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CastleOak Securities · 5 months ago

Private Capital Advisory, Director or Managing Director

New York, NY

Full-time

Hybrid

Lead/Staff, Director/Executive

$180K/yr - $225K/yr

4+ years exp

CastleOak Securities is a premier boutique investment bank focused on providing capital markets services. They are seeking an experienced Secondaries Banker to join their Private Capital Advisory team as a director or managing director, responsible for driving business growth, cultivating client relationships, and providing strategic guidance to clients.

Financial Services

Responsibilities

Provide comprehensive liquidity solution services on GP-Led and LP-Led transactions for sponsor and LP clients

Advise and execute liquidity solutions for GPs and LPs in private capital funds

Understand and manage the valuation process on private company portfolios

Collaborate with CastleOak's M&A team

Manage GP and Counsel engagement

With counsel, manage fund documentation due diligence process

Provide expert product and market content as a trusted advisor to clients

Possess and further cultivating a deep understanding of fund strategies

Embrace a culture of collaboration and teamwork

Willingness to travel extensively, keep meticulous records and work very closely with project management team and senior partners

Ability to effectively market the Private Capital business externally to clients, at conferences, and within spheres of influence

Understanding of the differentiated investment processes across our client base, having excellent follow up skills and a proven ability to close commitments

Qualification

Secondaries banking experienceGP-Led liquidity solutionsPrivate capital marketsClient relationship buildingInvestment banking experienceInterpersonal skillsCommunication skillsTeam collaborationAdaptabilityIntegritySelf-starter

Required

Bachelor's degree

Minimum of 4 years of secondaries banking experience

Proven track record of success

Reasonably deep understanding of the private capital markets including private equity, private credit, venture capital and alternative asset investments

Mastery of GP-Led liquidity solutions

Demonstrable track record of building long-term client relationships

Ability to thrive in a fast-paced environment with a high degree of adaptability and resilience

Self-starter with the ability to work effectively as part of a team

Confident and self-aware with excellent interpersonal and communication skills, both written and verbal

Personal and professional integrity of the highest order

Series 63, SIE, and 7 or 79 licenses, or willingness to obtain within 3 months