Senior Specialist, Corporate Development & Investor Relations

DriveWealth•New York, NY

4d•$150,000 - $180,000•Onsite

About The Position

The Senior Specialist, Corporate Development & Investor Relations will help DriveWealth grow through acquisitions, investments, and partnerships, while supporting relationships with current and future investors. The role identifies and evaluates opportunities, helps manage deals from initial evaluation through integration, and prepares analysis and materials for leadership and the Board. Responsibilities span corporate development research and deal sourcing, deal execution, financial analysis, and investor relations. The specialist researches industries and competitors, maintains a pipeline of potential opportunities, coordinates diligence across internal functions, and helps manage post-close integration and performance tracking. The role also builds financial models and synthesizes complex information into concise memos and presentations. For investor relations, the specialist prepares recurring updates, responds to investor requests, and supports materials for future capital raises. The position is located in New York, NY and is expected to be in the office five days per week. Remote work outside the listed location is not accommodated. Applicants must be authorized to work in the United States without current or future visa sponsorship.

Requirements

2–6 years of experience in investment banking, private equity, or corporate development.
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 completing it, including under deadline pressure.
Ability to prioritize and keep several workstreams moving at once.
Integrity, sound judgment, and respect for risk and control.
A team-first approach that puts team results ahead of personal credit.
Must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.

Nice To Haves

Experience covering financial services or fintech.

Responsibilities

Analyze industries and competitors to identify M&A, investment, and partnership targets aligned with DriveWealth’s global growth strategy.
Maintain a pipeline of potential acquisitions, investments, and partnerships.
Manage day-to-day execution across the deal lifecycle.
Coordinate due diligence across Technology, Product, Revenue, Legal, Brokerage Operations, Risk, Finance, and HR.
Coordinate the transition from deal close to integration and track results against the original deal thesis.
Build and own financial models, including three-statement projections, valuation analyses, accretion/dilution, returns, and synergy analyses.
Distill complex financial and operational data into briefing memos and slide decks for leadership and the Board.
Analyze whether DriveWealth should build a capability in-house, acquire it, or partner to deliver it.
Prepare monthly and quarterly investor updates and respond to investor requests.
Prepare analysis and materials for future capital raises.
Work with Revenue, Finance, and external advisors to produce investor materials.