Role Overview for VP, Capital Markets with a Mid-Market Investment Bank – Chicago, IL
JRG Partners is exclusively representing a premier, rapidly expanding mid-market investment bank in their search for a dynamic and experienced Vice President (VP) of Capital Markets. Based in the vibrant financial hub of Chicago, IL, this is a pivotal role within a firm known for its entrepreneurial spirit, collaborative culture, and exceptional track record in delivering bespoke financial solutions to a diverse client base. Our client focuses on providing M&A advisory, debt and equity capital raising, and restructuring services to middle-market companies across various industries.
The VP, Capital Markets will be a key leader within the organization, playing a critical role in the entire transaction lifecycle, from origination and client relationship management to deal execution and closing. This position offers a unique opportunity to gain significant client-facing experience, take on substantial responsibility, and contribute directly to the firm’s strategic growth.
The ideal candidate is a results-driven professional with a deep understanding of capital markets, a robust network of contacts, and a proven ability to lead complex transactions. You will be joining a team of highly motivated professionals in an environment that rewards initiative, intellectual curiosity, and a commitment to excellence. This role is not just a job; it is a career-defining opportunity for an ambitious individual to make a tangible impact and advance towards a Managing Director position within a meritocratic and supportive framework.
As the VP, you will serve as the central hub for deal teams, mentoring junior bankers while working closely with senior leadership. Your expertise will be crucial in advising clients on optimal capital structures, navigating fluctuating market conditions, and executing transactions that achieve their strategic and financial objectives. This role requires a blend of sophisticated analytical skills, exceptional communication abilities, and a strategic mindset capable of identifying and capitalizing on market opportunities. If you are a seasoned investment banker looking to transition to a more entrepreneurial platform where your contributions are highly visible and directly impact the firm’s success, this position represents an unparalleled opportunity.
Key Responsibilities of VP, Capital Markets with a Mid-Market Investment Bank – Chicago, IL
The Vice President of Capital Markets will assume a wide range of responsibilities, encompassing all aspects of investment banking deal flow. Success in this role will be measured by your ability to manage multiple projects simultaneously while maintaining the highest standards of quality and client service.
Transaction Execution Leadership
Act as the day-to-day leader on deal teams, managing the entire execution process for debt and equity capital raises, M&A advisory, and other financial advisory assignments. This includes overseeing the creation of comprehensive financial models (LBO, DCF, merger models), complex valuation analyses (comparable company, precedent transaction), and detailed due diligence processes.
Material Preparation and Review
Supervise and review the creation of all client-facing materials, ensuring they are of the highest quality. This includes pitch books, confidential information memorandums (CIMs), management presentations, and board-level communications. Your attention to detail will be critical in articulating compelling investment theses and strategic rationales.
Business Development and Deal Origination
Proactively source new business opportunities by leveraging your existing network and developing new relationships with private equity firms, corporate executives, and other industry intermediaries. You will be expected to actively participate in the firm’s marketing efforts, attend industry conferences, and contribute to the development of new client acquisition strategies.
Client Relationship Management
Serve as a key point of contact for clients throughout the engagement lifecycle. Provide sophisticated, data-driven advice on capital structure, financing alternatives, and M&A strategy. Build and maintain long-term, trusted relationships by consistently delivering exceptional service and strategic insights.
Team Mentorship and Development
Play a crucial role in the professional development of junior banking staff, including Associates and Analysts. Provide direct mentorship, constructive feedback, and on-the-job training. Foster a collaborative, inclusive, and high-performance team culture that encourages learning and career growth.
Market Intelligence and Strategy
Maintain a deep and current understanding of capital markets trends, macroeconomic conditions, and industry-specific developments. Stay informed on the latest FINRA rules and guidance that impact capital market transactions. Provide insightful analysis and strategic recommendations to both clients and senior management to inform decision-making.
