About Us

DriveWealth is on a mission to make investing easier. We believe access to financial markets shouldn’t be limited by geography, wealth, or legacy systems. Our API-based platform empowers partners to offer seamless investing and trading experiences to clients worldwide, with US equities, ETFs, mutual funds, fixed income, options, and fractional shares.

Our culture blends the pace and agility of a fintech start-up with the stability and discipline of Wall Street. We encourage creativity and experimentation while holding ourselves to institutional-grade execution and compliance. 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 is 5 days a week.

If you're not based in listed location above, this role is not a fit, and we cannot accommodate remote work outside the location.

Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.

Pay Range: $150,000 – $180,000 USD

Working at DriveWealth

We do our best work when we're in the same room. To maintain the speed our partners expect, our New York, Chicago, and Lithuania teams work in office on a hybrid schedule. We've found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you're here, you're working directly with the people making the decisions.