Investment Banking Associate - Technology

We are partnering with a Boutique Technology Investment Banking platform. They are exclusively focused on Technology M&A. They have deep niched advisory focused across the vertical tech space including GRC, Marketing Technology, OCFO and Travel Tech. The firm has immense deal flow and they are looking to bring on two Associated in the near term.

What are people saying about this company?

• "We work with niche businesses to provide a successful outcome at a higher rate"
• "Great deal flow to get a high number of reps"
• "Lean deal teams to own the M&A process, get direct client/MD exposure"

Title: Technology Investment Banking – Associate (level I or level II)

Salary: $175,000k or $200,000 + Bonus

Location: San Francisco, CA (Hybrid)

Responsibilities:

• Get deal reps to be well positioned in order to maybe become a sector expert in the future
• Work hand in hand with the senior and junior members of the firm
• Continuously grow market intel in the tech M&A sector
• Advise on Buy/Sell side M&A activities, structure deals , engage in the due diligence process
• Be an expert in Financial Models in all deal types, M&A/financing
• Mentorship to junior Bankers (some peer Associates and jr. Analysts)
• Enthusiastic about the Tech Industry, being an enthusiast in any sub sector will help you stand out as a candidate
• Tech/Software focused or Tech Services focused M&A experience is a plus with a track record of closed deals, not 100% necessary but it is helpful

Requirements:

• BA/BS with a major in Business Administration, Finance, Economics or related field
• Anywhere between 3 yrs – 4 yrs of relevant experience, only Banking or combination of Investment Banking and Corporate Advisory, prefer to have all exp with IB firms with an emphasis on M&A deals
• Nice to have a Tech IB industry background
• Sell side M&A Exp is a must from buy-side & sell side
• Clear communication skills, both written/verbal
• Licenses preferred are Series 7, 79 & 63
• Open to travel as needed by clients
• Minimum 2 to 3 yrs of Investment Banking experience is ideal