Investment Banking Associate/Vice President - Technology

About the Role:

Join a high-performing team within the Technology & Services group. As a Senior Associate or Vice President, you will play a critical role in executing strategic transactions including M&A, capital raising, and financial advisory services.

Key Responsibilities:

Associate Level:

• Support execution of M&A and capital markets transactions across Technology & Services management.
• Build detailed financial models (DCF, LBO, merger models) and perform valuation analyses.
• Prepare pitch books, client presentations, and marketing materials.
• Conduct industry research and competitive analysis to support client strategy.
• Coordinate due diligence processes and manage data rooms.
• Assist in investor outreach and engagement efforts.

Vice President Level:

• Lead transaction execution and manage deal teams across multiple workstreams.
• Serve as a primary point of contact for clients, investors, and internal stakeholders.
• Drive origination efforts by identifying new business opportunities and developing client relationships.
• Oversee financial modeling and presentation development with a focus on quality and strategic insight.
• Mentor and develop junior team members, providing guidance and feedback.
• Stay ahead of industry trends, regulatory changes, and market dynamics to inform client strategy.

Qualifications:

Associate:

• Bachelor’s degree in Finance, Economics, Business, or related field; MBA preferred.
• 2–4 years of experience in investment banking or financial advisory, ideally within Tech.
• Strong technical skills in financial modeling and valuation.
• Excellent communication and organizational abilities.

Vice President:

• Bachelor’s degree required; MBA or other advanced degree strongly preferred.
• 5–8 years of investment banking experience with a focus on Tech sectors.
• Proven track record of leading transactions and managing client relationships.
• Strong leadership, project management, and business development capabilities.

Preferred Skills (Both Levels):

• Deep understanding of tech and/or software products.
• Familiarity with regulatory frameworks (e.g., NAIC, SEC, FINRA).
• Proficiency in Excel, PowerPoint, and financial databases (e.g., SNL, Bloomberg, Capital IQ).