Business Development Analyst, Investment Banking (Tech M&A)

Kaizen Equity Partners • Scottsdale, AZ

1d • Hybrid

About The Position

Kaizen Equity Partners is a premier M&A investment bank focusing exclusively on the TMT sector. We close over $1B in transactions annually with a 90%+ success rate. Join our rapidly growing team of high-caliber professionals who excel in both relationship-building and analytical assessments. As a Business Development Analyst, you will support our business development team across the full origination process, from first outreach to signed mandate. This is an entry-level role for someone who wants hands-on exposure to how sell-side deals are sourced, qualified, and won.

Requirements

• Bachelor's degree in finance, business, economics, or a related field.
• Solid understanding of financial statements.
• Strong interest in learning SaaS metrics (ARR, MRR, churn, etc.) and M&A deal structures.
• Proficiency in Excel and PowerPoint.
• Strong written and verbal communication skills.
• A professional presence.
• Comfort engaging with senior executives and founders.
• Detail-oriented and highly organized, with the ability to manage multiple priorities at once.
• Self-driven, coachable, and eager to grow in a fast-paced, entrepreneurial setting.

Nice To Haves

• Recent graduates are welcome.
• Internship experience in investment banking, private equity, venture capital, consulting, or sales is a plus.

Responsibilities

• Help build and run outreach campaigns targeting founders and executives of SaaS and TMT companies, including target list building, prospect research, and email sequencing.
• Prepare for discovery calls by researching prospects and compiling SaaS metrics and financial information. Join calls with founders and C-level executives alongside senior team members, and summarize key takeaways and next steps.
• Maintain CRM records, track lead status, and coordinate follow-ups so high-potential leads move toward conversion.
• Research technology trends, market dynamics, comparable transactions, and active buyers to inform outreach strategy and pitch positioning.
• Assist in building presentations, proposals, and company profiles under the guidance of Associates and senior bankers.
• Work closely with the business development and execution teams, and learn sourcing and relationship management best practices directly from experienced dealmakers.

Benefits

• Competitive base salary with a performance-based bonus.
• Hands-on mentorship and a clear path to Associate for consistent high performers.
• A vibrant, entrepreneurial team environment, plus firm-sponsored retreats and social events.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level