Investment Banking Associate

Job Description

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:

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• 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.
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• 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.
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• 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.
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• 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.
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Pitching & Deal Origination:

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• Pitches & Proposals: Structure and draft high-impact client presentations, pitch decks, board presentations, and fairness opinions.
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• Market Intelligence: Conduct deep strategic research on tech sub-sectors, competitive dynamics, emerging SaaS trends, and capital market movements to identify prospective transaction opportunities.
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Qualifications & Skills

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• 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 .
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• Candidates who completed a 2–3 year Analyst program at a bulge bracket, elite boutique, or tech-focused middle-market firm are strongly preferred.
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• 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.
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• 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.
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