Jobs · Finance · California

Investment Banking Director

AQ Technology Partners · Redwood City, CA · 23 mo ago
FinanceFull-time

Key Responsibilities

  • Partner with senior partners to provide clients with M&A, growth equity, and strategic advisory services
  • Build and maintain relationships with client senior executives and assume role of day-to-day client contact for questions, comments, inputs and transaction related matters
  • Manage the transaction team and their development of qualitative and quantitative analyses in support of transaction execution
  • Participate in selling/pitching AQ’s services/products to clients and prospects, leveraging the understanding of key sector trends and strategic direction of our clients to win business
  • Develop and deliver presentations in support of new business development
  • Manage industry sector coverage initiatives for key software sub-segments
  • Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients
  • Act as lead “on the job” trainer for VPs, associates and analysts

Qualifications

  • Minimum of 6 years M&A experience and/or multiple years of relevant experience in Investment Banking, with strong preference for technology sector coverage and experience
  • MBA or undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts from a top tier school(s)
  • Demonstrated capability to lead, manage, and mentor teams
  • Excellent organizational, execution and time management skills
  • Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success
  • Strong communication and presentation skills in both large and small group settings
  • Exceptional critical thinking and problem solving ability
  • Proven quantitative and technical skills Strong knowledge of Excel and PowerPoint
  • U.S. work authorization
  • FINRA Series 63 and 79 registration

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