Investment Banking Associate, Technology

Overview

In this role you will perform advanced financial analyses and modeling to support M&A, capital raising, and advisory engagements. You will lead due diligence, prepare proposals and presentations, and mentor junior staff while coordinating with clients and cross-functional teams. You’ll translate complex financial outcomes into actionable insights and help expand the firm’s client base across sectors. This position offers mentorship, deal exposure, and a path to senior leadership within a global, client-focused partnership.

Responsibilities

• Perform extensive financial/valuation analyses for M&A and capital raising transactions
• Build advanced financial models to value potential and actual clients and industries
• Lead due diligence, research, analysis and documentation of transactions
• Develop proposals and presentations for clients and prospects showcasing IB solutions
• Mentor and train less experienced staff; provide feedback on analysts’ work
• Engage in development of marketing materials and client meeting participation
• Monitor industry drivers and provide insights on business trends
• Identify process improvements and drive task efficiency
• Ensure tasks comply with applicable rules and regulations
• Foster client relationships and anticipate client needs with seamless solutions

Key requirements

• Bachelor’s Degree required
• MBA strongly preferred
• Detail oriented with strong analytical abilities
• Excellent mathematical, writing, verbal and computer skills
• Ability to manage multiple projects and adapt to new tasks quickly
• Effective leadership and coaching skills
• Strong desire to win; sound judgement
• Deep understanding of accounting and finance
• Travel 10%–30%

• Leadership and coaching
• Client-focused communication
• Analytical rigor
• Financial modeling
• Valuation methods
• Due diligence

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