Director, Strategic Investments New York, NY, United States General Management/B
BNY Mellon Capital Markets, LLC, New York, NY, United States
## Director, Strategic InvestmentsNew York, NY, United StatesSame Posting Description for Internal and External Candidates]**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,NYBNY’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 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 influenceAt BNY, our culture speaks for itself, check out the latest BNY news at: 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, 2025Our 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.BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $226,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.Years of experience2-48+* Less than 2 years* 2 - 4 years* 4 - 8 years* 8+ yearsTop skillsAsset ManagementBusiness DevelopmentBankingAnalysisAnalyticsBusiness StrategyBusiness Economics #J-18808-Ljbffr
to join our Strategic Partnerships, Investment and Innovations team. This role is located in NY,NYBNY’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 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 influenceAt BNY, our culture speaks for itself, check out the latest BNY news at: 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, 2025Our 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.BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $226,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.Years of experience2-48+* Less than 2 years* 2 - 4 years* 4 - 8 years* 8+ yearsTop skillsAsset ManagementBusiness DevelopmentBankingAnalysisAnalyticsBusiness StrategyBusiness Economics #J-18808-Ljbffr