Associate, Investment Banking – Technology – London

Overview

As an Associate in Moelis & Company’s Technology IB team, you help execute sponsor-led tech M&A and related financing transactions. You work closely with senior bankers and sponsors to drive analysis, modeling, and client-ready materials. You contribute to business development within the tech franchise and support complex execution in a fast-paced, collaborative setting. This role places you at the core of high-profile transactions, shaping outcomes for technology clients and financial sponsors.

Responsibilities

• Perform detailed financial analysis and valuation work (DCF, LBO, comps, precedent transactions; software/SaaS metrics).
• Develop and maintain three-statement and sponsor-centric financial models to evaluate transactions.
• Lead the preparation of sell-side materials (CIMs, management presentations, teasers, investor materials, pitch books).
• Conduct company/market research to identify sell-side opportunities and strategic trends for sponsors and corporate clients.
• Support transaction execution, including due diligence coordination and liaising with clients, sponsors, and advisors.
• Build relationships with financial sponsors and management teams; ensure quality and timely delivery.
• Mentor and supervise analysts; contribute to business development and sponsor/sector mapping.

Key requirements

• Minimum 3 years of investment banking experience in technology/TMT M&A or corporate finance, with sponsor-focused or sell-side exposure preferred.
• Direct technology sector experience in software and data/analytics is advantageous.
• Proven execution on 4–6 technology transactions, with at least 2–3 reaching signing/completion; experience with financial sponsors essential.
• Strong analytical, financial modelling, and presentation skills; solid accounting and valuation knowledge.
• Proficiency in Excel, PowerPoint, and Word; English fluency (additional European language beneficial).
• Client-focused mindset, team player, and ability to thrive in a fast-paced, collaborative environment.

• client-focused mindset
• excellent communication and interpersonal skills
• teamwork and collaboration
• financial modelling
• DCF, LBO, comps, precedent transactions
• ARR build, cohort and retention, net revenue retention, Rule-of-40

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