Investment Banking Senior Associate - Financial Services - PropTech
About The Position
Piper Sandler is seeking a Senior Investment Banking Associate or junior Vice President to join their PropTech team within the Financial Services group in New York City. This role involves advising innovative companies in real estate technology, fintech, and specialty finance, focusing on businesses that enhance the homeowner, renter, and guest experience. The team engages in strategic M&A, equity and debt financings, structured capital solutions, IPOs, and other capital markets transactions. The position offers the opportunity to build relationships with various investors and work with technology-enabled businesses grounded in real estate markets and financial services. The firm emphasizes hiring professionals with potential for advancement and a collaborative, entrepreneurial culture.
Requirements
- Bachelor's degree with 3+ years of investment banking experience.
- MBA grads with relevant prior experience will be considered.
- Experience in fintech, technology, software, or technology-enabled services preferred.
- Genuine interest in the PropTech sector.
- Proven M&A execution experience (sell-side focus) and capital-raising transactions.
- Strong corporate finance, valuation, and modeling skills (operating models, merger models, DCF, comps).
- Excellent writing and presentation skills for pitch materials, CIMs, and board-level deliverables.
- Strong client-facing and relationship-building skills, with the ability to work directly with founders, C-suite executives, investors, senior bankers and other key stakeholders.
- Demonstrated project-management ability including driving execution, coordinating junior staff, and managing deadlines with attention to detail.
- Collaborative, self-motivated team player with sound judgment, intellectual curiosity, and the ability to thrive in a fast-paced, entrepreneurial environment.
Nice To Haves
- Specialty finance and/or real estate experience or industry familiarity is a plus but not required.
- Prior experience in real estate technology spanning transaction services and mortgage platforms, home equity and specialty finance, multifamily and property operations, single-family rentals, short-term rental and hospitality, construction and workflow technology, data and analytics, and other technology-enabled real estate businesses is a plus.
- Familiarity with AI, automation, data-driven operating models, or other technologies improving real estate and financial services business is a plus.
Responsibilities
- Advise innovative companies across the real estate technology, fintech, and specialty finance ecosystem.
- Focus on businesses that improve the homeowner, renter, and guest experience and support real estate transactions, financing, management, and ownership.
- Work directly with founders, c-suite executives, and boards of directors on strategic M&A, equity and debt financings, structured capital solutions, IPOs, follow-on offerings, and convertible securities.
- Build relationships with investors across the company lifecycle, including venture capital, growth equity, private equity, crossover and hybrid capital providers, private credit and asset-based finance investors, and other alternative investment managers.
- Conduct differentiated industry/company research and identify key market trends.
- Develop pitch materials, CIMs, and board-level deliverables.
- Manage multiple workstreams simultaneously, demonstrating strong project-management ability.
- Drive execution, coordinate junior staff, and manage deadlines with attention to detail.
- Collaborate with team members in a fast-paced, entrepreneurial environment.
Benefits
- Annual incentive compensation
- Competitive total compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
