A leading independent investment banking advisory firm is seeking a talented FinTech Associate to join its growing Financial Technology & Services practice. This is an excellent opportunity for a motivated professional to work on high‑impact M&A advisory, capital raising initiatives, and strategic assignments within the evolving fintech landscape.
A leading independent investment banking advisory firm is seeking a talented FinTech Associate to join its growing Financial Technology & Services practice. This is an excellent opportunity for a motivated professional to work on high‑impact M&A advisory, capital raising initiatives, and strategic assignments within the evolving fintech landscape.
Key Responsibilities
• Lead and support M&A transaction execution, including financial modeling, valuation analyses, industry diligence, process management, and deal documentation review.
• Develop sophisticated financial models to evaluate fintech business models across payments, lending, wealth management, insurtech, embedded finance, and emerging technology verticals.
• Prepare detailed client materials including pitch presentations, strategic reviews, industry analyses, and board-level content.
• Conduct in-depth market and competitive research to identify trends, opportunities, and strategic insights in fintech.
• Work closely with senior bankers to drive idea generation, assist with deal origination, and support key client relationships.
• Coordinate workflow and manage junior team members to ensure efficient deal execution and high-quality output.
Qualifications
• 3-5+ years of investment banking experience with demonstrated M&A execution exposure (priority requirement).
• Strong financial modeling and valuation skills, with the ability to build and refine complex analytical frameworks.
• Deep interest in fintech, digital financial services, or technology-enabled business models.
• Specialty finance experience is preferred but not required.
• Outstanding written and verbal communication skills, with the ability to translate complex ideas into client-ready materials.
• Proven ability to work in a fast-paced, high-accountability environment.
• Bachelor's degree in Finance, Economics, Business, STEM, or related field.
What the Firm Offers
• Direct involvement in high-profile M&A transactions across the fintech ecosystem.
• An entrepreneurial and collaborative culture with significant access to senior leadership.
• Meaningful responsibility early on and opportunities for long-term professional growth.
• Competitive compensation, benefits, and performance-based rewards.
