SVP - US Strategic Investments

Senior Vice President, Strategic Investments (SPIN)

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Senior Vice President, Strategic Investments (SPIN) to join our Strategic Investments Group. This role is in New York City, NY.

In this role, you'll make an impact in the following ways:

Overview

BNY's Strategic Investments team (SPIN) is responsible for identifying, evaluating, and executing minority investments and strategic partnerships that accelerate the firm's long-term growth agenda. The team operates at the intersection of corporate strategy, M&A, venture investing, and product innovation, with a particular focus on financial infrastructure, digital assets, data platforms, and next-generation fintech.

The Senior Vice President will play a key role in supporting the sourcing, diligence, and execution of transactions, while partnering with senior team members and business leaders to align investments with enterprise priorities.

Key Responsibilities

• Support the execution of strategic investments, including minority equity investments and joint ventures.
• Build and maintain financial models, valuation analyses, and transaction materials.
• Coordinate due diligence processes across commercial, financial, legal, regulatory, risk, and technology domains.
• Prepare investment memoranda and supporting materials for internal stakeholders and governance committees.

Deal Sourcing & Thematic Development

• Assist in identifying investment opportunities aligned with BNY's strategic priorities (e.g., digital assets, tokenization, payments, data/analytics, market infrastructure).
• Support relationship management with venture capital firms, founders, bankers, and ecosystem participants.
• Contribute to development of investment theses through market research and competitive analysis.

Portfolio Management

• Monitor performance and strategic alignment of portfolio companies.
• Support ongoing engagement with portfolio companies, including tracking KPIs and identifying partnership opportunities.
• Assist in governance processes, including preparation for board observer participation where applicable.

Strategic Advisory

• Support senior team members in advising business leaders on inorganic growth opportunities.
• Contribute to corporate strategy initiatives such as market assessments and competitive benchmarking.
• Partner with internal stakeholders (Product, Legal, Risk, Finance, Compliance) to support execution readiness.

Team Contribution

• Collaborate with colleagues across SPIN and broader BNY teams to deliver high-quality investment outcomes.
• Contribute to knowledge sharing and continuous improvement of investment processes and materials.

Qualifications:

Experience

• 5–8+ years of experience in investment banking, private equity, venture capital, corporate development, or strategic investing within financial services or fintech.
• Experience supporting transactions from evaluation through execution.
• Exposure to fintech, financial infrastructure, or digital assets preferred.

Technical Skills

• Strong financial modeling and valuation capabilities (DCF, comparables, venture-style valuation).
• Familiarity with deal structuring, term sheets, and transaction processes.
• Ability to evaluate business models and technology platforms (e.g., data, payments, custody, blockchain, capital markets infrastructure).

Strategic & Commercial Acumen

• Solid understanding of financial services and fintech ecosystems.
• Ability to translate market insights into investment-relevant analysis.
• Experience working in cross-functional environments.

Communication & Execution

• Strong written and verbal communication skills.
• Ability to manage multiple workstreams and deadlines effectively.
• Attention to detail and strong analytical capabilities.

Preferred Attributes

• Experience within a financial institution's strategic investment or corporate venture team.
• Familiarity with regulatory considerations in banking and financial markets.
• Existing exposure to fintech or venture ecosystems.
• MBA or equivalent advanced degree (preferred but not required).

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Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $226,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.