- Salary
- $150k – $180k
- Location
- Office - NYC
- Workplace
- Onsite
- Department
- Finance
- Seniority
- Senior
- Experience
- 2+ years
- Visa
- Not sponsored
- Source
- Greenhouse
Description
About Us
DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!
About the Role
The Senior Associate, Corporate Development & Investor Relations will help DriveWealth grow through acquisitions, investments, and partnerships, and will support our relationships with current and future investors. You’ll find and evaluate opportunities, help run deals from identification through integration, and prepare analysis and materials for leadership and the Board.
What You’ll Do
Corporate Development
Research & Deal Sourcing
- Market Research: Analyze industries and competitors to find M&A, investment, and partnership targets that fit DriveWealth’s global growth strategy
- Pipeline Management: Maintain a pipeline of potential acquisitions, investments, and partnerships
Deal Execution
- Deal Management: Run day-to-day execution across the deal lifecycle
- Diligence Coordination: Coordinate diligence across Technology, Product, Revenue, Legal, Brokerage Operations, Risk, Finance, and HR
- Integration: Coordinate the transition from deal close to integration, then track results against the original deal thesis
Financial Analysis
- Modeling: Build and own financial models, including three-statement projections, valuation (DCF, comps, precedents), accretion/dilution, returns (ROI, ROIC), and synergy analyses
- Insight Synthesis: Distill complex financial and operational data into briefing memos and slide decks for leadership and the Board
- Build-Buy-Partner Analysis: Analyze whether DriveWealth should build a capability in-house, acquire it, or partner to deliver it
Investor Relations
- Investor Updates: Prepare monthly and quarterly investor updates and respond to investor requests
- Capital Raising: Prepare analysis and materials for future capital raises
- Coordination: Work with Revenue, Finance, and external advisors to produce investor materials
You Bring
- 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: you put the team’s results ahead of your own credit
Location
This role is open to candidates in the following locations: New York, NY
- This role is expected to come into the office on a cadence set by the Hiring Manager/Team, which for this specific position is 5 days a week.
- If you're not based in listed location above, this role is not a fit, and we cannot accommodate remote work outside the location.
- Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.
Pay Range: $150,000 – $180,000 USD
Working at DriveWealth
We do our best work when we're in the same room. To maintain the speed our partners expect, our New York, Chicago, and Lithuania teams work in office on a hybrid schedule. We've found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you're here, you're working directly with the people making the decisions.
To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer Medical insurance, Dental insurance, Vision insurance, Disability insurance, and Paid Parental Leave, along with a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous Paid Time Off (PTO) and observed holidays.
Work Authorization
Applicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.
For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company.
How We Think About AI
We leverage AI to work smarter and move faster. We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise.
Compensation
Pay is generally based on the level, complexity, responsibility, location, and job duties/requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.
Equal Employment Opportunity
To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply.
Agency Disclaimer
DriveWealth does not accept agency resumes. Do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.