Technology Banking Analyst

Progress Partners is a financial services firm whose mission is to build value for the digital future. We aim to attract and work with innovative companies, entrepreneurial leaders and visionaries who are positively disrupting and transforming the industries we serve. As leaders of change for over twenty years, we strive to architect transformative deals that reshape companies and ultimately the market in which they operate.

Overview

Progress Partners is seeking to hire a Boston based Investment Banking Analyst to help support its M&A transactions. The ideal candidate will demonstrate the ability to multi-task in a fast-paced environment, has experience with financial statements, financial modeling, and strong communication skills. Prior experience in executing M&A and Equity Capital Markets transactions in Technology verticals is highly preferred.

Analysts at Progress are given meaningful hands-on experience and deal responsibility. Progress fosters a collaborative and entrepreneurial environment, and teamwork is essential to the firm’s success. The ideal candidate must be self-motivated, creative, proactive, outgoing, and possess a strong background in finance and accounting.

Responsibilities:

• Prepare and assist in the preparation of proposals, client presentations, and transaction materials
• Conduct company and industry research, and develop expert industry knowledge
• Develop marketing materials, complex financial analyses and models, and ensure data integrity and accuracy of all deliverables
• Monitor campaigns, coordinate meetings, and prepare and actively participate in weekly updates
• Engage in due diligence processes, including data room management and coordination between all stakeholders (internal and external)
• Establish and maintain the respect and trust of clients
• Recruit, supervise, and develop interns
• Perform other duties and responsibilities as assigned

Qualifications:

• 1 years of experience in investment banking, transaction advisory, corporate development, or other similar experience
• Bachelor’s degree with a strong academic record required; finance/accounting, business, economics majors preferred
• Knowledge of M&A and capital raising practices is essential
• Solid finance/accounting knowledge; ability to analyze and value businesses
• Exceptional interpersonal and presentation skills
• Team player mentality combined with the ability to work independently
• Excellent analytical, creative, and strategic thinking skills
• Strict attention to detail and advanced note taking abilities
• Strong organizational skills with the ability to multi-task and prioritize deliverables
• Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
• Prior experience with accounting, financial or market data, databases, or analysis tools