Investment Banking Associate - FinTech
Our client is a leading Bulge Bracket, who is seeking a highly motivated junior Associate to join its FinTech Investment Banking team in New York. The ideal candidate will have direct FinTech investment banking experience and M&A experience.This is a high-impact role on a lean, high-performing team that executes complex, high-profile transactions across the FinTech ecosystem.
Key Responsibilities
- Support execution of M&A transactions, including buy-side, sell-side, and strategic advisory mandates.
- Assist in preparing financial models, valuation analyses, and client presentations.
- Create and review financial models, valuation analyses, and client presentations.
- Conduct industry specific and company-specific research to support transaction execution and business development.
- Collaborate with senior team members to develop pitch materials and transaction documentation.
- Collaborate with internal product partners (e.g., ECM, DCM, LevFin) to deliver integrated solutions.
Qualifications
- 3-4 years of experience in investment banking.
- Exposure to FinTech or Technology sectors is a plus.
- Strong technical skills in financial modeling, valuation, and transaction structuring.
- Deep understanding of FinTech sub-sectors such as payments, lending, neobanking, insurtech, and infrastructure.
- Excellent communication, written, and verbal skills.
- Bachelor's degree required; finance, economics, or related field preferred.
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.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.