Investment Banking Associate 1 / 2 Technology M&A (Elite Boutique)

Overview

Our client, a Boston-based elite boutique investment bank providing strategic M&A advisory services to software and Software-as-a-Service (SaaS) companies, private equity investors and venture capital firms, is looking to add an Associate 2 to their team. This role will sit in Boston. No visas, recent grads or bankers without Tech M&A experience.

Responsibilities

• Lead day-to-day project management and execution on a broad range of advisory and financing transactions, including developing and overseeing detailed financial and accounting analyses
• Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials in order to identify potential client solutions and new market opportunities
• Conduct and review product / service, economic, company and industry research and analysis
• Analyze and supervise the analysis of current and past accounting and financial records in order to advise clients through financial projections preparation; prepare, review and participate in client presentations
• Integrate strategic ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
• Conduct due diligence investigations of companies to ascertain the soundness of their current and forecasted financial situation
• Underwrite transaction evaluation, preparation, due diligence and execution of transactions; and lead the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation
• Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze M&A and financing opportunities
• Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers
• Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
• Manage and develop junior staff

Preferred Qualifications

The salary range for this role is $175,000 - $200,000.

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