Selby Jennings · 4 days ago
Associate
Selby Jennings is seeking a high-impact Investment Banking Associate to join their FinTech coverage team in New York. The ideal candidate will execute complex transactions and lead day-to-day deal workstreams across M&A, equity, and debt while partnering closely with VPs and MDs.
Responsibilities
Own day‑to‑day M&A workstreams: process management, buyer/sponsor outreach coordination, Q&A, VDR oversight, diligence tracking, and closing checklists
Lead valuation work (comps, precedent transactions, DCF, LBO sensitivity), cap table / waterfalls, and synergy cases
Build and audit transaction models (merger, accretion/dilution, LBO, unit economics, cohort‑based revenue build for FinTech)
Draft and refine client materials (CIMs, management presentations, Board materials, teasers, pitchbooks)
Serve as a client day‑to‑day contact during live deals; prepare agendas, materials, and follow‑ups
Conduct market and competitive intelligence (product, pricing, regulatory, and monetization trends) across FinTech sub‑sectors
Support origination: develop target lists, white‑space analyses, and idea generation for coverage priorities
Manage and mentor analysts; establish modeling standards, presentation quality, and work‑product review protocols
Coordinate with legal, tax, accounting, and technical advisors; anticipate workstream risks and mitigation plans
Uphold compliance, documentation, data integrity, and internal approval standards
Qualification
Required
Minimum 3+ closed transactions (sell‑side, buy‑side M&A and/or capital markets)
2-5 years of post‑MBA or equivalent investment banking experience (exceptional pre‑MBA associates considered)
Deep FinTech exposure (e.g., payments, issuer/acquirer processors, wallets, BaaS, embedded finance, alt lending, wealthtech, insurtech, regtech, capital markets/crypto infrastructure)
Advanced financial modeling and valuation skills; ability to build from scratch and defend assumptions
Demonstrated process leadership: managing analysts, meeting tight timelines, and running multiple live workstreams
Exceptional communication (client‑ready writing and presentation) and attention to detail
Company
Selby Jennings
Global recruitment firm specialising in Banking
Funding
Current Stage
Late StageRecent News
Business Insider
2025-09-30
2025-07-10
Seattle TechFlash
2025-05-03
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