Director, Strategic Investments

Director, Strategic Investments (SPIN)

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Director, Strategic Investments   to join our Strategic Partnerships, Investment and Innovations team. This role is located in NY,NY

BNY’s Strategic Investments team (SPIN) is responsible for identifying, evaluating, and executing minority investments and strategic partnerships that accelerate the firm’s long-term growth agenda. The team operates at the intersection of corporate strategy, M&A, venture investing, and product innovation, with a particular focus on financial infrastructure, digital assets, data platforms, and next-generation fintech.

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

• 8–12+ 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 stakeh