Tech M&A Investment Banking Full-Time Associate, Boston

Aeris Partners

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

Qualifications

  • MBA candidate from top-tier programs or promoted Analyst to Associate with strong references
  • Demonstrated exceptional work ethic and self-starter attitude
  • Proficient in corporate finance, accounting, and financial valuation methodologies
  • Excellent verbal and written communication skills
  • Creative mindset with strong multitasking abilities
  • Strong attention to detail and ability to lead junior professionals
  • Commitment to integrity and professionalism

Responsibilities

  • Participate meaningfully in transaction development and execution
  • Lead development of critical deliverables like pitch materials and valuation models
  • Engage actively with client management teams and stakeholders during transactions
  • Develop expertise in technology sectors and communicate industry trends
  • Collaborate with senior team members to enhance advisory skills

Benefits

  • Opportunity to gain deep understanding of the technology industry
  • Involvement in various M&A processes from client development to transaction closing
  • Work closely with leading private equity and publicly-traded firms
  • Exceptional opportunity to develop strategic advisory skills
Full Job Description
Associate Job Description

We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms.

Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities.

Specific responsibilities include:

  • Participate meaningfully in all aspects of transaction development and execution
  • Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more
  • Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction
  • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends


Desired skills and experience:

  • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
  • Exceptional work ethic - self-starter, driven and hard working with a passion for excellence
  • Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
  • Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
  • Creative and entrepreneurial mindset; ability to multitask and manage time effectively
  • Unwavering commitment to conducting business with the highest degree of integrity and professionalism
  • High level of attention to detail
  • Outstanding leadership skills with an ability to manage and mentor junior professionals
  • Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment
  • Must be eligible to work permanently in the United States


$175,000 - $225,000 a year

Salary range reflects base salary not including discretionary bonus.

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