Why I Swapped JPMorgan for an AI Investment Bank and Never Looked Back

Hey there! Imagine making a bold move that transforms your career and opens up a world of new possibilities. That's exactly what happened when I left my role as an investment banker at JPMorgan to join OffDeal, an innovative AI-driven investment bank.

The Allure of Investment Banking vs. Tech Startups

Embracing Risk and Seizing Opportunities

Starting my journey in investment banking exposed me to a myriad of skills and experiences. From financial modeling to dealmaking, the learning curve was steep but incredibly rewarding. One key lesson I took away was the art of efficiency and the power of asking the right questions when assessing businesses.

Despite the allure of the finance world, a part of me yearned for the dynamic environment of a tech startup. However, my risk-averse nature initially held me back. The startup scene seemed daunting, and the safer path of investment banking beckoned.

My time at JPMorgan and Piper Sandler in the Bay Area gave me a front-row seat to Silicon Valley's entrepreneurial spirit. Witnessing young founders secure funding and launch ventures sparked a desire in me to take a leap of faith.

Discovering OffDeal: A Perfect Match

Aligning Mission and Passion

My serendipitous encounter with OffDeal marked a turning point in my career. The company's AI-driven approach resonated with me, addressing the very pain points I encountered in traditional banking.

OffDeal's emphasis on assisting small businesses struck a personal chord with me. Growing up in a family of entrepreneurs, I understood the struggles faced by small business owners during transactions. Joining OffDeal felt like a natural fit.

What sets OffDeal apart is its unique team structure, pairing bankers with engineers to streamline deal processes. Collaborating closely with our software engineer, Luis, we deliver swift valuations and execute deals efficiently.

Revolutionizing Workflows with AI

The Power of Innovation in Banking

At OffDeal, AI isn't just a buzzword – it's a game-changer. Our workflow has been revolutionized, allowing us to complete valuations in days rather than weeks. No more tedious Excel spreadsheet entries; our proprietary software handles it all.

AI doesn't stop at valuations. From call transcriptions to automated pitchbook revisions, technology optimizes every aspect of our work. This translates to more deals closed in less time, freeing us from mundane tasks.

Unlike my days at JPMorgan, where juggling a few deals was the norm, OffDeal has empowered me to handle multiple deals concurrently. The efficiency gains are tangible, giving me the freedom to engage with clients and drive deals forward.

Embracing the Future of AI in Finance

Seizing the AI Advantage

While traditional investment banking remains a solid choice for many, the allure of AI companies like OffDeal is undeniable. The once-perceived risk of venturing into AI is now a strategic move, given the industry's transformative potential.

Timing is key in embracing AI's future. Those who adapt early and integrate AI seamlessly into their workflow stand to reap substantial rewards. The window of opportunity is now, offering a chance to propel your career forward in the evolving landscape of AI.

Ready to embrace the future of finance with AI at its core? Whether you're a seasoned professional or a newcomer to the industry, exploring the realm of AI-driven banking could be your next big career leap. Join the AI revolution today!

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By: ktan@businessinsider.com (Kwan Wei Kevin Tan)
Title: Why I Swapped JPMorgan for an AI Investment Bank and Never Looked Back
Sourced From: www.businessinsider.com/left-jp-morgan-analyst-join-ai-investment-bank-startup-advice-2025-10
Published Date: Mon, 13 Oct 2025 00:18:02 +0000