Investment Banking Senior Associate Technology
Skills
About the Role
You will support investment banking business development and transaction execution for technology-related clients. You will conduct valuation analyses, build financial models, lead due diligence, develop proposals and presentations, participate in client meetings, and cultivate client relationships. You will also guide analysts, improve processes, monitor industry trends, and ensure work complies with applicable rules and procedures.
Requirements
- Bachelor’s degree
- Prior investment banking experience
- Technology or software investment banking experience or private equity equivalent
- Financial analysis
- Mathematics
- Writing
- Verbal communication
- Computer skills
- Accounting
- Finance
- Leadership
- Coaching
Responsibilities
- Perform financial and valuation analyses for mergers, acquisitions, and capital-raising transactions
- Review and guide analysts’ work
- Build advanced financial models to value clients and industries
- Lead due diligence, research, analysis, and transaction documentation
- Identify potential deal issues and communicate concerns to team members
- Develop presentations and test hypotheses to communicate analysis and research results
- Develop and deliver proposals and presentations to clients and prospects
- Develop marketing materials with analysts
- Participate in client meetings and drafting sessions
- Research industries and sectors, monitor key drivers, and provide business-trend insights
- Evaluate and improve BIC content
- Identify process improvements and propose efficiency solutions
- Manage client relationships and communicate with finance and accounting staff
- Assess macro factors affecting client industries and investment banking products
- Train analysts and provide constructive feedback on analyst and summer intern work
- Ensure activities comply with applicable rules, regulations, policies, and procedures
- Complete additional responsibilities as requested