Investment Principal - PSI Team

Optiver • New York, NY

7h • Onsite

About The Position

We are seeking a highly accomplished and strategically minded Investment Principal to join our investment team. You will bring extensive experience in private equity, mergers & acquisitions, or venture capital, with a particular focus on financial market infrastructure and digital assets. This role requires a deep understanding of the dynamics of trading ecosystems, a robust network of industry contacts, and a proven track record of executing complex transactions. You will be responsible for sourcing, leading, and managing investments across the full transaction lifecycle, primarily within the United States.

Requirements

• A minimum of 8–10 years of relevant experience in private equity, M&A advisory, or venture capital, ideally with exposure to the financial technology and market infrastructure sectors
• Demonstrated success in sourcing, structuring, and executing high-impact and complex investment transactions
• Strong commercial acumen with the ability to assess strategic value and competitive positioning in dynamic markets
• In-depth knowledge of financial market structure, trading technology, post-trade systems, and the regulatory environment
• Excellent interpersonal and communication skills, with the ability to convey complex ideas clearly and persuasively to senior stakeholders
• A proactive, self-directed approach with a high level of professional integrity and a commitment to excellence
• Legal authorization to work in the U.S. is required; we will not sponsor individuals for employment authorization for this job opening

Responsibilities

• Independently identify, originate, and evaluate investment opportunities aligned with strategic sector priorities, including exchanges, post-trade services, trading platforms, market data providers, and digital asset infrastructure
• Lead all phases of the investment process, including commercial due diligence, financial modeling, transaction structuring, negotiation, and legal execution
• Develop and maintain strong relationships with key stakeholders across the industry, including company founders, institutional investors, regulatory bodies, and other market participants
• Collaborate with internal stakeholders to refine investment theses, assess strategic fit, and provide insights on evolving market trends and regulatory developments
• Represent the firm externally with professionalism and credibility in interactions with counterparties, advisors, and industry partners

Benefits

• Highly competitive compensation package including performance-based bonus structure
• 401(k) match up to 50%
• Comprehensive health, mental, dental, vision, disability, and life coverage
• 25 paid vacation days alongside market holidays
• Extensive office perks, including breakfast, lunch and snacks, regular social events, clubs, sporting leagues and more

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed