Private Capital Advisory, Director or Managing Director

CastleOak Securities, L.P. is a premier boutique investment bank seeking an experienced Secondaries Banker to join its Private Capital Advisory team as a director or managing director. The successful candidate will drive business growth, cultivate client relationships, and provide strategic guidance to clients.

Requirements

• 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

Benefits

• Competitive total rewards package
• Hybrid workplace
• Health insurance
• Commuter benefits
• 401(k) with a company match
• Charitable contribution match program for employees
• Company-paid life insurance, short-term and long-term disability insurance
• Paid time off
• Intentional culture celebrations and social outings