Investment Banking Office Lead

1 month ago


New York, United States Equiturn Full time

Job Title:

Office Lead - Boutique Investment Banking (www.equiturn.com)


Location:

New York, NY - On-Site


About Equiturn: Equiturn is a leading middle-market investment bank recognized for its expertise in complex strategic advisory services tailored to the unique needs of the middle-market sector. Our work spans multiple sectors, driven by a commitment to transformative outcomes and exceptional client relationships. We are seeking an Office Lead to bring an entrepreneurial mindset and leadership skills to a dynamic role in our New York office. This position is tailored for a high-performing associate ready to take on greater responsibility, contribute to business development, and act as a pivotal player in expanding Equiturn’s presence.


Position Overview:

As Office Lead, you will act as a core member of our team, handling complex financial analysis, engaging directly with high-caliber clients, and working closely with other senior bankers on transformative deals. This role requires someone with an innate ability to take ownership, an established network in New York’s financial landscape, and the drive to secure new business. This position is ideal for a proactive professional with an entrepreneurial spirit and a strong foundation in public markets and capital raising.


What Makes This Role Stand Out:


  • Transition to Leadership: Step into a role designed to accelerate your path toward seniority, providing increased autonomy in deal execution and client interactions.
  • Entrepreneurial Impact: Utilize your network to generate new business opportunities, contributing directly to Equiturn’s growth strategy in the New York market.
  • High-Profile Deal Exposure: Work on complex, high-stakes transactions across industries, including public market engagements and capital raises that demand advanced strategic thinking and market insight.
  • Collaborative Culture: Join a team that values initiative and independent thinking, where you will collaborate closely with senior leaders in a culture of performance and innovation.


Core Responsibilities:

  • Deal Execution & Oversight: Lead financial analysis and valuation for mergers, acquisitions, and capital-raising mandates. Develop and manage models, perform due diligence, and drive the execution process for live transactions.
  • Business Development: Leverage existing relationships within the New York market to originate and cultivate new client opportunities, driving Equiturn’s strategic growth in key sectors.
  • Client Relationship Management: Partner directly with clients, supporting senior bankers in developing presentations, strategic roadmaps, and closing processes. Act as a trusted advisor in engagements, with exposure to public market activities.
  • Mentorship & Leadership: Begin to mentor and develop junior talent, fostering an environment of high standards and dedication to client service and financial excellence.


Qualifications:

  • Investment Banking Experience: 3-5 years in investment banking, ideally with experience in public markets, private equity, or capital markets transactions.
  • Entrepreneurial Drive: A self-starter with an entrepreneurial mindset and strong connections within New York’s finance community. Proven ability to contribute to business generation and client relationship-building.
  • Analytical Expertise: Advanced skills in financial modeling, valuation, and market analysis, with a track record of executing high-quality work in fast-paced, high-stakes environments.
  • Client-Centric Approach: Exceptional communication and relationship management skills, with an ability to build trust with clients and position Equiturn as a preferred strategic advisor.


Equiturn is an equal opportunity employer, dedicated to creating an inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, or any characteristic protected under applicable law.



  • New York, New York, United States Natixis Corporate & Investment Banking Full time

    About Natixis Corporate & Investment BankingNatixis Corporate & Investment Banking is a leading financial institution providing innovative solutions for its clients.Job Title: Head of Global Banking Financing Operations AmericasCompany Overview:We are seeking an experienced professional to lead our Global Banking Financing Operations team in the Americas. As...


  • New York, New York, United States Natixis Corporate & Investment Banking Full time

    About Natixis Corporate & Investment BankingAs a leading global bank, Natixis Corporate & Investment Banking is committed to delivering exceptional financial solutions to our clients. We are dedicated to fostering a culture of innovation, collaboration, and excellence in all aspects of our business.The Head of Global Banking Operations (Americas) will play a...


  • New York, New York, United States Natixis Corporate & Investment Banking Full time

    Role Overview">This position is a senior leadership role that drives operational excellence and strategic alignment within Natixis Americas' Global Banking Operations department.The ideal candidate will possess a strategic mindset, strong emphasis on personnel development, and process optimization to ensure operational efficiency, regulatory compliance, and...


  • New York, New York, United States Natixis Corporate & Investment Banking Full time

    About Natixis Corporate & Investment BankingAt Natixis Corporate & Investment Banking, we are committed to delivering exceptional financial solutions that meet the evolving needs of our clients. As a leader in the industry, we strive to create value through innovative products and services, backed by a strong commitment to risk management and regulatory...


  • New York, United States Bridgepoint Investment Banking Full time

    WHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored...


  • New York, United States Bridgepoint Investment Banking Full time

    WHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored...


