Investment Banking Analyst - Technology

Progress Partners IB, Inc

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 6-12 months of experience in investment banking or similar roles, including internships
  • Bachelor's degree in finance, accounting, business, or economics with strong academic record
  • Knowledge of M&A and capital raising practices
  • Strong finance/accounting background with business valuation skills
  • Exceptional communication and presentation skills
  • Ability to work in teams and independently with a proactive attitude
  • Excellent analytical, creative, strategic thinking, and organizational skills
  • Advanced proficiency in Microsoft Office, especially Excel and PowerPoint

Responsibilities

  • Prepare proposals, client pitches, and transaction documents
  • Conduct comprehensive industry research to build expert knowledge
  • Develop marketing materials and complex financial analyses
  • Monitor project campaigns and coordinate internal meetings
  • Engage in due diligence, managing data rooms and stakeholder communications
  • Build and maintain trust and respect with clients
  • Recruit, mentor, and oversee interns
  • Complete additional assigned duties as necessary

Benefits

  • Comprehensive health, dental, and vision insurance
  • 401(k) plan with profit sharing and other contributions
  • Paid vacation and sick leave with firm-wide closure in December
  • Life and disability insurance coverage
Full Job Description
Position: Investment Banking Analyst - Technology

Banking | Boston, MA | Full-Time

Job Overview

Progress Partners is seeking to hire a Boston-based Investment Banking Analyst 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 transactions in Technology verticals is highly preferred.

Analysts at Progress are given meaningful hands-on experience and deal responsibility. 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
  • Prepare and assist in the preparation of proposals, client presentations, and transaction materials.
  • Conduct company and industry research and develop expert industry knowledge.
  • Develop marketing materials, complex financial analyses and models, and ensure data integrity and accuracy of all deliverables.
  • Monitor campaigns, coordinate meetings, and prepare and actively participate in weekly updates.
  • Engage in due diligence processes, including data room management and coordination between all stakeholders (internal and external).
  • Establish and maintain the respect and trust of clients.
  • Recruit, supervise, and develop interns.
  • Perform other duties and responsibilities as assigned.


Qualifications
  • 6-12 months of experience in investment banking, transaction advisory, corporate development, or other similar experience (including co-ops and internships).
  • Bachelor's degree with a strong academic record required; finance/accounting, business, economics majors preferred.
  • Knowledge of M&A and capital raising practices is essential.
  • Solid finance/accounting knowledge; ability to analyze and value businesses.
  • Exceptional interpersonal and presentation skills.
  • Team player mentality combined with the ability to work independently.
  • Excellent analytical, creative, and strategic thinking skills.
  • Strict attention to detail and advanced note taking abilities.
  • Strong organizational skills with the ability to multi-task and prioritize deliverables.
  • Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint.
  • Prior experience with accounting, financial or market data, databases, or analysis tools.


What We Offer
  • Competitive salary commensurate with experience
  • 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

Interested candidates should apply with a resume and a cover letter to [redacted] or through our website.

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