Job Description

Job Title: Investment Banking Associate – Tech-Enabled Services

Position Type: Full-Time

About the Role

We are seeking an energetic, ambitious, and experienced Investment Banking Associate to join our growing Tech-Enabled Services group. In this role, you will play a central execution lead on complex advisory transactions, including sell-side and buy-side M&A, equity and debt financings, and strategic capital raises.

Positioned between senior leadership and junior team members, you will serve as a pivotal bridge—taking ownership of financial models, driving transaction execution, leading deal materials, and directly managing client relationships.

Key Responsibilities

Transaction Execution & Valuation

• Lead day-to-day execution of M&A advisory, debt, and equity capital market transactions across the tech-enabled services, SaaS, digital transformation, and IT services sub-sectors.

• Build, review, and oversee detailed 3-statement financial models, LBOs, DCFs, merger accretion/dilution analyses, and sum-of-the-parts valuations.

• Direct and participate in due diligence processes, managing virtual data rooms (VDRs) and interfacing directly with client executive teams, PE sponsors, and legal/accounting advisers.

Deal Material & Presentation Generation

• Lead the drafting and creation of high-impact pitch books, Confidential Information Memoranda (CIMs), management presentations, and board materials.

• Translate complex financial analyses and industry data into clear, compelling qualitative narratives for buyers and investors.

Leadership, Mentorship & Team Development

• Manage, train, and mentor analysts and summer interns, providing constructive feedback and overseeing the quality and accuracy of their work product.

• Champion a supportive, collaborative team environment focused on professional development and career growth.

Client & Market Engagement

• Serve as a core point of contact for corporate executives, founders, and private equity clients.

• Conduct ongoing research on market trends, competitive positioning, and M&A opportunities in tech-enabled services.

Qualifications & Requirements

• Experience: 2–4 years of direct Investment Banking experience (as an Analyst or Associate) or 1–2 years post-MBA experience in a leading investment bank or advisory firm.

• Sector Focus: Strong analytical interest or prior deal experience in Tech-Enabled Services, TMT, Business Services, Software, or related sectors.

• Financial Modeling Mastery: Advanced proficiency in Excel and financial valuation methodologies.

• Communication & Presence: Exceptional verbal and written presentation skills with executive presence suitable for C-suite and client interaction.

• Licensing: Active FINRA Series 79 and Series 63 (or SIE) required, or ability to obtain within an agreed timeframe.

• Education: Bachelor’s degree in Finance, Economics, Business, or a related field with a strong academic track record (MBA preferred).

Why Join Us? (Culture, Mentorship & Pay)

Bulge-Bracket Level Compensation

We offer top-of-market base salary structures and performance-based discretionary annual bonuses that match bulge-bracket street standards, ensuring your contributions are rewarded generously.

• Mentorship-Driven Culture: Work in a high-touch environment where senior bankers (MDs and VPs) are actively invested in your continuous career growth, technical advancement, and long-term trajectory.

• High Deal Visibility: Unlike mega-cap deal teams where associates are siloed, our lean team structure guarantees significant deal-table access, strategic responsibilities, and direct C-suite/PE sponsor exposure on every live mandate.

• People-First Environment: We pride ourselves on cultivating a collegiate, meritocratic culture that values intellectual curiosity, teamwork, transparency, and personal well-being.

• Comprehensive Benefits: Top-tier health, dental, and vision insurance, 401(k) matching, paid time off, and continuous learning/licensing support