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Senior Associate, Technology Investment Banking - Full Relocation

New York, NY · Banking/Loans
Firm Summary: NYC headquartered investment bank focused on M&A advisory services, capital raising, and debt capital markets.
Sector expertise:  Enterprise advisory services across the software, technology-enabled marketing, IT business services, and information markets. 

Position Summary:  
This busy Tech, IB has been hitting above their weight in deal size and has a 90% close rate on buy/sell-side transactions. Associate will play a critical role in supporting the technology investment banking team in executing deals and providing financial advisory services to clients within the technology sector. Your responsibilities will encompass various aspects of the deal-making process, from financial analysis and due diligence to transaction execution and client management. This role requires a strong understanding of the technology industry, financial modeling, and excellent communication skills to assist senior bankers in delivering top-notch service to clients.

As a Senior Associate of Technology Investment Banking at a boutique investment bank, your role is to support the Technology Investment Banking team in providing strategic financial advisory services to clients within the technology sector. You will be responsible for assisting with deal origination, conducting financial analysis, developing pitch materials, and supporting the execution of transactions. This position requires a strong understanding of the technology industry, financial modeling expertise, and excellent communication skills.

Key Responsibilities:
Deal Origination: Collaborate with senior bankers to identify potential investment banking opportunities within the technology sector. Stay updated on industry trends, market developments, and emerging technologies to identify potential clients and deals.

  1. Financial Analysis: Perform comprehensive financial analysis of client companies, including financial statements, valuation metrics, and benchmarking against industry peers. Develop detailed financial models to assess the company's financial performance and projections.

  2. Due Diligence: Assist in conducting due diligence on target companies, including reviewing legal documents, financial records, and market research. Identify potential risks and opportunities associated with proposed transactions.

  3. Pitch Materials: Participate in the preparation of pitch books and marketing materials to present to potential clients. These materials should effectively communicate the bank's expertise and showcase the value of the investment banking services offered.

  4. Transaction Execution: Support senior team members in managing the execution of transactions, including mergers and acquisitions (M&A), equity offerings, and capital raises. Collaborate with cross-functional teams, such as legal, compliance, and valuation experts, to ensure a smooth transaction process.

  5. Client Relationship Management: Cultivate and maintain relationships with clients and key stakeholders. Act as a point of contact for clients and assist in addressing their queries and concerns.

  6. Industry Research: Conduct in-depth research on the technology sector, keeping track of industry trends, competitive landscape, and potential opportunities. Leverage this knowledge to provide valuable insights to clients and contribute to the team's market intelligence.

  7. Regulatory Compliance: Ensure compliance with all relevant regulatory guidelines and internal policies throughout the deal process.

Qualifications and Requirements:

  • Bachelor's degree in finance, economics, business, or a related field. An MBA or other advanced degree is a plus.
  • Previous experience in investment banking, corporate finance, or a related field, with a focus on the technology sector.
  • Strong financial modeling and analytical skills, with proficiency in Excel and other financial tools.
  • Excellent communication and presentation skills, with the ability to convey complex financial information in a clear and concise manner.
  • Knowledge of technology industry trends, companies, and valuation methodologies.
  • Proven ability to work effectively in a team-oriented, fast-paced environment.
  • Attention to detail and the ability to manage multiple projects simultaneously.
  • Familiarity with relevant regulatory frameworks and compliance requirements.
  • A passion for the technology sector and a drive to stay updated on industry developments.
  • Middle-market Mergers and Acquisitions experience in Technology.

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