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 and 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