Negotiation and Closing
Play a significant role in negotiating key transaction terms with opposing parties, including legal counsel, investors, and lenders. Drive the transaction process forward to a successful and timely closing, adeptly managing any challenges that arise.
Requirements for the VP, Capital Markets with a Mid-Market Investment Bank – Chicago, IL
We are seeking a highly credentialed and motivated individual who possesses the technical expertise, leadership qualities, and professional drive to excel in this demanding role. The following qualifications are essential:
Professional Experience
A minimum of 6-10 years of progressive experience in investment banking, with a significant portion spent at a reputable mid-market or bulge-bracket firm. Direct experience in executing M&A, debt, and equity transactions is required. Candidates should currently be at the Senior Associate or junior VP level.
Educational Background
An undergraduate degree in Finance, Economics, Accounting, or a related quantitative field from a top-tier university is required. A Master of Business Administration (MBA) from a leading business school or a Chartered Financial Analyst (CFA) designation is highly preferred.
Technical Proficiency
Expert-level skills in financial modeling, valuation, and corporate finance theory. Demonstrated ability to build complex, dynamic financial models from scratch is essential. High proficiency with industry-standard software, including Microsoft Excel, PowerPoint, Capital IQ, and Bloomberg.
Leadership and Management Skills
Proven experience in managing and mentoring junior team members. The ability to lead deal teams effectively, delegate tasks, and manage projects against tight deadlines is critical.
Communication and Interpersonal Skills
Exceptional written and verbal communication skills. Must be able to articulate complex financial concepts clearly and concisely to clients, senior executives, and other stakeholders. Strong presentation skills and a high degree of professional presence are required.
Analytical and Problem-Solving Abilities
Superior analytical and quantitative skills with an impeccable attention to detail. A demonstrated ability to think critically, identify key issues, and develop creative solutions to complex problems.
Personal Attributes
A strong work ethic, high level of integrity, and an entrepreneurial spirit. Must be a self-starter with the ability to work independently and as part of a collaborative team. Resilience and a positive attitude in a fast-paced, high-pressure environment are crucial.
Licensing
FINRA Series 79 and Series 63 licenses are required or must be obtained promptly upon employment.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive and comprehensive compensation and benefits package. They believe in rewarding performance and investing in the well-being and professional growth of their employees.
Competitive Compensation
A highly competitive base salary complemented by a significant, performance-based annual bonus that directly reflects individual and firm success.
Comprehensive Health and Wellness
A robust benefits package including premium medical, dental, and vision insurance for employees and their dependents. The plan also includes access to wellness programs and mental health resources.
Retirement Savings
A 401(k) retirement plan with a generous company matching contribution to help you plan for your financial future.
Generous Paid Time Off
A competitive paid time off (PTO) policy, including vacation days, sick leave, and all major public holidays, to ensure a healthy work-life balance.
Career Advancement
A clear and defined career trajectory with significant opportunities for advancement to Director and Managing Director roles based on merit and performance.
Professional Development
Strong support for continued learning and professional growth, including sponsorship for relevant certifications (such as the CFA), industry conferences, and advanced training programs.
Work Environment
A dynamic, collaborative, and entrepreneurial culture in a modern office space located in the heart of Chicago’s financial district. You will work alongside talented and driven professionals in a non-hierarchical setting.
Additional Perks
Other benefits include commuter benefits, firm-sponsored social events, and a supportive team environment that values every member’s contribution.
How to Apply
JRG Partners is proud to partner with this leading investment bank to find their next VP of Capital Markets. This is a confidential search, and all applications will be handled with the utmost discretion. If you meet the qualifications outlined above and are ready to take on a challenging and rewarding role that will accelerate your career, we strongly encourage you to apply.
To submit your application and learn more about our specialized expertise in placing top-tier talent within the financial services sector, please visit our Investment Banking Recruitment Practice page. We look forward to reviewing your credentials and discussing this exciting opportunity with you.
