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# Managing Director, Leveraged Finance with a Boutique Bank – Miami, FL


Role Overview for Managing Director, Leveraged Finance with a Boutique Bank – Miami, FL
JRG Partners is proud to represent a premier, entrepreneurially-driven boutique investment bank in its search for a Managing Director to lead its Leveraged Finance practice in the burgeoning financial hub of Miami, Florida. This is a rare and compelling opportunity for a seasoned and ambitious investment banker to step into a pivotal leadership role, build a market-leading franchise, and make a significant impact on the firm’s trajectory. Our client offers a dynamic platform that combines sophisticated advisory services with a nimble, client-focused approach, distinguishing itself from larger, more bureaucratic institutions.
The Managing Director, Leveraged Finance will be the cornerstone of the firm’s debt advisory and placement capabilities. This individual will be responsible for the entire lifecycle of leveraged finance transactions, from origination and business development to structuring, execution, and syndication. The role demands a leader with a robust network of relationships with private equity sponsors, corporate clients, and credit investors.
The ideal candidate is not just a deal-maker but a strategic business builder with a proven track record of success and a desire to thrive in a collaborative, high-stakes environment. You will serve as a key advisor to clients, helping them navigate complex capital structures to achieve their strategic objectives, including acquisitions, growth financing, and recapitalizations. This position offers a direct path to partnership and the chance to shape the culture and success of a growing firm in one of the world’s most exciting and rapidly expanding markets.
Key Responsibilities of Managing Director, Leveraged Finance with a Boutique Bank – Miami, FL
The Managing Director will assume a wide range of responsibilities, encompassing strategic leadership, client management, and flawless transaction execution. Success in this role requires a blend of market expertise, commercial acumen, and exceptional leadership skills.
Strategic Origination and Business Development
Proactively identify, source, and originate leveraged finance mandates from a diverse client base, including private equity firms, their portfolio companies, and middle-market corporations. Develop and implement a comprehensive business development strategy to expand the firm’s market share and presence in key industry verticals. Cultivate and maintain a deep, portable network of C-level and partner-level relationships, establishing yourself and the firm as a go-to advisor for complex debt financing solutions.
Deal Structuring and Advisory
Act as the lead architect for sophisticated debt structures tailored to meet specific client needs. This includes leading the analysis and structuring of various financing solutions, such as senior secured debt, unitranche facilities, second-lien debt, mezzanine capital, and asset-based loans. Provide expert counsel to clients on optimal capital structure, market conditions, pricing, and terms.
End-to-End Transaction Execution
Quarterback the entire deal execution process from mandate to closing. Oversee the creation of detailed financial models, valuation analyses, and comprehensive marketing materials, including confidential information memorandums (CIMs) and lender presentations. Lead negotiations on term sheets and credit agreements, ensuring favorable outcomes for clients while balancing market realities.
Leadership, Mentorship, and Team Development
Build, manage, and mentor a high-performing team of Vice Presidents, Associates, and Analysts. Foster a culture of excellence, collaboration, and continuous professional development. Provide guidance on financial analysis, due diligence, and client interaction, effectively training the next generation of bankers. Manage team workflow, staffing assignments, and resource allocation to ensure efficient and effective execution on all mandates.
Capital Markets and Syndication Leadership
Spearhead the syndication process by developing and executing a targeted marketing strategy to a broad universe of institutional lenders and credit investors. Leverage your extensive relationships within the lender community to drive successful outcomes. Lead investor roadshows and effectively communicate the credit story and investment merits of each transaction.
Credit Analysis and Risk Management
Oversee the comprehensive due diligence process and in-depth credit analysis for each transaction. Demonstrate sound judgment in assessing credit risk and developing appropriate risk mitigation strategies. Prepare and present compelling transaction proposals to the firm’s credit committee, effectively articulating the risks and merits to secure internal approval.
