Investment Banker

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.

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.