Investment Banking Senior Associate - Financial Services - PropTech at Piper Sandler | NY, US | Rezi

Investment Banking Senior Associate - Financial Services - PropTech at Piper Sandler

Investment Banking Senior Associate - Financial Services - PropTech

Piper Sandler · NY, US

1 weeks ago

Investment Banking Senior Associate - Financial Services - PropTech

Piper Sandler · NY, US

13 days ago
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About the Role

Piper Sandler is seeking a senior Investment Banking Associate or junior Vice President to join their PropTech team in New York City. This role involves advising innovative companies in real estate technology, fintech, and specialty finance, focusing on businesses that enhance the real estate experience and transactions. The team engages in strategic M&A, equity and debt financings, and other capital markets transactions, building relationships with a diverse range of investors.

Responsibilities

  • Advise innovative companies across the real estate technology, fintech, and specialty finance ecosystem.
  • Focus on businesses that improve the homeowner, renter, and guest experience and support real estate transactions.
  • Engage with founders, c-suite executives, and boards of directors on strategic M&A, equity and debt financings, structured capital solutions, IPOs, follow-on offerings, convertible securities, and other public and private capital markets transactions.
  • Build relationships with investors across the company lifecycle.
  • Conduct differentiated industry/company research and identify key market trends.
  • Manage multiple workstreams simultaneously.
  • Drive execution, coordinate junior staff, and manage deadlines with attention to detail.

Requirements

  • Bachelor's degree with 3+ years of investment banking experience.
  • MBA grads with relevant prior experience will be considered.
  • Experience in fintech, technology, software, or technology-enabled services preferred.
  • Specialty finance and/or real estate experience or industry familiarity is a plus but not required.
  • Genuine interest in the PropTech sector.
  • Prior experience in PropTech a plus.
  • Familiarity with AI, automation, data-driven operating models, or other technologies improving real estate and financial services business is a plus.
  • Proven M&A execution experience (sell-side focus) and capital-raising transactions.
  • Strong corporate finance, valuation, and modeling skills (operating models, merger models, DCF, comps).
  • Excellent writing and presentation skills for pitch materials, CIMs, and board-level deliverables.
  • Strong client-facing and relationship-building skills.
  • Ability to work directly with founders, C-suite executives, investors, senior bankers and other key stakeholders.
  • Demonstrated project-management ability.
  • Collaborative, self-motivated team player with sound judgment, intellectual curiosity, and the ability to thrive in a fast-paced, entrepreneurial environment.

Skills

  • Investment banking
  • Fintech
  • Technology
  • Software
  • Technology-enabled services
  • Specialty finance
  • Real estate
  • PropTech
  • AI
  • Automation
  • Data-driven operating models
  • M&A execution
  • Capital-raising transactions
  • Corporate finance
  • Valuation
  • Modeling
  • Industry research
  • Market trend identification
  • Writing
  • Presentation
  • Client-facing
  • Relationship-building
  • Project management
  • Teamwork
  • Judgment
  • Intellectual curiosity

Location

  • New York City

Work Type

  • Full-time

Experience Level

  • Senior Associate
  • Junior Vice President

Education Level

  • Bachelor's degree
  • MBA

Salary/Compensations

  • $200,000 - $250,000 per year

Benefits

  • Annual incentive compensation
  • Competitive total compensation
  • Commitment to employee health and well-being

About the Company

  • Piper Sandler connects capital with opportunity to build a better future.
  • We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions.
  • We are committed to engaging, hiring, and retaining bright, committed people to work in partnership within an inclusive environment.
  • As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
  • Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital.
  • We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology.

Equal Opportunity

  • All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.