Investment Banker II

OffDeal

Investment banking hasn't fundamentally changed in decades — until now. At OffDeal, we're building the world's first AI-native investment bank. Instead of selling software to Goldman Sachs, we're building what Goldman itself would look like if it launched in 2025. Wall Street's playbook works for billion-dollar deals, but it breaks where most businesses actually exist. Traditional firms run oversized teams on outdated processes, making lower middle market transactions uneconomical. This leaves millions of founders with nowhere to turn for the most important sale of their lives. We're changing that. We focus exclusively on the lower middle market ($1–10M EBITDA) — founder-led businesses where relationships and judgment matter more than financial engineering. Our platform is a force multiplier: proprietary intelligence, AI-generated first drafts, automated buyer sourcing, and real-time deal insights — so you can deliver more value to clients and close more deals than any traditional banker could alone. OffDeal has raised $17M from Y Combinator, Radical Ventures, and others. We've generated millions in fees with a lean but mighty team. Read more about our story: * Financial Times - Behold the first AI-native investment bank * CNBC - Wall Street's new AI era * Blog - The Bull Case for an AI-native investment bank   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. As an Investment Banker I, you will work directly with senior bankers across live deal execution and origination support. You will participate in client meetings, work directly with private equity and strategic buyers, manage transaction diligence workstreams, as well as keep deal processes moving. You will also work closely with our Product & Engineering teams. You will be a power user of the OffDeal platform, using AI to move faster across research, materials, diligence, and execution — and helping our engineers understand where the product needs to get better. This is a rare opportunity for a junior banker to get real deal exposure, direct interaction with middle market private equity buyers, and a front-row seat to building a new model for investment banking.   WHAT YOU'LL DO 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. Prepare High-Quality Materials. Create client-facing decks, buyer materials, financial analyses, valuation support, business summaries, and process updates. Our AI Agent Archie will give you a strong headstart, but you will need to bring your commercial judgement and polish. 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. Leverage the Platform. Use OffDeal’s AI tools across research, outreach, diligence, materials, and execution. When a workflow is manual or painful, help our engineering team turn it into product. Grow Into a Closer. You’ve spent a year building the technical foundation. Here, you’ll learn how to talk to a seller, how to read a buyer, how to move a deal forward. Learn how deals are sourced, pitched, executed, negotiated, and closed. Over time, take on more external calls, own more workstreams, and build toward running deals end to end on your own.   A WEEK AT OFFDEAL * 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. * Prepare a client deck summarizing buyer appetite, likely valuation drivers, and strategic exit alternatives across ESOP and sale to a PE sponsor * Coordinate diligence requests between a seller, buyer, and third-party advisor on an active deal. * Review financials for a prospective client and prepare a first-pass analysis of revenue, margins, add-backs, valuation and potential diligence questions. * 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.   WHO YOU ARE Classically Trained, Modern Mindset. 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. A Deal Person. You like businesses, buyers, sellers, process dynamics, and the craft of getting a transaction done. You want more exposure to the full deal lifecycle, not just isolated modeling or presentation work. Commercially Curious. You want to understand why buyers care about a business, what drives value, what creates risk, and how founders think about the biggest decision of their lives. Strong on the Details. You are trusted because your work is clean and reliable. You catch inconsistencies, manage follow-ups, keep processes organized, and communicate clearly. Comfortable Externally. You’re excited to be in front of clients and buyers – not just supporting behind the scenes. You communicate with care, ask good questions, and represent the firm in a way that builds trust. Scrappy. We're a startup. When a process is messy, you organize it. When the tech has a gap, you work around it and help us fix it. When something needs to get done, you take ownership.   WHY JOIN OFFDEAL OffDeal is growing fast — deal volume is compounding, the platform is improving every week, and we are still early in building the category-defining AI-native investment bank. As an Investment Banker I, you will get a level of exposure that is hard to find in a traditional junior banking role: direct work with senior bankers, live deal responsibility, interaction with middle market private equity buyers, and the opportunity to help shape the technology that powers the firm. If you're an ambitious junior finance professional who wants to become a real dealmaker faster — and help reinvent investment banking while doing it — let's talk.

