Investment Banking Associate Jobs

About The Position

Requirements

• 3-4 years of investment banking experience, including substantial M&A transaction execution experience.
• Prior experience within a Technology, TMT, Software, FinTech, or Tech-Enabled Services investment banking practice preferred.
• Demonstrated ability to independently manage multiple transaction workstreams simultaneously.
• Advanced financial modeling, valuation, and analytical capabilities.
• Strong understanding of software and recurring revenue business models.
• Excellent communication, presentation, and client management skills.
• Proven leadership experience managing and developing junior bankers.
• Bachelor's degree required.

Nice To Haves

• Experience advising companies within: Software / SaaS, FinTech, Tech-Enabled Services, Cybersecurity, Data & Analytics, Digital Infrastructure, IT Services, Internet & Digital Commerce, Artificial Intelligence & Emerging Technologies.

Responsibilities

• Lead the execution of M&A transactions, including sell-side, buy-side, recapitalization, and strategic advisory assignments.
• Manage all aspects of transaction processes, including due diligence, buyer outreach, process coordination, valuation analysis, and negotiation support.
• Oversee the preparation of client presentations, marketing materials, financial models, valuation analyses, and board materials.
• Serve as a primary day-to-day contact for clients, private equity investors, legal counsel, and other transaction stakeholders.
• Develop and maintain relationships with private equity firms, strategic acquirers, and technology executives.
• Mentor, train, and manage Analysts, ensuring high-quality execution and professional development.
• Contribute to the continued growth of the Technology practice through sector expertise, market intelligence, and thought leadership.

Benefits

• Opportunity to work alongside a nationally recognized Technology Investment Banking platform.
• Significant responsibility and direct exposure to senior clients and sponsors.
• Collaborative, entrepreneurial culture with a lean team structure.
• Consistent deal flow across sponsor-backed and founder-owned technology companies.
• Clear path towards VP and senior leadership advancement for top performers.