Job Title: Investment Banking Associate - Tech-Enabled Services (M&A Focus)Location: New York, NY
Level: Experienced Associate (1st - 3rd Year)
Position OverviewWe are seeking an experienced
Investment Banking Associate to join our premier
Tech-Enabled Services group in
New York.
This group provides full-service financial advisory, with an intense focus on middle-market and large-cap
Mergers & Acquisitions (M&A), buy-side/sell-side advisory, and cross-border transactions. The ideal candidate will have a strong foundation in corporate finance, deep sub-sector interest (IT services, SaaS-enabled services, managed services, tech-consulting, and digital transformation), and a proven track record of executing complex M&A transactions.
Key Responsibilities- M&A Transaction Execution: Lead day-to-day execution of sell-side and buy-side M&A transactions, including transaction structuring, financial modeling, valuation, management presentations, and virtual data room (VDR) oversight.
- Advanced Financial Modeling: Build, audit, and oversee dynamic financial models (3-statement, LBO, DCF, M&A accretion/dilution, and Sum-of-the-Parts valuations) specific to recurring and tech-enabled revenue models.
- Deal Material Generation: Lead the creation of institutional marketing materials, including Pitch Books, Confidential Information Memoranda (CIMs), Teasers, and Board presentations.
- Due Diligence & Process Management: Oversee business, financial, and legal due diligence streams; interface directly with corporate executives, private equity sponsors, accounting advisers, and legal teams.
- Client Engagement: Serve as a core point of contact for corporate executives, founders, and PE clients throughout the transaction process.
- Analyst Management & Mentorship: Oversee, check, and mentor junior Analysts, taking accountability for work product quality, modeling accuracy, and deliverable timelines.
Qualifications & Requirements- Experience: 2-4 years of direct Investment Banking experience (as an Analyst or Associate) or 1-2 years post-MBA in a top-tier Investment Bank, with demonstrated exposure to M&A execution.
- Sector Interest: Experience or strong interest in Tech-Enabled Services, Business Services, Software, or broader TMT sectors.
- Technical Mastery: Superior understanding of valuation methodologies, M&A accounting, LBO dynamics, and complex Excel modeling.
- Communication & Presence: Exceptional written and verbal communication skills; comfortable presenting to C-suite executives and managing external deal teams.
- Licensing: Active FINRA Series 79 and Series 63 (or equivalent) required.
- Education: Bachelor's degree from a top-tier institution with a strong academic record; MBA from a top program preferred.
Compensation & Culture- Bulge-Bracket Level Compensation: Top-of-market base salary and performance-based discretionary bonus.
- Benefits: Comprehensive healthcare coverage, retirement plans, wellness benefits, and deal-flow visibility within a leading global platform.
