Investment Banking Associate, Technology

Overview

Santander Holdings USA Inc is a global leader in financial services, evolving from a strong brand into a technology‑driven organization. Our people are central to this transformation as we pursue a customer‑centric strategy that rewards bold thinking, innovation, and the courage to challenge the status quo. This shift offers ambitious professionals the chance to grow, learn, and make a meaningful impact. If you are open to exploring possibilities, we would like to speak with you.

Location

New York, NY 10022

Your Role

As an Investment Banking Associate on the New York Technology team within Coverage, you will build on the foundation laid as an Analyst, taking on greater responsibilities in project management and client interaction. Associates continue to engage in structured training while playing a more active role in deal execution and mentoring junior staff.

• Participate in advanced training programs to further develop technical expertise and leadership capabilities.
• Lead the preparation of client presentations, pitch books, and financial analyses.
• Manage and review financial models, valuation analyses, and transaction documentation.
• Oversee Analysts to ensure deliverables are accurate and timely.
• Actively participate in client meetings and deal discussions.
• Contribute to transaction structuring discussions and negotiation processes.
• Support senior bankers in identifying and pursuing new business opportunities.

Your Qualifications

To perform this role successfully, you should be able to fulfill each essential duty. The requirements below reflect the knowledge, skills, and abilities typically needed.

• Bachelor’s degree or equivalent from an accredited institution.
• 3+ years of experience in finance, investment banking, or a related field/sector.
• Demonstrated knowledge of corporate finance and investment banking products, with experience on executed M&A and other advisory transactions.
• Expert knowledge of Excel and PowerPoint with advanced financial modeling skills.
• Exceptional attention to detail, analytical rigor, and the ability to manage multiple transaction processes concurrently.
• Strong communication and interpersonal skills suitable for a client‑facing environment.
• Team player and self‑starter.
• Strong technical financial modeling and valuation skills.
• Certifications: No certifications listed for this job. Candidates must hold or be willing to obtain Series 63 and 79 licenses.

Nice to Have

• Transaction exposure within IT Services, FinTech, or Business Services.

Compensation and Benefits

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non‑exempt), the annual range is based on a 40‑hour work week. Exact compensation may vary based on skills, experience, training, licensure, certifications, and location.

• Base Pay Range: Minimum: $175,000.00 USD; Maximum: $225,000.00 USD

We Value Your Impact

Your contributions are recognized, and you can expect a fair and competitive rewards package that reflects the value you deliver. Our benefits extend beyond the paycheck to support you, your family, and your well‑being now and in the future. Santander Benefits, as referenced in 2026 Santander OnGoing/NH eGuide (foleon.com).

Risk Culture and Inclusion

Risk Culture: We maintain a strong risk culture and expect professionals at all levels to take proactive and responsible approaches to risk management.

EEO Statement: Santander values and respects differences in our workforce and encourages everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Working Conditions

Frequent minimal physical effort such as sitting, standing, and walking is required. Depending on location, occasional moving and lifting of light equipment and/or furniture may be necessary.

Employer Rights

This job description does not list all duties. Supervisors or managers may assign additional tasks. The employer reserves the right to revise this description at any time. This description is not a contract of employment and either party may terminate employment at any time for any reason.

What To Do Next

If this role aligns with your interests, please apply. We are committed to an inclusive and accessible application process. If you require assistance or accommodations due to a disability or any other reason, please contact [email protected] to discuss your needs.