Investment Banker II

The role

You will drive full transaction processes and originate deals by building relationships with American entrepreneurs. You will use an AI-native platform to manage timelines, guide founders, and shape product features with engineering.

What you will do

• Own a sector and build a practice
• Drive transactions from kick-off to close
• Manage timelines and anticipate bottlenecks
• Guide founders through the emotional complexity of selling
• Leverage the AI platform for deal execution
• Shape the product by working with engineering to automate manual processes
• Meet with family-owned businesses through calls and in-person meetings
• Conduct in-person buyer diligence sessions
• Attend conferences to meet potential clients
• Review and polish AI-generated CIMs

Required qualifications

• 5–8 years of experience
• Mastered the fundamentals of investment banking
• Ready to originate deals
• Scrappy startup mindset

About the company

OffDeal is an AI-native investment bank focusing on the lower middle market. The company has raised $17M from Y Combinator, Radical Ventures, and others.