Associate Tech Enabled Services

The Harrison Rush Group; New York (NY); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) matching

Paid time off

Licensing support

Job summary

The Harrison Rush Group is seeking an Investment Banking Associate for its Tech-Enabled Services practice in New York. You will lead execution on complex advisory transactions, including sell-side and buy-side M&A, and provide strategic financial support across capital raises and financings.

You will own financial models, manage deal materials, and directly interact with client executives and PE sponsors, guiding teams and ensuring high-quality deliverables.

Qualifications

• 2–4 years of direct Investment Banking experience (Analyst or Associate) or 1–2 years post-MBA experience.
• Strong analytical focus in Tech-Enabled Services, TMT, Business Services, Software, or related sectors.
• Advanced proficiency with Excel and financial valuation methodologies.
• Excellent verbal and written presentation skills with executive presence for interaction with C-suite and clients.

Responsibilities

• Lead day-to-day execution of M&A advisory, debt, and equity capital market transactions in tech-enabled services, SaaS, and related sub-sectors.
• Build, review, and oversee 3-statement models, LBOs, DCFs, and sum-of-parts analyses.
• Draft and produce high-impact pitch books, CIMs, management presentations, and board materials.
• Mentor analysts and interns, ensuring quality and accuracy of their work.
• Engage with corporate executives and PE sponsors, managing client relationships and market research.

Skills

Financial modeling

Communication

Executive presence

Deal experience

Education

Bachelor’s degree in Finance, Economics, or Business

MBA preferred

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