Accounting, Analysis Skills, Banking Services, Communication Skills, Customer Support/Service, Data Analysis, Detail Oriented, Documentation, Due Diligence, Financial Analysis, Financial Modeling, Investment Services, Legal Support Skills, Marketing, Materials Management, Mergers and Acquisitions, Presentation/Verbal Skills, Strategic Analysis, Writing Skills
San Francisco, California
A leading elite boutique investment bank is seeking an exceptional technology M&A professional to join our high-performing team. This is an opportunity to work on marquee transactions across software, data & analytics, and tech-enabled services alongside industry-leading dealmakers in a culture that rewards excellence and merit.
Position Overview Level: Associate 2 Focus: Technology M&A Location: New York City Start Date: Flexible for qualified candidates
Responsibilities
- Support execution of complex technology M&A transactions from origination through close
- Manage deal workflow including financial modeling, due diligence, and transaction documentation
- Conduct strategic and financial analysis to support client advisory services
- Prepare marketing materials, management presentations, and Board-level presentations
- Coordinate with legal, accounting, and other transaction advisors
Required Qualifications
- 2-4 years of M&A investment banking experience with a focus on technology sectors, including software, data & analytics, and/or tech-enabled services
- Experience supporting 2+ closed technology M&A transactions
- Strong technical proficiency in financial modeling, valuation, and deal structuring
- Exceptional analytical capabilities and attention to detail
- Outstanding written and verbal communication skills
- Ability to start immediately or shortly after bonus season
What We Offer
- High-Impact Deal Flow: Work on marquee technology transactions with significant market visibility
- Client Exposure: Direct interaction with C-suite executives and Board members
- Career Acceleration: Clear and merit-based path to Associate 3 and VP promotion
- Compensation: Top-tier base salary and bonus
- Culture: Performance-driven environment that values excellence, collaboration, and professional development
Location & Work Environment
- Office: New York City
- Work Model: On-site/In-office
Visa & Immigration
- Candidates must be authorized to work in the United States without sponsorship now or in the future