Director, Investment Banking

About Montauk AI:
Montauk AI is redefining investment banking for home-based care. As the first AI-native platform for healthcare M&A, we deliver faster, more accurate valuations, smarter buyer matching, and higher deal certainty. We’re based in Hoboken, NJ and work nationwide with founders, operators, and strategic buyers.

Position Overview:
The Director of Investment Banking will lead deal teams from origination through close, overseeing valuation strategy, due diligence, client relations, and negotiations. You will also play a critical role in mentoring analysts and helping build the infrastructure of a modern, technology-enabled investment bank.

Key Responsibilities:
Lead M&A engagements from initial pitch through diligence and closing, with a focus on home-based care transactions.
Oversee the development of financial models, CIMs, and buyer lists, integrating AI-driven insights and forecasting tools.
Interface directly with founders, CEOs, private equity firms, and strategics to structure and close deals.
Manage and mentor junior team members, fostering a data-driven and performance-focused culture.
Collaborate with engineering and AI teams to enhance tools that improve client outcomes and deal velocity.nications.

Qualifications:
Bachelor’s degree in Finance, Business, or related field; MBA or CFA preferred.
5–10 years of experience in M&A or investment banking, preferably in healthcare or tech-enabled services.
Demonstrated ability to close mid-market deals independently.
Excellent communication, leadership, and analytical skills.
Comfort working in a fast-paced, tech-enabled environment.

Location:
Hoboken, NJ (Hybrid)

Compensation & Benefits:
Competitive base salary, performance-based bonuses, equity opportunities, and comprehensive benefits.

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