Associate, Investment Banking - Software
Job Description
We are currently seeking Associates to join our Enterprise Software Investment Banking practice in New York and San Francisco.
The day-to-day responsibilities of an Associate include:
- financial analysis and modeling
- managing a team
- preparing client presentations
- interacting with senior bankers and clients
Depth & Scope
Works within a deal team under the overall direction of a senior team member
Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities
Values private and public companies
Performs complex financial and M&A modeling
Prepares external client proposals and internal underwriting memos
Prepares client presentations based upon the above
Aids in client negotiations and documentation
Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities
Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required
Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility
Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions
Develops and maintains contacts with market participants
Works closely with/oversees junior colleagues to ensure accuracy
Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
Maintains confidentiality of client information
Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential
Education & Experience
Bachelors’ degree from a leading university
2+ years working in investment banking, investing, corporate development or related roles (prior Software Technology coverage preferred, but not required)
Series 79 and 63 licenses must be obtained within four months of hire date