Experienced Investment Banking Associate - Technology

Progress Partners IB, Inc

$130K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 1+ year of investment banking experience as an Associate
  • Strong knowledge of M&A and capital raising practices
  • Advanced financial modeling and corporate finance skills
  • Exceptional interpersonal, writing, and presentation abilities
  • Demonstrated problem-solving and strategic thinking skills
  • Strong leadership and coaching abilities

Responsibilities

  • Serve as a key member of M&A and capital raising deal teams
  • Take ownership of financial modeling and valuation analysis
  • Draft and refine transaction materials such as CIMs and management presentations
  • Coordinate due diligence and manage execution workflows
  • Interact with clients, buyers, and senior team members
  • Identify when to seek client and senior team expertise
  • Participate in recruiting, training, and mentoring junior associates

Benefits

  • Comprehensive health, dental, and vision insurance
  • 401(k) with potential profit sharing
  • Paid vacation, sick leave, and holidays
  • Firm-wide closure for a week in December
Full Job Description
Position: Experienced Investment Banking Associate - Technology

Banking | Boston, MA | Full-Time

Overview

Progress Partners is seeking to hire a Boston-based Experienced Investment Banking Associate to help support its M&A and Capital Markets transactions. The ideal candidate will demonstrate the ability to multi-task in a fast-paced environment, experience with financial statements, financial modeling, and strong communication skills. Prior experience in executing M&A and Capital Markets transactions in Technology verticals is highly preferred.

Experienced Associates at Progress are given substantial responsibility and are highly productive in helping grow the business. Progress fosters a collegial and entrepreneurial environment, and teamwork is essential to the firm's success. The ideal candidate must be self-motivated, creative, proactive, outgoing, and possess a strong background in finance and accounting.

Key Responsibilities
  • Serve as a core member of deal teams on M&A and capital raising transactions
  • Take on significant ownership of financial modeling, valuation analysis, and transaction materials
  • Draft and refine critical deliverables, including CIMs, management presentations, and other materials
  • Coordinate due diligence processes and manage day-to-day execution workflows
  • Interact directly with clients, buyers, private equity sponsors, and senior internal stakeholders
  • Identifies when content and expertise is required from clients and senior members of the team
  • Participate in the recruitment, development, training, and mentoring of junior resources
  • Perform other duties and responsibilities as assigned


Qualifications
  • Bachelor's degree required
  • Prior investment banking experience required; at least 1 year as an Investment Banking Associate
  • Strong knowledge of M&A and capital raising practices
  • Advanced knowledge of financial modeling, corporate finance, and accounting
  • Outstanding interpersonal and presentation skills
  • Exceptional writing, verbal, and computer skills
  • Ability to handle multiple projects with competing priorities
  • Demonstrated problem-solving, creative, and strategic thinking skills
  • Detailed-oriented with strong analytical judgment
  • High degree of comfort and confidence interacting with senior executives
  • Strong work ethic and team-oriented approach
  • Effective leadership and coaching skills


What We Offer
  • Salary Range: $130,000 - $150,000 base + annual bonus
  • Comprehensive benefits package (heath, dental, vision, pre-tax spending accounts, life/disability insurance)
  • 401(k) with potential of profit sharing and other company contributions
  • Paid vacation, sick leave, and holidays (firm-wide closure for a week in December)


How to Apply

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