The Difference You Make:

As an Associate on the Technology team in Investment Banking Coverage, you will build on the foundational skills developed as an Analyst in your prior role in investment banking or related field, with increased responsibilities in project management and client interaction. Associates continue to participate in structured training while taking a more active role in deal execution and mentoring junior staff.

• Participate in advanced training programs to further develop technical expertise and leadership skills.
• Take a leadership role in the preparation of client presentations, pitch books, and financial analysis.
• Manage and review financial models, valuation analyses, and transaction documentation.
• Oversee Analysts' work and ensure accuracy in deliverables.
• Actively participate in client meetings and deal discussions.
• Contribute to transaction structuring discussions and negotiation processes.
• Support senior bankers in identifying and pursuing new business opportunities.

What You Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Bachelor's degree or equivalent from an accredited institution.

• 3+ Years Finance, Investment Banking or related field/sector experience..

• Demonstrated knowledge of corporate finance and investment banking products, with experience working on executed M&A and other advisory transactions.
• Expert knowledge of Excel and PowerPoint with advanced financial modeling skills.
• Exceptional attention to detail, analytical rigor, and the ability to manage multiple transaction processes concurrently.
• Strong communication and interpersonal skills with the ability to operate effectively in a client-facing environment
• Team player and self-starter.
• Strong technical financial modeling and valuation skills.

Certifications:

• No Certifications listed for this job.
• Candidates must hold or be willing to obtain Series 63 and 79 licenses.

It Would Be Nice For You To Have:

• Transaction exposure within Software, FinTech, Semiconductor, and AI is preferred

Work Authorization & Sponsorship:

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$175,000.00 USD

Maximum:

$225,000.00 USD

We Value Your Impact:

Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next :

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [redacted] to discuss your needs.