Investment Banking Vice President, Technology - San Francisco

Moelis & Company • San Francisco, CA

13d

About The Position

The firm is seeking an experienced Vice President to join its Technology team in San Francisco. The Vice President will be a core member of transaction teams, overseeing financial analysis and transaction execution while working directly with senior bankers on client coverage and business development. The role involves M&A, capital raising, and strategic advisory assignments for technology companies, with an emphasis on software, including infrastructure software and cybersecurity. The Vice President will translate sector research and financial analyses into client recommendations, supervise Analysts and Associates, and help manage transaction processes and client deliverables.

Requirements

• Five or more years of relevant work experience, including investment banking transaction experience.
• Demonstrated software-sector experience and an interest in developing deeper expertise in infrastructure software and cybersecurity.
• Strong financial modeling, accounting, and valuation skills, with the ability to apply financial and economic analysis to complex business decisions.
• Experience supervising Analysts and Associates and overseeing research, financial analysis, and transaction execution.
• Strong professional presence, attention to detail, initiative, and problem-solving skills, with the ability to respond effectively to changing client needs and priorities.
• Undergraduate degree required.

Nice To Haves

• Undergraduate degree focus in finance, business, accounting, economics, mathematics, engineering, or a related discipline preferred.
• MBA from a top-tier business school or equivalent investment banking experience.

Responsibilities

• Oversee financial and valuation analyses, including leveraged buyout models, discounted cash flow, comparable company analysis, M&A accretion/dilution analysis, and credit analysis.
• Develop and review financial projections, transaction scenarios, business plans, and valuation conclusions to support client recommendations.
• Prepare and oversee client presentations, transaction materials, and marketing materials for public and private capital raising assignments.
• Manage transaction execution workstreams, coordinating analytical output and deliverables with senior bankers and junior team members.
• Monitor technology-sector transactions, capital markets activity, company performance, and industry developments to inform transaction evaluation and origination ideas.
• Supervise Analysts and Associates, directing research and analysis and reviewing work for accuracy, completeness, and relevance to client objectives.
• Work directly with Executive Directors and Managing Directors across marketing, transaction evaluation, and execution, adapting to evolving client and firm priorities.

What This Job Offers

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