Associate, Technology Investment Banking

Cantor Fitzgerald Securities

$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years in investment banking or corporate finance, specifically in technology.
  • Proficient in financial modeling, valuation, and analytical skills.
  • Strong writing and communication skills for presenting complex ideas.
  • High attention to detail and organizational skills for timely deliverables.
  • Ability to juggle multiple projects in a fast-paced environment.
  • Collaborative team player with a strong work ethic.
  • Bachelor's in Finance, Economics, Business, or a related field.

Responsibilities

  • Execute M&A transactions involving financial analysis and transaction structuring.
  • Build and maintain financial models using DCF, LBO, and other valuation methods.
  • Prepare and deliver client presentations and pitch materials.
  • Conduct research on industry, market, and companies in the technology sector.
  • Manage deal processes with effective communication across stakeholders.
  • Support senior bankers in client management and business development.
  • Mentor Analysts to ensure high-quality deliverables.

Benefits

  • Fast-paced, team-oriented work environment.
  • Significant client interaction opportunities.
  • Exposure to a range of M&A, equity, and debt offerings within technology.
Full Job Description
Job Description

Cantor Fitzgerald, a leading global financial services firm, is seeking an Investment Banking Associate to support its Technology team. This role is an excellent opportunity for an experienced professional to contribute to strategic advisory and capital markets transactions for technology clients. The associate will work closely with senior bankers, gaining exposure to a range of M&A, equity, and debt offerings. The position is based in San Francisco, offering a fast-paced, team-oriented environment with significant client interaction.

Responsibilities

  • Execute M&A transactions, including financial analysis, valuation, due diligence, and transaction structuring.
  • Build and maintain financial models, utilizing techniques such as DCF, LBO, comparable companies, and precedent transactions.
  • Prepare and deliver high-quality client presentations, pitch books, and marketing materials.
  • Conduct industry, market, and company research within the technology sector.
  • Coordinate and manage deal processes, ensuring effective communication with clients, legal counsel, and advisors.
  • Support senior bankers in client relationship management and business development initiatives.
  • Mentor and oversee Analysts, ensuring accurate and high-quality deliverables.
  • Monitor capital markets activity and identify trends impacting technology companies.
  • Stay updated on industry developments and regulatory changes.
  • Collaborate with cross-functional teams to deliver comprehensive solutions to clients.


Qualifications

  • 3-6 years of relevant investment banking or corporate finance experience, with a focus on the technology sector.
  • Strong financial modeling, valuation, and analytical skills, demonstrated through successful transaction execution.
  • Excellent written and verbal communication skills, with the ability to present complex ideas clearly.
  • High attention to detail and exceptional organizational abilities, ensuring accurate and timely deliverables.
  • Ability to manage multiple projects simultaneously in a fast-paced, client-centric environment.
  • Strong work ethic, professionalism, and a collaborative mindset, valuing team-oriented culture.
  • Bachelor's Degree in Finance, Economics, Business, or a related field.
  • Experience in building and maintaining financial models, utilizing various valuation techniques.
  • Proven track record in executing M&A and/or capital markets transactions, with a focus on the technology industry.
  • Ability to work independently and take initiative, while also thriving in a team environment.

Salary: $175,000 - $225,000

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