Investment Banker I

The role

You will work directly with senior bankers on live deal execution and origination support. You will use the OffDeal AI platform to conduct research, prepare materials, and manage transaction diligence workstreams.

What you will do

• Support live deals and active transaction processes
• Field diligence requests and coordinate with buyers
• Build and manage relationships with private equity firms, independent sponsors, family offices, and strategic acquirers
• Identify relevant buyers, coordinate outreach, and track feedback
• Create client-facing decks, buyer materials, financial analyses, and valuation support
• Support origination by evaluating new opportunities and preparing for founder conversations
• Use OffDeal AI tools for research, outreach, diligence, and execution
• Help engineering teams improve product workflows

Required qualifications

• 1–3 years of experience in investment banking, M&A advisory, transaction advisory, corporate development, private equity, or another rigorous deal environment
• Knowledge of fundamentals
• Ability to produce clean and reliable work
• Ability to manage follow-ups and keep processes organized
• Ability to communicate clearly
• Comfortable being in front of clients and buyers
• Scrappy mindset for a startup environment

About the company

OffDeal is an AI-native investment bank focusing on the lower middle market ($1–10M EBITDA). The company has raised $17M from Y Combinator, Radical Ventures, and others.