About Us
DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!
About the Role
The Senior Associate, Corporate Development & Investor Relations will help DriveWealth grow through acquisitions, investments, and partnerships, and will support our relationships with current and future investors. You’ll find and evaluate opportunities, help run deals from identification through integration, and prepare analysis and materials for leadership and the Board.
What You’ll Do
Corporate Development
Research & Deal Sourcing
Market Research: Analyze industries and competitors to find M&A, investment, and partnership targets that fit DriveWealth’s global growth strategy
Pipeline Management: Maintain a pipeline of potential acquisitions, investments, and partnerships
Deal Execution
Deal Management: Run day-to-day execution across the deal lifecycle
Diligence Coordination: Coordinate diligence across Technology, Product, Revenue, Legal, Brokerage Operations, Risk, Finance, and HR
Integration: Coordinate the transition from deal close to integration, then track results against the original deal thesis
Financial Analysis
Modeling: Build and own financial models, including three-statement projections, valuation (DCF, comps, precedents), accretion/dilution, returns (ROI, ROIC), and synergy analyses
Insight Synthesis: Distill complex financial and operational data into briefing memos and slide decks for leadership and the Board
Build-Buy-Partner Analysis: Analyze whether DriveWealth should build a capability in-house, acquire it, or partner to deliver it
Investor Relations
Investor Updates: Prepare monthly and quarterly investor updates and respond to investor requests
Capital Raising: Prepare analysis and materials for future capital raises
Coordination: Work with Revenue, Finance, and external advisors to produce investor materials
You Bring
2–6 years of experience in investment banking, private equity, or corporate development, ideally covering financial services or fintech
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 finishing it, including under deadline pressure
The ability to prioritize and keep several workstreams moving at once
Integrity, sound judgment, and respect for risk and control
A team-first approach: you put the team’s results ahead of your own credit
Location
This role is open to candidates in the following locations: New York, NY
This role is expected to come into the office on a cadence set by the Hiring Manager/Team, which for this specific position…