OffDeal

OffDeal is the world’s first AI-native investment bank for small businesses. Instead of selling AI to Goldman Sachs, we’re building what Goldman itself would have looked like if it launched in 2025. Wall Street's playbook works well, but only for billion-dollar deals - it breaks where most businesses actually exist. Traditional firms run oversized teams on outdated software, making smaller M&A transactions uneconomical. This leaves millions of small business owners with nowhere to turn for the most important sale of their lives… Until now. Our engineers built software to automate 80%+ of analyst work with AI, so our in-house bankers can focus where it counts - on earning owners’ trust and closing deals. We recently closed a $12M Series A ($17M in total funding) from Radical Ventures and Y Combinator and are scaling really fast. In less than a year, our team has already launched over 30 sell-side M&A transactions and has delivered numerous life-changing exits to our clients - and we’re just getting started. Read more about our story: * https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc * https://www.cnbc.com/video/2025/08/04/wall-streets-new-ai-era-offdeal-ceo-on-using-ai-to-disrupt-investment-banking.html * https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment The Role As a Senior Software Engineer, you'll work directly with the CTO to build the AI-native platform that empowers our investment bankers to be 10x more productive. Your work will directly impact how $10 trillion worth of small businesses change hands over the coming decade. What You'll Do * Collaborate with our in-house investment bankers to own 0 to 1 projects, from ideation to deployment * Build across the entire stack, in our 100% TypeScript (i.e. ReactJS + NodeJS) codebase * Work with the latest AI tech, from on our in-house AI agents to complex recommendation and search algorithms We’re Looking for Someone Who Has / Is a… * 2+ years of work experience of shipping 0 to 1 products in TypeScript, React, and NodeJS * Comfort in ambiguous and unstructured startup work environments * Generalist with a love of building across the stack * Strong product sense, being able to be their own product manager and designer Why Join OffDeal * We only hire best-in-class engineers, and are offering compensation to reflect it * Top-tier benefits, including medical, dental, vision, and unlimited PTO * Revenue sharing - 10% of every dollar above our annual hurdle gets split amongst the team * 401K Matching * Perks like free food, Equinox membership, and NYC relocation allowance * Work with bleeding edge AI on a modern codebase * Opportunity to be a foundational team member at a well-funded, high-growth startup * Be part of a mission to shape the future of small business ownership and to promote American entrepreneurship

9fin

About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. WHAT YOU’LL WORK ON 9fin’s team of financial journalists is looking for the newest member of the Investment Grade team, a hungry reporter who can hit the ground running in a fast-moving, opaque and complex financial market. You’ll be expected to have basic market knowledge but more importantly, be adept at building out your own source base and delivering market-moving insights and scoops. You will be given full support to develop into the role and learn about this highly specialized market that 9fin covers. Candidates should have experience and a firm grip on newsgathering, source building, writing, and interviewing skills. Every day is different, but here’s an example of the kind of things you’ll work on: * Source-building with bankers, investors, traders, lawyers and other key players in the credit markets * Writing quick news stories while balancing investigative pieces covering market trends * Working with other members of our team of US- and UK-based journalists to confirm information and produce collaborative content * Attending conferences, briefings, and other occasions to build and maintain source relationships * Receiving formal and informal training in interviewing, source-building, news writing, media law and financial markets ABOUT YOU If you are a reporter working in the world of credit markets, specifically with experience covering Investment Grade companies, and have the following attributes, we are interested in hearing from you: * Have experience in developing, reporting and writing stories for publication * Wish to join a rapidly-growing platform, winning market share, and attracting high-quality readership from financial professionals * An interest in finance, economics, markets, and understanding of basic concepts and terminology * Proven experience covering fixed income markets (IG, HY, Loans, CLOs and/or ABS) is a plus * Can work independently, with high accuracy and attention to detail * Have a desire to build strong sourcing relationships across finance professionals and embed deeply as a crucial part of the market * Can write concise and fluent English, making technical topics accessible and engaging * Have ambitions to carve out a coverage area and build your own reputation as a financial journalist OUR BENEFITS We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance * Competitive Salary: $100,000-$140,000 (depending on experience) * 401(k) (ll pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holiday * Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * AI experimentation budget of $1,000 per employee to trial AI tools * Bi-annual team socials * Summer and Winter company social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.