  • New York, United States Manhattan, United States Full time

    Healthcare Investment Banking DirectorSelby Jennings Manhattan, United StatesPosted: 4 days ago | Job Type: In-Office | Employment Type: Permanent | Salary: USD150000 - USD250000 per yearOur client, a growing boutique investment bank based in New York City, is seeking a Director of Healthcare Investment Banking to join their dynamic team.As a Director, you...


  • New York, New York, United States Natixis Corporate & Investment Banking Full time

    About the RoleWe are seeking an experienced banking professional to lead our Global Banking Operations department in the Americas region. The ideal candidate will have a proven track record of developing and executing strategic plans, leading high-performing teams, and ensuring operational efficiency and regulatory compliance.This is a critical role within...


  • New York, New York, United States Natixis Corporate & Investment Banking Full time

    About the Company OverviewNatixis Corporate & Investment Banking is a leading financial institution seeking a Client Strategy & Analytics Associate / Vice President to join its Chief Client Office in New York.This role is instrumental for enhancing client-centricity within CIB businesses. The Client Strategy & Management Team focuses on several key missions:


  • New York, United States Selby Jennings Full time

    Investment Banking DirectorSelby Jennings Manhattan, United StatesPosted: 4 days ago | Job Type: In-Office | Employment Type: Permanent | Salary: USD175000 - USD250000 per yearOur client is seeking a highly experienced and motivated Investment Banking Director to join their growing platform in New York. The successful candidate will play a critical role in...


  • New York, New York, United States The Harrison-Rush Group Full time

    Join Our Healthcare Investment Banking TeamWe are seeking a talented Healthcare Investment Banking Executive to join our team at The Harrison-Rush Group. As a key member of our Healthcare Investment Banking coverage team, you will play a critical role in executing live transactions, preparing detailed memoranda and presentations, and analyzing the key...


  • New York, New York, United States Natixis Corporate & Investment Banking Full time

    Key ResponsibilitiesStrategic Leadership: Develop and execute strategic plans that align with both regional and global objectives, driving the overall mission of the Americas GBO.Team Management: Lead and mentor a diverse team of operations professionals across Financial Operations and Trade Operations, fostering a high-performance culture grounded in...


  • New York, New York, United States FE International LTD Full time

    About Us: FE International LTD is a leading investment banking firm specializing in M&A transactions for technology companies.About the Role:We are seeking an experienced Senior Investment Banking Professional to join our team. As a key member of our advisory team, you will be responsible for supervising and conducting research, analysis, and transaction...


  • New York, United States Selby Jennings Full time

    Our client, a growing boutique investment bank based in New York City, is seeking a Director of Healthcare Investment Banking to join their dynamic team.As a Director, you will be at the forefront of the firm's strategic healthcare investment banking initiatives, leading the execution of complex equity capital market transactions while managing and expanding...


  • New York, United States Kingswood U.S. Full time

    Job Overview:We are seeking a highly skilled and experienced Investment Banking Compliance and Supervision Officer to join our team. This role requires 3-5 years of experience in investment banking, with a focus on supervisory responsibilities. The ideal candidate will be adept at ensuring regulatory compliance, overseeing filing requirements, and...


  • New York, United States CSG Partners Full time $90,000 - $100,000

    Investment Banking Analyst (Immediate Hire)We're looking for diligent, coachable, and determined financial services professionals who have already started their careers at major investment banks, accounting firms, or related consultancies.CSG offers a hands-on training program, direct client involvement, and a competitive compensation package. You'll...


  • New York, New York, United States Macquarie Global Services Full time

    At Macquarie Global Services, we are a leading provider of investment banking and principal investment solutions. Our global team is dedicated to delivering innovative advice and flexible capital solutions to our clients.About the RoleWe are seeking an experienced Strategic Technology Investment Banking Specialist to join our team in the United States. As a...


  • New York, United States Selby Jennings Full time

    Our client, a growing boutique investment bank based in New York City, is seeking a Director of Healthcare Investment Banking to join their dynamic team. As a Director, you will be at the forefront of the firm's strategic healthcare investment banking initiatives, leading the execution of complex equity capital market transactions while managing and...


  • New York, United States Add Talent Full time

    We are looking to recruit an Investment Banking Managing Director. Our client is an innovative start-up investment banking platform dedicated to providing top-tier advisory services in mergers and acquisitions (M&A). They leverage technology and industry expertise to deliver exceptional results for our clients. As they continue to grow, they are seeking a...


  • New York, New York, United States FE International LTD Full time

    Company OverviewFE International LTD is a leading player in the investment banking sector, offering a wide range of strategic and financial advisory services. Job Title: Senior Investment Banking ExecutiveEstimated Salary: $225k pa About the RoleWe are seeking an experienced Senior Investment Banking Executive to join our team. As a key member of our...