BTIG: Investment Banking, Investment Banker, Vice President (Private Capital Advisory)
U.S. Bank
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BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Following our acquisition by U.S. Bancorp in 2026, we combine BTIG’s high-touch, client-first approach with the scale and stability of the nation’s fifth largest commercial bank. We take pride in attracting the best and brightest individuals from diverse backgrounds and mindsets, and we continue to foster a culture where entrepreneurial spirit thrives—now supported by the resources and long-term commitment of U.S. Bancorp.
Job Description
BTIG is seeking a Vice President to join its Private Capital Advisory practice within Investment Banking. This role is focused on originating, structuring, and executing middle market debt financings for middle market companies and their financial sponsors. The ideal candidate is a highly motivated, entrepreneurial professional with a demonstrated track record in private credit, leveraged finance, or direct lending and can demonstrate a strong network among middle market lenders, private equity sponsors, family offices, and/or alternative lenders.
This is a client-facing, deal-execution role with significant responsibility and direct exposure to senior leadership from day one.
Duties & Responsibilities:
- In partnership with coverage officers, originate new financing mandates by cultivating and maintaining relationships with middle market companies, private equity sponsors, family offices, and other corporate 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 transaction processes end-to-end, 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, confidential information memoranda (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
Requirements & Qualifications:
- 5–10 years of relevant experience in investment banking (leveraged finance, debt advisory, or sponsor coverage), direct lending, private credit, or a related field
- Demonstrated experience originating client relationships and/or contributing meaningfully to deal origination efforts
- 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 skills; ability to communicate complex financial concepts clearly to clients and lenders
- Highly organized, detail-oriented, and capable of managing multiple transactions simultaneously in a fast-paced environment
- Series 79 and Series 63 licenses required (or willingness to obtain promptly)
- Bachelor's degree required; MBA or equivalent advanced degree a plus
Compensation:
- Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
- The current estimated base salary range for this role is $230,000.00 - $250,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
The average job posting receives 250 applications.
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