Investment Banking Associate

We are seeking an ambitious, highly analytical Investment Banking Associate to join our premier Technology & Software M&A group in New York. In this role, you will play a critical, hands‑on role in executing complex, high‑profile buy‑side and sell‑side M&A transactions, divestitures, joint ventures, and strategic advisory mandates across the technology landscape— with a strong concentration in enterprise software, SaaS, vertical software, and tech‑enabled services. Transaction Execution & Financial Modeling: Valuation & Modeling: Build, refine, and audit detailed financial models, including Leveraged Buyout (LBO), Discounted Cash Flow (DCF), Merger Arbitrage/Accretion‑Dilution, Three‑Statement, and Comparable Companies / Precedent Transactions analyses. Software Dynamics: Apply specialized software financial metrics (e.g., ARR/MRR, Net Retention Rate (NRR), CAC Payback, Magic Number, Rule of 40, LTV/CAC, Gross/Net Churn) to valuation and narrative development. M&A Process Management: Lead the day‑to‑day execution of sell‑side and buy‑side processes, including creating Confidential Information Memoranda (CIMs), Teasers, Management Presentations, virtual data rooms (VDR), and detailed buyer logs. Due Diligence: Direct financial, operational, and commercial due diligence workflows, serving as the primary bridge between target management teams, private equity sponsors, legal counsel, and accounting advisors. Pitching & Deal Origination: Pitches & Proposals: Structure and draft high‑impact client presentations, pitch decks, board presentations, and fairness opinions. Market Intelligence: Conduct deep strategic research on tech sub‑sectors, competitive dynamics, emerging SaaS trends, and capital market movements to identify prospective transaction opportunities. Qualifications & Skills Experience: 2 to 4 years of directly relevant experience in Investment Banking, Corporate Development, or M&A Advisory with a focus on Technology, Media, & Telecom (TMT) or Software . Candidates who completed a 2–3 year Analyst program at a bulge bracket, elite boutique, or tech‑focused middle‑market firm are strongly preferred. Education: Bachelor’s degree in Finance, Economics, Computer Science, Engineering, or a related field with distinguished academic performance. An MBA from a top‑tier institution is a plus. Work Ethic & Location: Ability to thrive in a fast‑paced environment under tight deadlines. Must be located in or willing to relocate to the New York metropolitan area. #J-18808-Ljbffr