FinTech & Wealth M&A Associate - Valuation & Execution
$175k - $225kJPMorgan Chase
JPMorgan Chase is seeking an Associate in the FinTech, Wealth, and Asset Management team. The role is multifaceted, involving strategic meetings with clients regarding M&A and capital markets transactions, alongside leadership responsibilities. The ideal candidate has prior investment banking experience, strong financial modelling skills, and the ability to work independently. The position offers a competitive salary ranging from $175,000 to $225,000 annually. #J-18808-Ljbffr JPMorgan Chase
- ...seeking a client-focused Financial Advisor / Registered Representative to deliver modern wealth management solutions to founders, executives, and high-growth companies on a fintech platform with real human support. The ideal candidate holds a Series 65 license, has 3-7+...Suggested
- A leading global investment bank in New York is seeking an Investment Banking Associate to join their Strategic Investors Group. The role involves executing transactions, leading financial modeling efforts, and drafting crucial presentation materials. Ideal candidates...Suggested
- ...a comprehensive, tailored wealth management experience. Farther... ...wealth management, fintech, and technology production... ...practices. This role combines M&A expertise and execution excellence to drive Farther... ...maintain financial models, valuation analyses, and committee memoranda...Suggested
- ...is seeking a dedicated professional to lead M&A activities within the RIA sector. In this role, you will evaluate and execute M&A opportunities, assist in strategy development... ...opportunity to work alongside experts in the fintech industry. #J-18808-Ljbffr MassMutual...Suggested
- ...Professional Loan Program Team Member J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management... ...Borrower Specialist team to ensure tasks are appropriately executed, application process is handled correctly and all escalations are...SuggestedWork at office
- Atlas Search is seeking an Associate in New York, NY to develop and manage client relationships, build and interpret... ...models, and take an active role in structuring and executing transactions. You will perform valuation analyses, prepare client presentations, and help...Full time
$175k - $200k
A financial services firm in New York is seeking an Associate to lead analytical work supporting business development and transaction execution. This role involves valuation analysis, financial modeling, and developing client proposals. Ideal candidates will have at least...- Ziegler's Healthcare M&A Investment Banking team seeks an Associate in New York to lead analytical work supporting new business development and transaction execution. You will work closely with senior bankers, develop valuation, strategy, and client communication skills...Relocation
- A leading middle-market investment bank is seeking a Sell-Side M&A Analyst to support clients in divestitures and strategic advisory transactions. This role focuses on valuation, financial modeling, and transaction preparation. Successful candidates should have a Bachelor...
- A prominent investment banking firm is seeking an experienced Associate in New York. The role involves leading financial analysis, modeling... ...three years of investment banking experience, particularly in M&A. Strong skills in financial modeling and robust interpersonal abilities...
- ...for an Analyst to join our Investment Banking Mergers & Acquisitions team. As an Analyst, you will play a vital role in the execution of sponsor M&A business, gaining training and experience within a leading global firm. The role involves supporting transaction execution...
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote... ...software and planning led client workflows. Strong executive presence, critical thinking, and communication...Remote work
- J.P. Morgan in New York seeks an Associate for its M&A team to drive the full cycle of transactions... ...with Analysts and Associates, review valuation analyses, and help shape strategic alternatives... .... The role emphasizes leadership, execution discipline, and strong communication,...
