Role Overview for Managing Director, Leveraged Finance with a Boutique Bank – Houston, TX
JRG Partners is proud to exclusively represent a premier, rapidly growing boutique investment bank in its search for a Managing Director of Leveraged Finance. Based in the dynamic energy and commerce hub of Houston, Texas, this is a cornerstone leadership role designed for a seasoned and ambitious banking professional. Our client has carved a significant niche by providing sophisticated advisory and capital-raising services to middle-market companies and private equity sponsors, distinguishing themselves through deep industry expertise, senior-level attention on every transaction, and an entrepreneurial, results-oriented culture.
The Managing Director will be the driving force behind the firm’s Leveraged Finance practice in the region. This individual will be responsible for the entire lifecycle of leveraged finance transactions, from origination and business development to structuring, execution, and closing. The ideal candidate is a market-facing leader with a robust network of private equity and corporate relationships, a proven track record of closing complex debt financing, and the vision to build and scale a high-performing team.
This role offers a unique opportunity to make a significant impact, benefit from a highly lucrative and transparent compensation structure, and take on a pivotal leadership position within a flat, collaborative, and ambitious organization. You will not be a small cog in a large machine; you will be a key architect of the firm’s future success.
Key Responsibilities of Managing Director, Leveraged Finance with a Boutique Bank – Houston, TX
The Managing Director will assume a broad range of responsibilities, encompassing business development, transaction management, and team leadership. Success in this role requires a blend of strategic thinking, technical expertise, and exceptional interpersonal skills.
Deal Origination & Business Development
- Proactively identify, source, and originate new leveraged finance opportunities, including acquisition financing, dividend recapitalizations, growth capital, and refinancings.
- Develop and cultivate a strong, proprietary network of relationships with private equity sponsors, middle-market company executives (CFOs, CEOs), commercial banks, direct lenders, and other financial intermediaries.
- Lead the marketing and pitching of the bank’s debt advisory and placement services, effectively communicating the firm’s value proposition and capabilities.
- Represent the firm at industry conferences, networking events, and client meetings to enhance its brand presence and generate new business leads.
- Maintain a consistent and active deal pipeline, providing regular updates to senior management on market activity and potential opportunities.
Transaction Execution & Structuring
- Lead the end-to-end execution process for all mandated transactions, serving as the primary point of contact for clients and capital providers.
- Oversee the creation of detailed financial models, credit analyses, and enterprise valuations to support financing transactions.
- Develop and evaluate optimal capital structures, advising clients on a range of debt instruments including senior secured loans (revolving credit facilities, term loans), unitranche facilities, second-lien debt, and mezzanine capital.
- Direct the preparation of high-impact marketing materials, including Confidential Information Memorandums (CIMs), lender presentations, and financial models.
- Lead the negotiation of term sheets, commitment letters, and credit agreements with lenders on behalf of clients, ensuring favorable terms and conditions.
- Manage the due diligence process, coordinating with clients, legal counsel, and third-party advisors to ensure a smooth and efficient closing.
Team Leadership & Mentorship
- Recruit, train, and develop a team of high-caliber junior banking professionals (Vice Presidents, Associates, and Analysts).
- Foster a culture of excellence, collaboration, and high performance, providing clear direction, constructive feedback, and mentorship to team members.
- Manage deal team staffing, workflow, and resource allocation to ensure flawless execution and high-quality work product.
- Serve as a role model for the firm’s values, demonstrating integrity, professionalism, and a relentless commitment to client success.
Requirements for the Managing Director, Leveraged Finance with a Boutique Bank – Houston, TX
Candidates must possess a distinguished track record in leveraged finance and the leadership qualities necessary to build a successful practice. The following qualifications are essential:
Experience
A minimum of 15 years of progressive experience in investment banking, with a deep specialization in leveraged finance, debt capital markets, or financial sponsors coverage. Prior experience at the Director or Managing Director level is required.
Track Record
A verifiable and impressive track record of successfully originating and closing a significant volume of leveraged finance transactions, particularly for private equity-backed companies. Experience with complex leveraged buyout (LBO) transactions is critical.
Network
A deep, portable, and active network of relationships with private equity firms, lenders, and corporate executives, particularly within the Texas and broader Southwest region.
Technical Skills
Expert-level proficiency in credit analysis, financial modeling, valuation, and the structuring of complex debt instruments. A thorough understanding of the leveraged loan market, credit agreements, and syndication processes is mandatory.
Leadership Acumen
Proven ability to lead, manage, and mentor deal teams. Must possess an executive presence and the ability to inspire confidence in clients, colleagues, and capital providers.
Communication Skills
Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly and persuasively in both client pitches and internal discussions.
Education
Bachelor’s degree in Finance, Economics, Accounting, or a related discipline from a top-tier university is required. An MBA or CFA designation is highly preferred.
Personal Attributes
An entrepreneurial spirit, a high degree of self-motivation, strong business judgment, and an unwavering commitment to ethical practices.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent by offering a highly competitive and comprehensive compensation and benefits package. This includes:
Highly Competitive Compensation
A lucrative package consisting of a significant base salary and a performance-based bonus structure directly tied to individual and firm success.
Equity Potential
A clear and defined path to equity ownership or partnership for high-performing individuals who contribute significantly to the firm’s growth.
Comprehensive Health Insurance
Premium medical, dental, and vision coverage for employees and their dependents.
Retirement Plan
A robust 401(k) plan with a generous company matching contribution to help you plan for your future.
Generous Paid Time Off
A competitive vacation and paid time off policy to support a healthy work-life balance.
Professional Development
A dedicated budget for continuing education, industry certifications (CFA, etc.), and attendance at key industry conferences to foster continuous learning and networking.
Prime Location
State-of-the-art office facilities located in a prestigious area of Houston, TX.
Relocation Assistance
A comprehensive relocation package is available for exceptional candidates moving to the Houston area.
How to Apply
JRG Partners has been exclusively retained for this critical search. To express your interest in this exceptional opportunity, please submit your resume and a cover letter detailing your relevant experience and track record. All applications will be treated with the strictest confidence.
We encourage you to explore our firm’s expertise and learn more about our recruitment philosophy by visiting our Investment Banking & Private Equity practice area page. Our dedicated team of specialists understands the nuances of the financial services industry and is committed to connecting elite talent with transformative opportunities.
JRG Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all candidates and employees. We welcome applications from all qualified individuals regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
