Investment Banking Analyst-VP | NY, Chicago, Boston

Associate - Software & Technology Investment Banking

Location: New York | Chicago | Boston (Office-based)

Compensation: $175,000 - $225,000 USD + benefits

The Firm

A highly regarded, independently owned investment bank with deep sector specialisation in software and technology M&A. The team advises middle-market companies and their shareholders on complex strategic transactions, working across both buy-side and sell-side mandates. With a strong track record and a lean, senior-heavy structure, Associates here get meaningfully more deal exposure and client access than in a comparable role at a larger institution.

The Role

We are working exclusively with this firm to place an experienced Associate into their software and technology team. You will operate as a primary processor of transactions and proposals, partnering directly with senior bankers and client executives from origination through to close.

What You'll Be Doing:

• Support senior bankers across all phases of transaction execution and client management
• Build and own financial models and analysis across a range of methodologies
• Conduct in-depth industry research and business due diligence
• Develop high-quality client-facing materials - offering memoranda, pitch books, presentations, and transaction marketing documents
• Participate actively in business development and marketing efforts

Who We're Looking For

• 4+ years of full-time M&A investment banking experience, or a combination of relevant experience and education
• Bachelor's degree in Business, Finance, Accounting, or a related discipline
• Sell-side M&A experience preferred
• Strong command of accounting and financial modelling
• Proven track record across full transaction execution cycles
• Exceptional written and verbal communication skills
• Strong work ethic, organisational skills, and ability to manage multiple workstreams under deadline pressure
• Must be authorised to work for any employer in the US