Investment Banking Senior Associate - Fintech
Our client is seeking a highly motivated Senior Associate to join its Fintech Investment Banking team in New York. The ideal candidate will have direct fintech investment banking experience, with a strong track record in M&A advisory. This is a high-impact role on a lean, high-performing team that executes complex, high-profile transactions across the fintech ecosystem.
Key Responsibilities
- Lead execution of M&A transactions, including buy-side, sell-side, and strategic advisory mandates.
- Develop and maintain client relationships with leading fintech companies, private equity firms, and venture capital investors.
- Create and review financial models, valuation analyses, and client presentations.
- Conduct industry and company-specific research to support business development and transaction execution.
- Mentor and manage analysts and junior associates.
- Collaborate with internal product partners (e.g., ECM, DCM, LevFin) to deliver integrated solutions.
Qualifications
- 5-7 years of experience in investment banking, with at least 3 years of fintech coverage.
- Demonstrated experience leading M&A transactions from pitch to close.
- Strong technical skills in financial modeling, valuation, and transaction structuring.
- Deep understanding of fintech subsectors such as payments, lending, neobanking, insurtech, and infrastructure.
- Excellent communication, leadership, and client management skills.
- Bachelor's degree required; MBA or other advanced degree a plus.
Why Join?
- Deal Flow: The team's activity is M&A-focused, with consistent exposure to marquee transactions.
- Culture: Entrepreneurial, collaborative, and fast-paced environment with direct senior banker and client exposure.
- Compensation: Highly competitive base salary and top-tier bonus potential.
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