Debt Advisory Lead

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Job Description:

At Regions, the Debt Advisory Lead leads and expands the firm’s debt capital advisory platform while managing relationships with private equity sponsors across the middle market. This role drives origination, client coverage, transaction execution, and strategic growth initiatives. This role requires deep leveraged finance expertise and a proven record of advising clients on capital structure solutions.

• Primary Responsibilities
• Advises clients on capital structure optimization, refinancing, acquisition financing, recapitalizations, and other credit‑related transactions
• Develops market insights and strengthens relationships with lenders across banks, credit funds, and alternative capital providers
• Leads the debt advisory platform including origination, structuring, and execution
• Cultivates and grows relationships with private equity sponsors while serving as the primary point of contact
• Develops an understanding of sponsor investment theses, fund strategies, portfolio companies, and acquisition needs
• Provides proactive ideas, financing capabilities, and mergers and acquisitions (M&A) insights to support long‑term partnership development
• Drives the origination of debt advisory mandates and sponsor‑driven M&A or financing opportunities
• Leads the development of pitches, financial analysis, and client meetings
• Represents the firm at industry conferences and networking events to enhance brand presence
• Supports debt advisory activities for sponsor and corporate clients
• Oversees execution teams to ensure the delivery of financial models, offering materials, lender lists, and process documentation
• Negotiates term sheets, covenants, pricing, and transaction structures with lenders on behalf of clients
• Provides strategic oversight of lender processes, due diligence efforts, and closing documentation
• Manages and mentors bankers across levels to support skill development and performance
• Recruits talent and builds a collaborative, high‑performing culture
• Promotes collaboration across mergers and acquisitions, industry coverage, and capital markets teams
• Contributes to strategic initiatives to expand debt advisory and sponsor coverage capabilities
• Supports the development of thought leadership, internal market updates, and product expertise
• Participates in annual planning, budgeting, and revenue forecasting

Requirements

• Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
• Ten (10) years of experience in investment banking, private credit, leveraged finance, or a related discipline
• Experience leading debt advisory engagements and managing sponsor relationships
• Experience recruiting, mentoring, and developing high‑performing teams
• Preferences
• Experience leading middle‑market leveraged finance transactions
• Established network of lender and private equity sponsor relationships
• Chartered Financial Analyst (CFA), Master of Business Administration (MBA), or other relevant credentials
• Skills and Competencies
• Ability to lead collaboratively
• Excellent client-management skills
• Excellent relationship building and presentation skills
• Proficiency in financial modeling
• Strong analytical and strategic thinking skills
• Strong business development capabilities
• Strong executive presence
• Strong negotiation skills
• Strong verbal and written communication skills
• Position Type
• Full time

Job Range Target:

Minimum:

$271,316.00 USD Median:

$316,565.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Location:

Charlotte, North Carolina

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.