$95k - $110k
...opportunities for long-term wealth creation. Our talented, global... ...management, wealth management, and fintech, with clients in over 150... ...the pre- and post-trade execution process:** Oversee allocations... ...and reliability in portfolio valuations; partner with the back office...Work at officeLocal areaWorldwide- ...offers expertise in M&A, capital raising,... ...: A new associate will play an integral... ...Preparation of company valuations including using various... ...origination and execution of M&A, equity,... ...Banking Associate - FinTech - FIG - NYC New... ...weeks ago Asset & Wealth Management, Growth...Full time
- ...- delivering a comprehensive, tailored wealth management experience. Farther’s founders... ...blend of traditional wealth management, fintech, and technology production expertise.We’... ...Background working with tech founders, executives, or entrepreneurial wealth Experience with...Work at office
$75k - $125k
Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions Analyst - New... ...the origination, underwriting, and execution of secondary advisory mandates within the... ...responsible for financial modeling, portfolio valuation, preparing marketing materials, and...Full timeTemporary workPart time$85k - $125k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio ValuationOverviewHoulihan... ...confidence in the financial executives, boards of directors, special... ...ranked us the No. 1 global M&A fairness opinion advisor over... ...opportunity to work on a wealth of projects that provide...Work at officeWorldwide$100k - $125k
...The M&A Associate position with NewEdge Capital Group is a role that... ...Support the coordination and execution of due diligence of potential... ...including standalone target valuation, synergy value, deal structuring... ...Familiarity with wealth management or RIA M&A and its...Temporary workWork experience placementWork at office3 days per week- ...Constructiontech, Developer tools, etc.) B2B fintech (embedded payment, stablecoins, tools... ...modeling, market research, and valuation work Due Diligence: Support and lead commercial... ...GTM Exits: Assist with exit planning and execution Education & Experience Bachelor’s degree...Work at office
- ...tech-enabled businesses across industries such as MarTech, FinTech, EdTech, and eCommerce. Unlike traditional outsourcing agencies... ...; it is a front-line position focused on capital markets, valuation, and executive-level storytelling. You will work directly with leadership...Full timeRemote work
$110k - $130k
...Careers is looking for a highly motivated Investment Banking Associate in New York. This role requires a minimum of three years of investment... ..., with strong expertise in financial modeling and transaction execution. The Associate will manage critical workstreams, lead junior...$80k - $100k
...securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous... ...government and nonprofit organizations and individuals. Legal Executive Assistant Under the general direction of the Director of Office...Temporary workPrivate practiceWork at office- ...it together. We're building AI-powered wealth management. Investments, taxes, retirement... ...decisions into thoughtful research, execution, and ongoing analysis. You will play a critical... ...experience with start-ups Consumer fintech experience Comprehensive health...Work at officeRelocationMonday to Friday
- ...it together. We're building AI-powered wealth management. Investments, taxes, retirement... ...Officer to lead top-down investment execution for Range Lead the implementation of... ...experience with start-ups ~ Consumer fintech experience Benefits ~ Comprehensive...Work at officeRelocationMonday to Friday
- ...money domain remains largely untouched: wealth management. Legacy Wall Street institutions... ...opinion, the "final boss" of consumer fintech. Our belief: every American deserves... ...statement, KPI build, summary financials & valuation math) Propose portfolio construction...Work experience placement
- ...seeks an Investment Operations & Trading Associate to enhance its centralized trading... ...trading and portfolio tasks, ensuring timely execution of advisor requests while adapting to a... ...have a minimum of 2 years of experience in wealth management and proficiency with trading...
- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...Portfolio Analysis Portfolio Management Price Verification and Valuation Trade Monitoring Trading Client Investments Management Client Solutions...Work from homeShift workDay shift
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...Management Price Verification and Valuation Trade Monitoring Trading Client Investments...Work at officeWork from homeShift workDay shift
- InforCapital, partnership is seeking an Associate for its Business Services M&A practice in New York, focusing on the Asset & Wealth Management sector. The role involves supporting M&A transactions, financial modeling, and due diligence coordination. Ideal candidates should...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to FinTech & Wealth M&A Associate - Valuation & Execution. Be the first to apply!
- acquisition analyst New York, NY
- acquisition specialist New York, NY
- m&a analyst internship New York, NY
- mergers and acquisitions analyst New York, NY
- site acquisition specialist New York, NY
- m&a associate New York, NY
- fintech sales New York, NY
- project manager fintech New York, NY
- software developer fintech New York, NY
- fintech work from home New York, NY

