Investment Banking Tech Associate

Job Description: Our client is a leading Investment Bank that specializes in the technology and software sector. They are looking for strong and dynamic Investment Banking Associates to join their team. The Associate will play a critical role in executing M&A transactions within the technology and SaaS sectors. This position involves managing deal processes, conducting financial analyses, and supporting senior bankers in client engagements a critical role in

Key Responsibilities:

• Deal Execution: Lead the execution of M&A transactions, including managing deal processes, conducting due diligence, and preparing transaction documents.
• Financial Analysis: Perform detailed financial analysis and modeling to support M&A transactions, including valuations, forecasts, and market assessments.
• Client Interaction: Build and maintain strong relationships with clients, providing strategic advice and addressing their needs throughout the transaction process.
• Market Research: Conduct industry and company research to identify trends, opportunities, and potential acquisition targets within the tech/SaaS sectors.
• Presentation Preparation: Prepare and deliver presentations, pitch books, and other marketing materials to clients and potential investors.
• Team Collaboration: Work closely with senior bankers and other team members to ensure seamless execution of transactions and high-quality client service.

Qualifications:

• Education: Bachelor's degree in Finance, Economics, Business, or a related field; MBA or other advanced degree preferred.
• Experience: Minimum of 3-5 years of experience in investment banking, with a focus on the technology and SaaS sectors.
• Skills: Strong analytical and quantitative skills, proficiency in financial modeling and valuation techniques, and excellent written and verbal communication skills.
• Knowledge: In-depth understanding of the tech/SaaS industry, market trends, and transaction processes.
• Certifications: Relevant certifications such as CFA or Series 7/63 licenses are a plus.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional development and career advancement within a dynamic and growing firm.
• Work and live in the thriving city of Boston!

Apply now if interested!