Vice President Investment Banking - Software

Overview

Research Consultant - Investment Banking and Private Equity : Our client, a highly regarded middle-market investment bank, is growing its Technology practice and seeking a Vice President to join the San Francisco team. This group is at the forefront of advising software, digital infrastructure, and broader technology companies on transformative transactions. The VP will play a central role in transaction execution, client coverage, and mentoring junior bankers, while working closely with senior leadership on new business initiatives. This role is ideal for a proven investment banker who thrives in a fast-moving, entrepreneurial environment and wants to take on greater leadership responsibility within a high-performing platform.

What You’ll Do

• Deal Execution – Lead the day-to-day management of M&A and capital raising processes across the technology sector.
• Client Engagement – Partner with Managing Directors to develop and maintain strong relationships with corporate executives, founders, and private equity sponsors.
• Strategic Analysis – Drive valuation work, build and review complex financial models, and oversee due diligence efforts.
• Presentation & Marketing – Craft compelling materials including pitch decks, offering memoranda, and board-level presentations.
• Team Leadership – Guide Associates and Analysts in their professional development, ensuring high-quality work and strong collaboration.
• Market Insight – Stay on top of sector trends, emerging technologies, and competitive dynamics to provide thought leadership to clients.

What We’re Looking For

Seniority level

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