Talent.com
Investment Banking Director
Investment Banking DirectorHaylieRead Interior Design • Redwood City, CA, United States
Investment Banking Director

Investment Banking Director

HaylieRead Interior Design • Redwood City, CA, United States
30+ days ago
Job type
  • Full-time
Job description

AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley. We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strategic advisory for high growth and mature software companies in our Redwood City, CA office.

Our Directors assume significant leadership responsibility by leading sector coverage, sourcing initiatives and transaction execution. Directors partner with our senior partners to source new business, service our clients, and oversee day-to-day deal execution. Key responsibilities include the following :

  • 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.

A successful candidate will possess the following characteristics :

  • 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.
  • FINRA Series 63 and 79 registration.
  • #J-18808-Ljbffr

    Create a job alert for this search

    Director Investment • Redwood City, CA, United States

    Related jobs
    Director, Investments

    Director, Investments

    Prologis • San Francisco, CA, United States
    Full-time
    The Director, Investments plays a mission-critical role in both executing Prologis’s investment strategy and cultivating the next generation of real estate professionals. This position leads the Inv...Show more
    Last updated: 19 days ago • Promoted
    Director, Investor Relations

    Director, Investor Relations

    Visa • San Francisco, CA, United States
    Full-time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show more
    Last updated: 30+ days ago • Promoted
    Investment Banking Director

    Investment Banking Director

    AQ Technology Partners • Redwood City, CA, US
    Full-time
    Join to apply for the Investment Banking Director role at AQ Technology Partners Join to apply for the Investment Banking Director role at AQ Technology Partners Get AI-powered advice on this...Show more
    Last updated: 30+ days ago • Promoted
    Investment Director

    Investment Director

    Beacon Software • San Francisco, CA, United States
    Permanent
    Beacon Software is a permanent capital holding company that acquires and grows essential businesses.We are a profitable Series B+ firm supported by tier‑1 venture capital, crossover, and endowment ...Show more
    Last updated: 30+ days ago • Promoted
    HSBC Ventures Investment Director

    HSBC Ventures Investment Director

    HSBC • San Francisco, CA, US
    Full-time
    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US.HSBC may engage in immigration sponsorship for this position if needed.Our purpose...Show more
    Last updated: 5 hours ago • Promoted • New!
    Managing Director, Investment Banking - Industrials

    Managing Director, Investment Banking - Industrials

    Wedbush Securities • San Francisco, CA, US
    Full-time
    Job Location : New York, NY, Chicago, IL, Dallas, TX, Nashville, TN, Atlanta, GA, Charlotte, NC, San Francisco, CA, Los Angeles, CA, USA. Wedbush Securities is one of the largest securities firms an...Show more
    Last updated: 30+ days ago • Promoted
    Director of Corp Development and Investor Relations, Finance

    Director of Corp Development and Investor Relations, Finance

    Scale AI, Inc. • San Francisco, CA, United States
    Full-time
    The Corporate Development and IR team is responsible for evaluating M&A and investment opportunities, driving new capital investments and managing the company's investor base.You will also work ver...Show more
    Last updated: 30+ days ago • Promoted
    Managing Director, Private Investments (Remote)

    Managing Director, Private Investments (Remote)

    Allocate Holdings Inc. • Palo Alto, CA, United States
    Remote
    Full-time
    Managing Director, Private Investments.Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure....Show more
    Last updated: 1 day ago • Promoted
    Private Equity Partnerships Director - 10845

    Private Equity Partnerships Director - 10845

    Coupa Software, Inc. • San Francisco, CA, United States
    Full-time
    Coupa makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of d...Show more
    Last updated: 28 days ago • Promoted
    Director, Impact Investments

    Director, Impact Investments

    Social Finance • San Francisco, CA, United States
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Social Finance. San Francisco, CA; New York, NY; Boston, MA; Washing...Show more
    Last updated: 30+ days ago • Promoted
    Director of Investment Operations

    Director of Investment Operations

    Natixis Investment Managers • San Francisco, CA, United States
    Permanent
    The Director of Investment Operations will ensure the operational success of the Active Index Advisors (AIA), Natixis’ Direct Indexing business, along with the multi-discipline and affiliate produc...Show more
    Last updated: 23 days ago • Promoted
    Managing Director, Investment Banking - Building Supplies

    Managing Director, Investment Banking - Building Supplies

    Wedbush Securities • San Francisco, CA, United States
    Full-time
    Managing Director, Investment Banking - Building Supplies.Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions throug...Show more
    Last updated: 30+ days ago • Promoted
    Managing Director, BDO Capital Advisors - Investment Banking

    Managing Director, BDO Capital Advisors - Investment Banking

    BDO USA, LLP • San Francisco, CA, United States
    Full-time
    The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business deve...Show more
    Last updated: 30+ days ago • Promoted
    Investment Director - Private Equity

    Investment Director - Private Equity

    University of California Office of the President • Oakland, CA, United States
    Full-time +1
    INVESTMENT DIRECTOR, PRIVATE EQUITY.At the University of California (UC), your contributions make a difference.A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of gr...Show more
    Last updated: 30+ days ago • Promoted
    Director, Investor Relations

    Director, Investor Relations

    Arcellx • Redwood City, CA, United States
    Full-time
    Arcellx is a public, clinical-stage biotechnology company reimagining cell therapy by engineering innovative immunotherapies for patients with cancer and other incurable diseases.We believe that ce...Show more
    Last updated: 30+ days ago • Promoted
    Financing Director

    Financing Director

    Jobot • Fremont, CA, US
    Full-time
    Be among the first 25 applicants.This range is provided by Jobot.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster f...Show more
    Last updated: 5 hours ago • Promoted • New!
    Private Equity Partnerships Director

    Private Equity Partnerships Director

    Coupa Software • San Francisco, CA, United States
    Full-time
    Coupa makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of d...Show more
    Last updated: 18 days ago • Promoted
    Director Investment & Business Development

    Director Investment & Business Development

    Egis Group • San Francisco, CA, United States
    Full-time
    Director Investment & Business Development.Egis is an international player active in architecture, consulting, construction engineering and mobility services. We create and operate intelligent infra...Show more
    Last updated: 14 days ago • Promoted