Manager, Capital Advisory

Guest Author


Website Next Street

Note: Applications will not be considered without a thoughtful or relevant cover letter.

Next Street aims to help small businesses facing disproportionate barriers realize their potential. With a track record of nearly 20 years, we design and implement solutions that connect entrepreneurs and small business owners with the right resources at the right time. Next Street accelerates the impact of institutions and advisors on small businesses and provides millions of business owners with the experts, tools, and capital they need to thrive.

We have an extensive network of small business advocates, operators, and investors. We know that when small businesses excel, their neighborhoods, cities, and our economy do, too.

Next Street is a certified B-corporation that is committed to becoming an anti-racist organization to represent the small businesses we strive to serve. Through this commitment, inclusivity is part of our DNA. We are happy to celebrate that we are well on our way, with 80% of our team identifying as women and/or people of color.

Learn more here:

Next Street is a special place to work. Our values are instilled in every aspect of our work:

  • We work to challenge systems of injustice through our anti-racist ways of working
  • We bring our whole selves to work and strive to create authentic joy every day
  • We utilize creativity and curiosity to put bias toward action in our work
  • We are interwoven and empower each other through collaboration and established trust
  • We encourage entrepreneurship and always put small businesses first, both internally and externally
  • We grow sustainably and encourage learning through career and professional development

Join us, and together, we will live into our values, pursue fulfilling careers, and transform our society.

Why this Role?

Next Street is hiring a high-performing Manager to help build our Capital Advisory services and execute on strategic planning and research and analysis projects in a manner that turns insights into transformative solutions for our clients. Join us, and you will get exposure to some of the country’s most complex economic and community development challenges while working alongside an extraordinary team and accelerating your career.

Next Street’s Capital Advisory services give community financial institutions, governments, investors, corporations, and foundations confidence that their capital is deployed to optimize impact, mission alignment, and desired returns. We help our clients understand the landscape they’re investing in, develop their investment goals, identify opportunities, and execute strategies. We are excited to expand our Capital Services offerings as we continue to explore and take advantage of market opportunities.

Your work will consist of…

Research, Data Analysis & Financial Modelling

  • Perform qualitative and quantitative data analysis to understand a target market, industry, or geography
  • Interview subject matter experts and conduct focus groups to deepen understanding of client challenges
  • Analyze historical financial data (up to a three-statement analysis) to identify key challenges, opportunities, and tradeoffs for client
  • Develop multi-year financial projections based on historical analysis

Strategy Development & Client Engagement

  • Synthesize key takeaways to develop actionable recommendations and implementation plans to meet the client’s objectives
  • Create client deliverables with research findings and recommendations in PowerPoint using visualization and charts
  • Present findings to clients’ senior leadership and internal firm management

Project Support

  • Develop and manage project plans to meet deadlines and effectively manage firm resources
  • Support the administrative needs of projects, including email communication with internal and external stakeholders, scheduling meetings, focus groups, and surveys
  • Conduct notetaking for internal and client meetings, knowledge management, and project administration
  • Contribute to firm knowledge development, codification, and dissemination

Capital Advisory Services Support

  • Collaborate on the strategic direction of the business line and on defining and standing up the solutions offered
  • Support business development efforts and keep a pulse on the market for opportunities
  • Execute on Capital Advisory projects

Internal Firm Efforts

  • Mentor and coach junior team members
  • Participate in recruiting efforts as needed
  • Opportunities to participate in firmwide initiatives tied to our values

Why you?

  • You have 4+ years of work experience with a professional services firm (investment banking, investment management, private credit/equity, management consulting – with financial services sector client experience, etc.) and/or a Master’s degree in Business Administration, Finance, or equivalent
  • You have experience and understanding of capital markets and the role financial institutions play in them
  • You have strong financial acumen and financial modeling skills, ideally with financial structuring experience
  • You are familiar with the community development space (CDFIs, foundations, credit unions, impact investors, etc.) and government lending programs (SBA, SSBCI, etc.)
  • You understand the impact small businesses have on their owners, employees, and communities and the role capital plays in their journey from start-up to fully scaled
  • You have a desire to build a business line and take initiative
  • You love client services and building long-term client relationships
  • You can distill data and research for executive consumption by leveraging data visualization
  • You have strong attention to detail
  • You have strong written, verbal, presentation, and interpersonal skills


  • You are motivated by mission and want to spend your days doing fulfilling work
  • You are energized by solving problems and getting to the best solutions
  • You are looking for opportunities to grow and accelerate your career
  • You enjoy working with teams and believe diversity of thinking gets to better answers
  • You have a perspective and are willing to challenge and be challenged, regardless of seniority

We want our team members to bring their best, true selves to work every day. We will offer you:

  • Benefits Package – We know you work hard, and we want to reward you for it. We offer competitive salaries and generous benefits packages (including 401k and paid parental leave) for mission-driven work.
  • Generous paid time off – We want to ensure you have time to recharge and pursue your many passions. We give our team members 20 days of paid time off annually, including federal holidays, volunteer days, and more!
  • Mentorship and Sponsorship – You will have frequent access to our diverse and dynamic senior team. They will be committed to your growth and will invest in mentoring you.
  • Career development – We take growth seriously. We give each team member an annual professional development stipend and provide ample coaching.
  • Flexibility – It is essential that you work when and where you work best. We offer flexible work arrangements to accommodate individual schedules and work preferences. This includes a low travel mode during non-pandemic times.
  • Social events and perks – We admire and value our teammates. We plan events throughout the year and provide office snacks so you can perform your best every day and more!

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