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Vice President, Capital Markets (Elite-Boutique)

Vice President, Capital Markets (Elite-Boutique)

Prospect Rock PartnersSan Francisco, CA, United States
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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 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.

Key Responsibilities

  • 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

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