SVP – US Strategic Investments
About The Position
BNY’s Strategic Investments team (SPIN) is responsible for identifying, evaluating, and executing minority investments and strategic partnerships that accelerate the firm’s long-term growth agenda. The team operates at the intersection of corporate strategy, M&A, venture investing, and product innovation, with a particular focus on financial infrastructure, digital assets, data platforms, and next-generation fintech. The Senior Vice President will play a key role in supporting the sourcing, diligence, and execution of transactions, while partnering with senior team members and business leaders to align investments with enterprise priorities.
Requirements
- 5–8+ years of experience in investment banking, private equity, venture capital, corporate development, or strategic investing within financial services or fintech.
- Experience supporting transactions from evaluation through execution.
- Exposure to fintech, financial infrastructure, or digital assets preferred.
- Strong financial modeling and valuation capabilities (DCF, comparables, venture-style valuation).
- Familiarity with deal structuring, term sheets, and transaction processes.
- Ability to evaluate business models and technology platforms (e.g., data, payments, custody, blockchain, capital markets infrastructure).
- Solid understanding of financial services and fintech ecosystems.
- Ability to translate market insights into investment-relevant analysis.
- Experience working in cross-functional environments.
- Strong written and verbal communication skills.
- Ability to manage multiple workstreams and deadlines effectively.
- Attention to detail and strong analytical capabilities.
Nice To Haves
- Experience within a financial institution’s strategic investment or corporate venture team.
- Familiarity with regulatory considerations in banking and financial markets.
- Existing exposure to fintech or venture ecosystems.
- MBA or equivalent advanced degree (preferred but not required).
Responsibilities
- Support the execution of strategic investments, including minority equity investments and joint ventures.
- Build and maintain financial models, valuation analyses, and transaction materials.
- Coordinate due diligence processes across commercial, financial, legal, regulatory, risk, and technology domains.
- Prepare investment memoranda and supporting materials for internal stakeholders and governance committees.
- Assist in identifying investment opportunities aligned with BNY’s strategic priorities (e.g., digital assets, tokenization, payments, data/analytics, market infrastructure).
- Support relationship management with venture capital firms, founders, bankers, and ecosystem participants.
- Contribute to development of investment theses through market research and competitive analysis.
- Monitor performance and strategic alignment of portfolio companies.
- Support ongoing engagement with portfolio companies, including tracking KPIs and identifying partnership opportunities.
- Assist in governance processes, including preparation for board observer participation where applicable.
- Support senior team members in advising business leaders on inorganic growth opportunities.
- Contribute to corporate strategy initiatives such as market assessments and competitive benchmarking.
- Partner with internal stakeholders (Product, Legal, Risk, Finance, Compliance) to support execution readiness.
- Collaborate with colleagues across SPIN and broader BNY teams to deliver high-quality investment outcomes.
- Contribute to knowledge sharing and continuous improvement of investment processes and materials.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1-10 employees
