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Investment Banking Tech Associate

Selby Jennings
Boston, MA Full Time
POSTED ON 2/2/2025
AVAILABLE BEFORE 5/2/2025

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.
  • Apply now if interested!

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