Investment Banking Associate - FinTech

Our client is a leading elite boutique investment bank with a distinguished track record of advising innovative, high-growth companies and financial sponsors on complex strategic transactions. The firm is seeking an exceptional Investment Banking Associate to join its New York-based Fin Tech team.

The team advises clients across a broad range of Fin Tech verticals, including:

• Payments and payment infrastructure
• Merchant acquiring and embedded payments
• Digital banking and challenger banks
• Banking technology and core banking software
• Vertical SaaS and financial software
• Lending and specialty finance platforms
• Wealth Tech and asset management technology
• Market infrastructure and exchange technology
• Digital assets and blockchain infrastructure
• Crypto exchanges, custody, and institutional digital asset platforms

As an Associate, you will play an integral role across all stages of transaction execution and business development, including:

• Leading the preparation of financial models, valuation analyses, and transaction materials
• Developing merger models, DCF analyses, LBO models, trading comparables, and precedent transaction analyses
• Managing the day-to-day execution of live M&A, capital raising, and strategic advisory assignments
• Preparing client presentations, marketing materials, and board-level documentation
• Coordinating due diligence processes and managing data rooms
• Working closely with senior bankers, clients, legal advisers, and other transaction stakeholders
• Conducting in-depth industry and company research across the Fin Tech landscape
• Supporting business development initiatives and the origination of new client relationships
• Mentoring and overseeing Analysts to ensure high-quality deliverables and efficient execution

The ideal candidate will possess:

• 3-5 years of investment banking experience, with M&A advisory and transaction execution expertise
• Previous experience within Fin Tech, Financial Institutions Group (FIG), Technology, or a related sector is highly desirable
• Outstanding financial modelling and valuation skills
• Strong understanding of M&A processes and capital markets transactions
• Demonstrated ability to manage multiple live projects in a fast-paced environment
• Exceptional analytical, written, and verbal communication skills
• High attention to detail and commitment to excellence
• Strong interpersonal skills with the ability to interact confidently with senior executives and entrepreneurs
• Bachelor's degree from a leading university; advanced qualifications are advantageous but not essential