Investment Banker

OffDeal, Inc.; New York (NY); On-site; USD 100,000 - 200,000; Full time

Job summary

OffDeal, Inc. seeks an Investment Banker to focus on high-value advisory and efficient deal execution in a fast-growing AI-native investment bank. The role involves engaging with small business owners, managing multiple deals annually, and utilizing AI for streamlined processes. Ideal candidates will have experience from top firms and possess strong financial acumen.

Benefits

Medical, dental, and vision insurance

Unlimited PTO

Free lunch and dinner

Equinox memberships

NYC relocation allowances

Qualifications

• 2-4+ years in investment banking or private equity from a top firm.
• Strong financial literacy (statements, multiples, diligence flows).
• Ability to translate complexity for first-time sellers.

Responsibilities

• Build rapport with owners, provide strategic guidance, and structure optimal deals.
• Engage with 50-100 qualified business owners and manage 5-10 sell-side mandates.
• Refine AI-generated teasers, CIMs, and buyer lists.

Skills

Financial Acumen

Communication & Empathy

Entrepreneurial Spirit

Education

Bachelor’s in Finance

Business

Economics

Job description

About OffDeal

OffDeal is an AI-native investment bank redefining how small businesses are bought and sold. We’re building what Goldman Sachs would look like if it launched in 2025 - built for companies up to $100 million in revenue. Backed by Radical Ventures and Y Combinator, we’re attacking a $10 trillion SMB market with a proprietary platform that surfaces every credible acquirer, auto-generates pitch decks, CIMs, diligence checklists, and manages the deal end-to-end. By automating the time-consuming grunt work of M&A analysts, our team can serve significantly more clients - and help entrepreneurs realize life-changing exits faster and more affordably.

You can read more about what we're building here.

The Role

As an OffDeal Investment Banker you’ll focus on what matters most: earning owners’ trust and closing deals. Unlike traditional roles where 70 % of time is spent prospecting and creating documents, our AI does the heavy lifting. You step in once qualified owners are engaged - enabling you to work on 20-30 deals per year versus the industry norm of 3-5.

What You'll Do

High-Value Advisory: Build rapport with owners, provide strategic guidance, and structure optimal deals while AI drafts the core materials.

Efficient Deal Execution: Operate in a two-person pod: a dedicated BD banker fills your pipeline with pre-qualified sellers and you do the closing.

AI-Enhanced Deal Preparation: Refine AI-generated teasers, CIMs, and buyer lists; weeks of work collapse into hours.

Product Innovation: Feed real-time feedback to engineers and help shape the future of tech-enabled M&A.

A typical month as an OffDeal Investment Banker:

• Engage with 50-100 qualified business owners

• Manage 5-10 active sell-side mandates

• Close 1-2 deals

Who We’re Looking For

M&A Experience: 2-4+ years in investment banking or private equity from a top firm

Financial Acumen: Strong financial literacy (statements, multiples, diligence flows)

Communication & Empathy: Elite communicator who can translate complexity for first-time sellers

Entrepreneurial Spirit: Self-starter who excels in a fast-moving, ambiguous environment.

Educational Background: Bachelor’s in Finance, Business, Economics, or related field

Why Join OffDeal

OffDeal is growing exceptionally fast and is a leader in AI-enabled services—deal volume is compounding every quarter.

Work Directly with Founders – Collaborate closely with the CEO and influence both our M&A playbook and product roadmap.
High-Impact Role – Your closed deals directly drive revenue and shape our market reputation.
Growth Opportunities – This founding seat offers runway to lead an industry vertical or broader M&A function over time.
Top-Tier Environment – Medical, dental, vision, unlimited PTO, free lunch and dinner, Equinox memberships, and NYC relocation allowances.
In-Person in NYC – Join an energetic office and a passionate team committed to disrupting a trillion-dollar industry.

If you’re an ambitious early- or mid-career finance pro who’d rather shape the future of deal making than polish logos in Appendix K, let’s talk.