More jobs:
Debt Advisory Lead
Job in
Charlotte, Mecklenburg County, North Carolina, 28296, USA
Listed on 2026-10-24
Listing for:
Regions Financial
Full Time
position Listed on 2026-10-24
Job specializations:
-
Finance & Banking
Corporate Finance, Capital Markets, Investment Banking
Job Description & How to Apply Below
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
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…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×