You will work directly with Withroman.ai’s founders across the full investment lifecycle, from researching high-conviction theses to sourcing proprietary deals. This role blends traditional private equity origination with cutting-edge AI development, allowing you to identify market opportunities, recruit elite executive leadership, and help build the platform’s core AI-native operating system.
Investment / BD Associate at Withroman
Withroman.ai is hiring an Investment / BD Associate in Brooklyn to revolutionize the $10 trillion lower middle market. Partnered with industry giants like Thrive Holdings and Alpine Investors, this role offers a unique hybrid of private equity origination and AI product development. You’ll work alongside a founding team from Bank of America and Leerink Partners to source proprietary deals, recruit elite leadership, and build an AI-native operating system that amplifies human potential. If you have 1-6 years of experience in investment banking or consulting and want to be at the tip of the spear of AI innovation, join this mission-driven team building enduring businesses.
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Location
Brooklyn, United States
Compensation
Not Disclosed
Company
Withroman
Role overview
Software
Roman is a company that assists investors in accelerating conviction and cultivating connections to find, acquire, and scale businesses specifically in the lower middle market. It offers AI-powered, expert-led services including proprietary domain intelligence, curated advisor and executive connections, embedded analyst services, and AI tools to support deal diligence, board and executive recruiting, and portfolio value creation. Roman focuses on providing fast, precise expert calls and relationship capital that unlock strategic value for private equity investors, search funds, and portfolio companies. The platform emphasizes bespoke expert sourcing, fast delivery, structured conversations, and long-term partnerships to accelerate deal conviction and value creation in the private equity ecosystem.
What you will do
- Identify and cultivate authentic relationships with industry experts and business owners to accelerate high-conviction investment opportunities and proprietary deal flow.
- Research attractive markets to build actionable investment theses while evaluating live deals and defending clear recommendations to Roman’s partners.
- Collaborate directly with Engineering and Product teams to shape the AI-native operating system, ensuring the technology effectively amplifies human decision-making in real-world business building.
Who this is a fit for
- Possesses 1-6 years of experience in high-octane environments such as investment banking, private equity, or top-tier consulting with a proven standard for excellence.
- Demonstrates a competitive character with a history of mastery in demanding settings and a relentless drive to act as a long-term owner.
- Exhibits exceptional people skills and a service-oriented mindset, motivated by the opportunity to build enduring businesses and create tangible value for others.
Why this role is remarkable
- Participate in a high-stakes apprenticeship alongside a founding team of former investors from Bank of America and Alpine Investors who have managed billions in capital.
- Join a platform partnered with powerhouse firms like Thrive Holdings and Shore Capital to modernize the massive lower middle market through proprietary AI technology.
- Gain a unique hybrid experience that combines deep-dive investment analysis and deal origination with foundational product building alongside world-class engineers from a16z and YC backgrounds.
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
Meet Jack
What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If your profile’s a match and Withroman wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.