OffDeal

Investment Banker I

New York

Sponsorship not specifiedDetected 22 days ago

ValuationM&AResearch

About the role

At a traditional bank, junior bankers often spend years waiting for meaningful exposure to clients, buyers, and real deal decision-making.
At OffDeal, you will get those reps much earlier.
You will also work closely with our Product & Engineering teams.

Support Live Deals. Help senior bankers run active transaction processes. Field diligence requests, coordinate with buyers, and broadly make sure nothing falls through the cracks, getting exposure to every phase of a live transaction - not just the model.
Work With Buyers. Build and manage relationships with middle market private equity firms, independent sponsors, family offices, and strategic acquirers. Help identify relevant buyers, coordinate outreach, track feedback, and join buyer calls.
Create client-facing decks, buyer materials, financial analyses, valuation support, business summaries, and process updates.
Support Origination. Help senior bankers evaluate new opportunities, prepare for founder conversations, follow up with prospects, and support the work that turns relationships into signed engagements.
You've spent a year building the technical foundation.
Over time, take on more external calls, own more workstreams, and build toward running deals end to end on your own.
Build a buyer list for a founder-owned landscaping business, coordinate outreach to middle market private equity firms and strategic acquirers and get on the phone with them yourself.
Sit with engineering to show where the buyer outreach or NDA workflow still requires too much manual work - and help design the next version of the platform.
Support Live Deals.

You likely have 1-3 years of experience in investment banking, M&A advisory, transaction advisory, corporate development, private equity, or another rigorous deal environment.
You know the fundamentals, but you are excited to work in ways that did not exist five years ago.
You are trusted because your work is clean and reliable.
When the tech has a gap, you work around it and help us fix it.

Financial Times
Behold the first AI-native investment bank https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc
Wall Street's new AI era https://www.cnbc.com/video/2025/08/04/wall-streets-new-ai-era-offdeal-ceo-on-using-ai-to-disrupt-investment-banking.html
Blog
The Bull Case for an AI-native investment bank https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment

deck summarizing buyer appetite, likely valuation drivers, and strategic exit alternatives across ESOP and sale to a PE sponsor

This listing is sourced directly from OffDeal's careers page and normalized into a canonical job model.