Business Development Analyst: Investment Banking (M&A)
About Us
Kaizen Equity Partners is a premier M&A investment bank focusing exclusively on the TMT sector. We close over $1B in transactions annually with a 90%+ success rate. Join our rapidly growing team of high-caliber professionals who excel in both relationship-building and analytical assessments.
The Role
As a Business Development Analyst, you will support our business development team across the full origination process, from first outreach to signed mandate. This is an entry-level role for someone who wants hands-on exposure to how sell-side deals are sourced, qualified, and won.
Outreach Support: Help build and run outreach campaigns targeting founders and executives of SaaS and TMT companies, including target list building, prospect research, and email sequencing.
Client Engagement Support: Prepare for discovery calls by researching prospects and compiling SaaS metrics and financial information. Join calls with founders and C-level executives alongside senior team members, and summarize key takeaways and next steps.
Pipeline Management: Maintain CRM records, track lead status, and coordinate follow-ups so high-potential leads move toward conversion.
Market Research: Research technology trends, market dynamics, comparable transactions, and active buyers to inform outreach strategy and pitch positioning.
Deal and Pitch Materials: Assist in building presentations, proposals, and company profiles under the guidance of Associates and senior bankers.
Collaboration & Learning: Work closely with the business development and execution teams, and learn sourcing and relationship management best practices directly from experienced dealmakers.
What We Are Looking For
Education & Experience: Bachelor's degree in finance, business, economics, or a related field. Recent graduates are welcome. Internship experience in investment banking, private equity, venture capital, consulting, or sales is a plus.
Analytical Skills: Solid understanding of financial statements and a strong interest in learning SaaS metrics (ARR, MRR, churn, etc.) and M&A deal structures. Proficiency in Excel and PowerPoint.
Interpersonal & Communication: Strong written and verbal communication skills, a professional presence, and comfort engaging with senior executives and founders.
Organizational Skills: Detail-oriented and highly organized, with the ability to manage multiple priorities at once. Self-driven, coachable, and eager to grow in a fast-paced, entrepreneurial setting.
What We Offer
Competitive Compensation & Upside: Competitive base salary with a performance-based bonus.
Professional Development: Hands-on mentorship and a clear path to Associate for consistent high performers.
Dynamic Culture: A vibrant, entrepreneurial team environment, plus firm-sponsored retreats and social events.
Location & Flexibility: Collaborate on-site in Old Town Scottsdale for most of the year, with remote summers.
Numbers & Facts
Location
Scottsdale, Arizona
Skills
Analysis Skillsunmatched
Banking Servicesunmatched
Best Practicesunmatched
Business Developmentunmatched
C-Level Managementunmatched
Campaignsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationship Management (CRM)unmatched
Detail Orientedunmatched
Economicsunmatched
Entrepreneurshipunmatched
Financeunmatched
Financial Metricsunmatched
Financial Statementsunmatched
Interpersonal Skillsunmatched
Investment Servicesunmatched
Market Researchunmatched
Market Trend Analysisunmatched
Mentoringunmatched
Mergers and Acquisitionsunmatched
Metricsunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Private Bankingunmatched
Record Keepingunmatched
Relationship Managementunmatched
Salesunmatched
Sales Managementunmatched
Sales Pipelineunmatched
Software as a Service (SaaS)unmatched
Technical Researchunmatched
Venture Capitalunmatched
Writing Skillsunmatched
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