Senior Associate, Corporate Development & Investor Relations

DriveWealth

. Analyze industries and competitors to find M&A, investment, and partnership targets fitting DriveWealth’s global growth strategy .

Posted 11/12/2026full-timeNew York City • New York • United StatesSenior💰 $150,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, valuation analysis, and investment evaluation, with a strong ability to communicate complex data effectively to leadership and investors. Proven track record in managing deal lifecycles and coordinating cross-functional teams to achieve strategic growth objectives.

Highest-signal resume keywords

Financial ModelingInvestment Banking ExperiencePresentation-Building SkillsDeal Lifecycle ManagementCross-Functional Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation ModelsROI AnalysisAccretion/Dilution AnalysisSynergy AnalysisThree-Statement Projections

Soft Skills

Clear WritingIntegritySound JudgmentTeam-First ApproachAbility to Prioritize

Industry Keywords

M&APrivate EquityCorporate DevelopmentFinancial ServicesFintech

About the role

Key responsibilities & impact

Analyze industries and competitors to find M&A, investment, and partnership targets fitting DriveWealth’s global growth strategy
Maintain a pipeline of potential acquisitions, investments, and partnerships
Run day-to-day execution across the deal lifecycle
Coordinate diligence across Technology, Product, Revenue, Legal, Brokerage Operations, Risk, Finance, and HR
Coordinate the transition from deal close to integration and track results against the original deal thesis
Build and own three-statement projections, valuation models, accretion/dilution, ROI, ROIC, and synergy analyses
Distill complex financial and operational data into briefing memos and slide decks for leadership and the Board
Analyze build-buy-partner decisions
Prepare monthly and quarterly investor updates and respond to investor requests
Prepare analysis and materials for future capital raises
Work with Revenue, Finance, and external advisors to produce investor materials

Requirements

What you’ll need

2–6 years of experience in investment banking, private equity, or corporate development, ideally covering financial services or fintech
Bachelor’s degree in finance, economics, accounting, or a related field
Experience running parts of live transactions, from early-stage evaluation through close
Strong financial modeling and presentation-building skills
Clear, concise writing for leadership and investors
A record of owning work and finishing it, including under deadline pressure
The ability to prioritize and keep several workstreams moving at once
Integrity, sound judgment, and respect for risk and control
A team-first approach
Must be authorized to work for any employer in the U.S.
Must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship
Must be able to come to the office 5 days a week

Benefits

Comp & perks

Equity
401(k) match
Medical insurance
Dental insurance
Vision insurance
Disability insurance
Paid Parental Leave
Wellness reimbursement
Company-provided phone
Personal development allowance
Generous Paid Time Off (PTO)
Observed holidays
Bonus
Heavily subsidized benefits and perks