Investment Banker I
About The Position
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 Traditional firms run oversized teams on outdated processes, making lower middle market transactions uneconomical.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.
Requirements
- 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.
Responsibilities
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
