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