OffDeal is building the world's first AI-native investment bank, focusing on lower middle market transactions. As an Investment Banker I, you will work directly with senior bankers on live deal execution and origination support, gaining early exposure to client interactions and the deal process.

Responsibilities:

Support Live Deals. Help senior bankers run active transaction processes. Field diligence requests, coordinate with buyers, and broadly make sure nothing falls through the cracks, getting exposure to every phase of a live transaction – not just the model
Work With Buyers. Build and manage relationships with middle market private equity firms, independent sponsors, family offices, and strategic acquirers. Help identify relevant buyers, coordinate outreach, track feedback, and join buyer calls
Prepare High-Quality Materials. Create client-facing decks, buyer materials, financial analyses, valuation support, business summaries, and process updates. Our AI Agent Archie will give you a strong headstart, but you will need to bring your commercial judgement and polish
Support Origination. Help senior bankers evaluate new opportunities, prepare for founder conversations, follow up with prospects, and support the work that turns relationships into signed engagements
Leverage the Platform. Use OffDeal’s AI tools across research, outreach, diligence, materials, and execution. When a workflow is manual or painful, help our engineering team turn it into product
Grow Into a Closer. You’ve spent a year building the technical foundation. Here, you’ll learn how to talk to a seller, how to read a buyer, how to move a deal forward. Learn how deals are sourced, pitched, executed, negotiated, and closed. Over time, take on more external calls, own more workstreams, and build toward running deals end to end on your own

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Finance

Investment Banker I