive benefits
Equal Opportunity Employer Our client is an equal opportunity employer committed to fostering a diverse and inclusive workplace.
How to Apply: To apply or learn more, please submit your resume or contact James Search Group directly. A member of our team will be in touch.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

ManagerL7

Location

Burlington, IA

Occupation

Investment Fund Managers

Industry

Investment Banking and Securities Intermediation

Posted

4 days ago

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