Investment Banking Associate : Sales, Product Strategy

About Brexy

Brexy is a purpose-built AI financial platform built for the complexity of capital markets.

Unlike generic AI platforms, Brexy understands financial workflows, domain-specific requirements, and the complexity of high-stakes deal execution. Our AI infrastructure is designed to work across the workflows that matter most from research and analysis to deal execution, decision-making, and financial operations.

Brexy is trusted by leading dealmakers, investors, bankers, and advisors at the world’s top firms to accelerate workflows, surface accurate intelligence, and make better decisions with confidence.

About the Role

We are looking for an ambitious and commercially driven Investment Banking Associate with 3-5 years of experience to join our team at the intersection of enterprise sales, and product strategy .

This is a client-facing role for someone who understands how investment banks, financial institutions, and deal teams actually operate from company research and financial modeling to valuation, M&A, capital markets, due diligence, and client presentations.

You will act as a bridge between clients, commercial opportunities, and product development .

The ideal candidate combines strong investment banking fundamentals with commercial instincts, excellent communication skills, and a product-oriented mindset .

What You’ll Do Sales, Business Development & Client Engagement

• Identify and develop new business opportunities across investment banks, financial institutions, private equity firms, venture capital firms, corporates, and other capital market participants
• Build and manage relationships with senior bankers, founders, CXOs, investors, and financial services decision-makers
• Lead client discovery conversations to understand business challenges, workflows, and technology requirements
• Own the sales process from prospecting and discovery through product demonstrations, proposals, negotiations, and closing
• Develop tailored pitches and presentations based on each client’s business model, workflows, and strategic priorities
• Build and manage a strong pipeline of qualified opportunities
• Identify cross-selling, upselling, and strategic partnership opportunities
• Work closely with senior leadership on strategic accounts and high-value opportunities
  

Investment Banking Expertise & Solution Selling

• Serve as the investment banking subject-matter expert in client conversations and sales cycles
• Translate complex investment banking workflows into clear business requirements and technology use cases
• Conduct tailored product demonstrations and solution walkthroughs for banking and financial services clients
• Show clients how AI and technology can improve research, analysis, execution, reporting, and other high-value workflows
• Build a compelling business case around efficiency, accuracy, productivity, and workflow transformation
• Design and support proof-of-value exercises where required to demonstrate the commercial value of Brexy’s solutions
  

Product Strategy & Innovation

• Identify recurring client pain points and market gaps that can be converted into new products, features, or services
• Translate conversations with bankers and financial institutions into actionable product requirements
• Develop new product concepts and AI-powered solutions for investment banking and capital markets workflows
• Work closely with product, engineering, and leadership teams to evaluate and develop new ideas
• Research emerging AI capabilities and assess how they can be applied to real financial workflows
• Help define product positioning, target users, use cases, and go-to-market opportunities
• Bring market intelligence and customer feedback into product roadmap discussions
• Identify opportunities to automate manual, repetitive, or high-value workflows across the deal lifecycle
  

What You’ll Bring

• 3–5 years of experience in investment banking at a leading investment bank, boutique advisory firm, or financial institution
• Strong understanding of core investment banking workflows including financial modeling, valuation, M&A, capital markets, due diligence, and transaction execution
• Strong client-facing experience and ability to communicate effectively with senior bankers, executives, founders, and financial services leaders
• Excellent presentation and communication skills, with the ability to lead sophisticated client presentations and product demonstrations
• Strong financial modeling, analytical, and problem-solving capabilities
• Bachelor’s degree or above from a reputed institution

Location: Singapore

Type: Full-Time