Senior Associate or Junior Director, Capital Markets Advisory

About the Role

Perella Weinberg is seeking a senior Associate or junior Director to join its expanding Capital Markets Advisory (“CMA”) team. The CMA team provides independent, balanced, and trusted advice to help clients navigate increasingly complex financing markets. The team works closely with sector coverage bankers and clients on originating, structuring, and executing financings for M&A transactions and broader financing initiatives. The CMA team interfaces daily with both private credit and bank market participants.

The new team member will join a dynamic team working across all industry sectors and will report directly to the Head of Capital Markets Advisory. We expect the candidate to have a strong credit background, an entrepreneurial mindset, and a willingness to work as part of a lean team as well as cross-functionally with all industry sector teams.

Responsibilities

• Prepare materials supporting client discussions, organizing information from various sources in thoughtful and appropriate ways.
• Provide transaction execution leadership and process management for capital markets advisory assignments across sectors.
• Lead junior team in creation of various analyses including debt comparables, review of credit agreements and indentures, covenant provision comparisons, cash flow and leverage modeling, and precedent financing analyses.
• Lead due diligence process for potential private placements including analyzing cash flows, asset values, corporate structure, quality of management team, etc.
• Assist and lead deal teams in development of financial projections, data rooms, and relevant materials such as Confidential Information Memoranda, management presentations, and board presentations.
• Lead negotiating and comparison of term sheets relative to peer financings.
• Participate in deal origination and client marketing efforts, including the development of ideas that assist in winning mandates.
• Recruit, manage, train, and develop junior resources.
• Continuous learning and professional development.

Requirements

• At least 5 years of investment banking or financial advisory experience in capital markets advisory, leveraged finance, private credit, or related financing market advisory roles.

Pay

The annualized base salary for this position is $185,000 - $275,000. The specific base salary depends on factors including geographic work location, prior employment history/experience, job-related knowledge, qualifications, and skills.

Base pay is one component of PWP’s total compensation package, which may also include discretionary bonuses, Restricted Stock Units (RSUs), paid time off, and other benefits, subject to eligibility criteria and firm policies.