What are the responsibilities and job description for the Associate - Technology Banking position at Progress Partners IB Inc?
POSITION OVERVIEW
This Associate role requires an ability to multi-task in a fast-paced environment, experience with financial statements, financial modeling and exceptional communication skills. Candidates must have prior experience in executing M&A and Equity Capital Markets transactions for high-growth companies in the private markets- ideally within Technology verticals. A strong desire and ability to be a key driver of the execution of client transactions is a must. To be successful, you must be self-motivated, proactive, professional, and be prepared to work in a fast-moving environment.
Key Responsibilities Include:
- Assist and mentor members of core team and support senior bankers in executing new client engagements and successfully completing transactions
- Helps with creation of transaction project plan - assigns action items to internal and external team members
- Ownership of day-to-day client relationships and deal delivery process - lead and manage calls, drive core team on adherence to project plan and support senior bankers in establishing and exceeding client expectations
- Serve as point of quality control for deal materials such as due diligence, financial analysis, valuation, structuring and data rooms in accordance with timelines and firm guidelines
- Proactively manages market research, and market outreach campaigns
- Understands and is able to synthesize the relevant client/buyer universe
- Provides clear guidance to core team on the buildout of pitch decks, information memorandums, valuation analyses, and financial models using Microsoft PowerPoint and Excel
- Identifies when content and expertise is required from client, SMEs and senior team
Successful Associate candidates should have 3 years of experience in investment banking or corporate M&A, (ex. transaction/diligence services), and a bachelor’s degree in finance, accounting, or business - MBA preferred.
