What are the responsibilities and job description for the Investment Banking Associate - Technology position at Aeris Partners?
About Aeris Partners
Aeris Partners, a leading boutique investment bank with offices in Boston and San Francisco, provides premium strategic M&A advisory services to best-in-class software, Software-as-a-Service (SaaS), data & analytics, private equity, and venture capital firms spanning a range of high-growth vertical markets. Aeris leverages extensive technology domain expertise and an unparalleled commitment to delivering superior M&A outcomes on every transaction. The firm’s senior leadership team has successfully completed more than $40 billion of M&A advisory assignments to date. Aeris Partners LLC is a registered broker-dealer and member of FINRA and SIPC.
Associate, Technology Job Description
We are seeking experienced and highly motivated technology M&A investment banking Associates for our Boston and San Francisco offices. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms.
Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with an exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities.
Responsibilities
- Participate meaningfully in all aspects of transaction development and execution
- Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more
- Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction
- Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends
Desired Skills and Experience
- Current Associates OR Analyst-to-Associate promotes with excellent work experience and references, OR MBA from top-tier programs with exceptional academic performance
- Exceptional work ethic – self-starter, driven and hard working with a passion for excellence
- Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
- Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
- Creative and entrepreneurial mindset; ability to multitask and manage time effectively
- Unwavering commitment to conducting business with the highest degree of integrity and professionalism
- High level of attention to detail
- Outstanding leadership skills with an ability to manage and mentor junior professionals
- Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment
- Must be eligible to work permanently in the United States
