Investment Banking Associate - Technology

Investment Banking Associate – Technology

Our client is seeking an Associate to join their Technology team. This is a unique opportunity to join one of the most active middle-market practices in the country and play a key role in the firms continued growth and success. The Associate will be responsible for day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models.

Responsibilities include:

• Partnering with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
• Drafting information memorandums and management presentations
• Associates are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure
• Managing due diligence efforts working directly with management teams and investor groups
• Extensive company and industry analyses (trends, M&A, etc.)
• Day-to-day execution of client engagements
• Partnering with senior bankers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies
• Managing the creation of and review/refinement of financial models and related analysis
• Management of analyst resources
• Coordinating and attending investor road shows for private placement clients

The ideal candidate will have the following skills and experience:

• Experience managing, coaching and developing investment banking Analysts
• 5-7 years of middle market investment banking experience
• Self-motivated, proactive work habits
• FINRA Series 79 and 63
• Team player
• Outstanding written and verbal communication skills
• BA/ BS degree from a top tier university with demonstrated academic excellence.
• Strong financial modeling, finance and accounting skills
• Outstanding quantitative and technical skills
• Mergers & acquisition and capital raises experience for privately-held clients
• Strong client management/client service skills
• Open to candidates in Los Angeles, Austin, Seattle, or candidates open to relocation to those areas.
• Critical/strategic thinking and market orientation
• Exposure to tech and/or tech-enabled sectors

This is a hybrid role. The base salary range for this job is $125,000 - $150,000.