Investment Banking Senior Associate - Financial Services - PropTech

Piper Sandler•New York, NY

9d•Onsite

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. The PropTech team advises innovative companies in real estate technology, fintech, and specialty finance, focusing on businesses that enhance the homeowner, renter, and guest experience and support real estate transactions, financing, and ownership. The role involves working with founders, C-suite executives, and boards on M&A, equity and debt financings, structured capital solutions, IPOs, and other capital markets transactions. This position offers the chance to build relationships with various investors across the company lifecycle and work with technology-enabled clients grounded in real estate markets and financial services. The firm emphasizes hiring candidates with potential for advancement and a strong, inclusive culture focused on employee well-being.

Requirements

Bachelor's degree with 3+ years of investment banking experience.
MBA grads with relevant prior experience will be considered.
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.
Collaborative, self-motivated team player with sound judgment, intellectual curiosity, and the ability to thrive in a fast-paced, entrepreneurial environment.

Nice To Haves

Experience in fintech, technology, software, or technology-enabled services preferred.
Specialty finance and/or real estate experience or industry familiarity is a plus.
Genuine interest in the PropTech sector, including 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; prior experience 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 the buying, selling, financing, managing, and ongoing ownership of real estate.
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, convertible securities, and other public and private capital markets transactions.
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.
Drive execution, coordinate junior staff, and manage deadlines with attention to detail.