Fintech Strategy & Investments - Associate will be responsible for:
- Research and analyze industry landscapes to evaluate new opportunities, identify emerging trends and refine investment theses
- Monitor and track KPIs for portfolio companies to inform ongoing investment decisions
- Scout and profile new fintech companies, conducting deep-dive due diligence and competitive benchmarking on potential partnership and investment opportunities
- Create presentation materials for senior stakeholders
- Develop relationships with internal functional partners and CIB business partners
- Engage with fintech companies, VC investors, and the broader fintech community
- Participate in industry events to network with the broader ecosystem and identify emerging trends
Required Qualifications, Capabilities and Skills
- years of experience in financial services (investment banking, markets, research), PE/VC, startups (fintechs), management consulting, or strategy equivalent
- Strong interest in fintech, digital business transformation, and fintech innovation
- Proficiency in quantitative storytelling, ability to create impactful presentations using compelling data analysis and rigorous research
- Open, collaborative, team-oriented operating style, works well with cross-functional teams
- Effective verbal and written communication skills
- Proven ability to manage multiple projects and competing priorities; strong organizational skills
- Detail-oriented, with strong time management skills
- Passion for learning and ability to learn quickly
Preferred Qualifications, Capabilities and Skills:
- Experience in financial markets with an emphasis on fintech, innovation, investments, and partnerships
- Deep knowledge of Artificial Intelligence, DLT, Digital Transformation and Emerging Tech
- Proven proficiency in PowerPoint and Excel, ideally with financial modelling and data analysis experience
- Familiarity with researching companies and use of relevant research tools
- Self-starter, who isn’t afraid to escalate early, or ask for help when it is needed