Investment Banking Associate - Fintech

We are seeking a highly motivated Investment Banking Associate to join our Financial Institutions Group (FIG) with a focus on Fin Tech. The Associate will work alongside senior bankers to advise leading financial technology companies, sponsors, and strategic acquirers on mergers & acquisitions, capital raises, strategic advisory assignments, and other corporate finance transactions.

This role offers exposure to some of the most dynamic segments of the financial services and technology landscape, including payments, software, digital banking, wealth technology, capital markets technology, insurance technology, specialty finance, and embedded finance.

• Execute M&A, equity offerings, debt financings, and strategic advisory assignments for Fin Tech clients.
• Build and maintain complex financial models, including DCF, comparable company analysis, precedent transactions, merger models, and LBO analyses.
• Prepare client presentations, transaction materials, board presentations, and marketing documents.
• Conduct industry research and company analysis across the Fin Tech and broader financial services sectors.
• Coordinate due diligence processes and manage transaction execution work streams.
• Draft offering memoranda, confidential information presentations, management presentations, and investor materials.
• Analyze business models, growth strategies, financial performance, and valuation metrics for Fin Tech companies.
• Work directly with senior bankers, executives, private equity sponsors, and strategic acquirers throughout transaction processes.
• Assist in developing client relationships and supporting business development initiatives.
• Mentor and oversee Analysts while ensuring high-quality deliverables.

• Payments & Payment Processing
• Embedded Finance
• Banking Technology
• Wealth Management Technology
• Capital Markets Technology
• Financial Software & SaaS
• Lending & Specialty Finance Platforms
• Digital Banking & Neobanks
• Insurance Technology (Insur Tech)
• Infrastructure Software for Financial Institutions
• Regulatory Technology (Reg Tech)
• Data & Analytics Providers
• Cryptocurrency & Digital Asset Infrastructure
• Financial Services Marketplaces

• 3-6 years of experience in investment banking, corporate finance, transaction advisory, private equity, or a related financial services role.
• Prior investment banking experience at the Analyst or Associate level required.
• Experience with in FIG, Technology, Fin Tech, Software, Payments, or Financial Services sectors preferred.
• Strong understanding of financial statements, valuation methodologies, and corporate finance concepts.
• Advanced financial modeling and analytical capabilities.
• Excellent written, verbal, and presentation skills.
• Strong project management and organizational abilities.
• Ability to manage multiple live transactions and deadlines simultaneously.
• Bachelor's degree with a strong academic record.

• Experience advising banks, payments companies, software providers, specialty finance businesses, or other financial technology firms.
• Knowledge of industry-specific operating metrics such as payment volume, take rates, net revenue retention, recurring revenue, loan portfolio performance, transaction growth, and customer acquisition metrics.
• Exposure to M&A, IPOs, private placements, debt financings, or sponsor-backed transactions.
• Strong understanding of current trends impacting the financial technology ecosystem.