Firm Building and Strategic Contribution
Act as a senior leader within the firm, contributing to the overall strategic direction of the Investment Banking division. Collaborate seamlessly with partners in M&A, Restructuring, and other advisory groups to deliver integrated solutions to clients. Serve as an ambassador for the firm at industry conferences, networking events, and in the broader financial community, enhancing the firm’s brand and reputation.
Requirements for the Managing Director, Leveraged Finance with a Boutique Bank – Miami, FL
We are seeking a candidate with a distinguished career in investment banking and a deep specialization in leveraged finance. The ideal candidate will possess the following qualifications and attributes:
Professional Experience
A minimum of 15 years of progressive experience in investment banking, with a primary focus on leveraged finance, debt capital markets, or financial sponsors coverage at a reputable investment bank, boutique advisory firm, or commercial bank.
Verifiable Track Record
A proven and demonstrable track record of successfully originating, structuring, and executing a significant volume of leveraged finance transactions, including leveraged buyouts (LBOs), acquisition financings, dividend recapitalizations, and refinancings. Candidates should be prepared to discuss their deal sheet in detail.
Extensive Network
A deep and portable network of relationships with key decision-makers at private equity firms, corporate clients, and institutional lending partners. This network is crucial for immediate business generation.
Educational Background
Bachelor’s degree from a top-tier university in Finance, Economics, Business, or a related quantitative field is required. A Master of Business Administration (MBA) or Chartered Financial Analyst (CFA) designation is strongly preferred.
Technical Expertise
Expert-level proficiency in complex financial modeling, LBO analysis, credit analysis, and valuation. Deep knowledge of legal and structural aspects of credit agreements, term sheets, and other financing documentation.
Leadership and Management Skills
Demonstrated experience in leading and developing teams of banking professionals. The ability to inspire, motivate, and mentor is paramount.
Communication and Negotiation Skills
Exceptional interpersonal, written, and verbal communication skills. Must be a polished and persuasive presenter with the ability to articulate complex financial concepts to sophisticated clients and investors. Superior negotiation skills are a must.
Regulatory Licensing
Active FINRA Series 7, 63, and 79 licenses are required.
Entrepreneurial Mindset
A self-starter with a commercial mindset, a strong work ethic, and a passion for building a business. The candidate must be comfortable in a lean, fast-paced environment where they can have a direct and measurable impact.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent by offering a highly competitive and rewarding compensation and benefits package.
Highly Competitive Compensation
An attractive base salary complemented by a transparent, formulaic bonus structure directly tied to individual and firm performance, offering significantly higher earning potential than traditional bulge-bracket platforms.
Meaningful Equity Participation
A clear and achievable path to partnership/equity ownership for high performers, providing the opportunity to share directly in the value you help create.
Comprehensive Health and Wellness
Premium health, dental, and vision insurance plans for you and your dependents, along with wellness programs and resources.
Retirement Savings
A robust 401(k) plan with a generous company matching contribution to help you plan for your financial future.
Generous Leave Policies
A competitive paid time off (PTO) policy, in addition to comprehensive parental leave and other personal leave policies.
Relocation Assistance
A comprehensive relocation package is available for exceptional candidates moving to the vibrant Miami area.
Professional Development
A dedicated budget for continuing education, industry conferences, and professional certifications to support your career growth.
Work Environment
A dynamic, collegial, and entrepreneurial culture that values collaboration, innovation, and meritocracy, free from the constraints of large-bank bureaucracy.
How to Apply
This is a retained search conducted exclusively by JRG Partners. If you are a driven, experienced, and entrepreneurial Leveraged Finance professional ready to take on a significant leadership challenge and build a premier franchise in a high-growth market, we strongly encourage you to apply. To express your interest, please submit your resume and a detailed cover letter outlining your relevant experience and qualifications for this role.
JRG Partners is a leader in connecting exceptional talent with transformative opportunities in the financial services industry. To learn more about our expertise and how we build world-class teams, please visit our dedicated Private Equity and Investment Banking recruiting practice page. All applications will be treated with the strictest confidence.