Investment Banking Associate - Fintech

Sector Coverage

The team advises clients across a variety of FinTech subsectors, including:

• 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 (InsurTech)
• Infrastructure Software for Financial Institutions
• Regulatory Technology (RegTech)
• Data & Analytics Providers
• Cryptocurrency & Digital Asset Infrastructure
• Financial Services Marketplaces

Key Responsibilities

• Execute M&A, equity offerings, debt financings, and strategic advisory assignments for FinTech 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 FinTech and broader financial services sectors.
• Coordinate due diligence processes and manage transaction execution workstreams.
• Draft offering memoranda, confidential information presentations, management presentations, and investor materials.
• Analyze business models, growth strategies, financial performance, and valuation metrics for FinTech 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.

Qualifications

• 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 within FIG, Technology, FinTech, 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.

Preferred Experience

• 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.