The Director will play a leadership role in sourcing, diligencing, and executing transactions, while partnering closely with senior executives across business lines to align investments with enterprise priorities.

Investment Execution

• Lead end-to-end execution of strategic investments, including minority equity investments and joint ventures
• Develop and oversee financial models, valuation frameworks, and transaction structuring
• Manage due diligence processes across commercial, financial, legal, regulatory, risk and technology domains
• Draft and present investment memoranda to senior leadership and governance committees

Deal Sourcing & Thematic Development

• Proactively identify investment opportunities aligned with BNY’s strategic priorities (e.g., digital assets, tokenization, payments data/analytics, market infrastructure)
• Build and maintain relationships with venture capital firms, founders, bankers, and ecosystem participants
• Develop investment theses based on market trends, competitive dynamics, and client needs

Portfolio Management

• Oversee performance and strategic alignment of existing portfolio companies
• Represent BNY in board observer or governance roles where applicable
• Identify opportunities to deepen commercial partnerships between BNY and portfolio companies

Strategic Advisory

• Act as a thought partner to business leaders on inorganic growth opportunities
• Support broader corporate strategy initiatives, including market entry analysis and competitive benchmarking
• Collaborate with internal stakeholders (Product, Legal, Risk, Finance, Compliance) to ensure alignment and execution readiness

Leadership & Team Development

• Mentor junior team members and contribute to a high-performance investment culture
• Drive best practices in investment evaluation, governance, and execution discipline

Qualifications Experience

• Sufficient years of experience in investment banking, private equity, venture capital, corporate development, or strategic investing within financial services or fintech
• Demonstrated track record of leading complex transactions from origination through execution
• Experience in fintech, financial infrastructure, or digital assets strongly preferred
• Ability to assess technology platforms and business models (particularly in data, payments, custody, blockchain, or capital markets infrastructure)
• Strong understanding of deal structuring, term sheets, financial modeling, valuation and shareholder agreements

Strategic & Commercial Acumen

• Ability to connect investment opportunities to enterprise-level strategic priorities
• Strong market awareness across financial services and emerging fintech ecosystems
• Experience working with senior stakeholders and influencing decision-making

Leadership & Communication

• Exceptional written and verbal communication skills, including preparation of investment committee materials
• Ability to operate in a highly matrixed organization with competing priorities
• Proven ability to lead cross-functional teams and manage multiple transactions simultaneously

Preferred Attributes

• Experience within a financial institution’s strategic investment or corporate venture arm
• Familiarity with regulatory considerations in banking and financial markets
• Network within fintech and venture ecosystems
• MBA or equivalent advanced degree (preferred but not required)

What Differentiates This Role

• Direct exposure to senior leadership and enterprise-wide strategic initiatives
• Opportunity to shape BNY’s position in next-generation financial infrastructure
• Hybrid mandate spanning venture investing, corporate development, and strategic advisory
• Access to a global platform with deep client relationships and market influence

At BNY, our culture speaks for itself, check out the latest BNY news at:

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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.