VP of Transaction Advisory

About the role

Collateral Partners is a finance communications platform that works with more than 400 investment firms, asset managers, and advisory firms across the US. The company is more than tripling year over year and is adding a Vice President to its Transaction Readiness, Research & Investor Relations practice, alongside its existing VP.

Reporting to the Managing Director, you will partner with the existing VP and advise private equity sponsors, asset managers, real estate operators, and founder-led firms on capital raises, fund launches, M&A, refinancings, and exits. This is a hands-on role focused in its first year on direct client counsel, materials oversight, and developing a growing team of Associates.

Responsibilities

• Transaction readiness: Lead pitch decks, CIMs, IMs, teasers, and management presentations. Own the narrative architecture, including the thesis, proof points, market validation, and ask.
• Research: Direct white papers, investment thesis work, and competitive and market analysis to establish clients as authoritative voices in their categories.
• Investor relations: Run recurring LP letters, quarterly updates, annual reports, and investor-day materials tailored to each client's fund structure and LP base.
• Team leadership: Mentor and develop a growing Associate team, set the quality bar across deliverables, and hire as the practice scales.
• Work across 20 to 40 transactions a year and advise CEOs, CFOs, GPs, and Founders on consequential client work.

How to apply

Apply directly on CazVid.

Datos clave

• The role covers transaction readiness, research, and investor relations.
• Work across 20 to 40 transactions a year.
• The first year focuses heavily on direct client counsel, materials oversight, and developing a growing team of Associates.