Experienced Investment Banking Associate - Technology

Progress Partners IB Inc; Boston (MA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Salary range

Comprehensive benefits

401(k) with profit sharing

Paid vacation

Job summary

Progress Partners in Boston is seeking an Experienced Investment Banking Associate to support its Technology-focused M&A and Capital Markets transactions. The ideal candidate will manage financial modeling, valuation analyses, and preparation of CIMs and client presentations while coordinating due diligence.

The role requires a Bachelor's degree, at least one year of IB experience, and strong communication, writing, and senior stakeholder interaction skills.

Qualifications

• Bachelor’s degree required.
• At least 1 year as an Investment Banking Associate.
• Strong knowledge of M&A and capital raising practices.
• Advanced financial modeling, corporate finance, and accounting.
• Outstanding interpersonal and presentation skills.
• Excellent writing, verbal, and computer skills.
• Ability to manage multiple projects with competing priorities.
• Leadership and mentoring capabilities.

Responsibilities

• Serve as a core member of deal teams on M&A and capital raising transactions.
• Own financial modeling, valuation analyses, and transaction materials.
• Draft CIMs, management presentations, and other materials.
• Coordinate due diligence processes and day-to-day execution.
• Interact directly with clients, buyers, sponsors, and senior stakeholders.
• Mentor junior resources and contribute to recruitment and training.
• Perform other duties as assigned.

Skills

Financial modeling

M&A knowledge

Corporate finance

Accounting

Presentation skills

Interpersonal skills

Leadership

Communication

Detail-oriented

Client interaction

Education

Bachelor's degree

Job description

Position: Experienced Investment Banking Associate – Technology

Banking | Boston, MA | Full-Time

About the Firm

Progress Partners is a financial services firm whose mission is to build value for the digital future. We aim to attract and work with innovative companies, entrepreneurial leaders, and visionaries who are positively disrupting and transforming the industries we serve. As leaders of change for over twenty years, we strive to architect transformative deals that reshape companies and ultimately the market in which they operate.

Overview

Progress Partners is seeking to hire a Boston-based Experienced Investment Banking Associate to help support its M&A and Capital Markets transactions. The ideal candidate will demonstrate the ability to multi-task in a fast-paced environment, experience with financial statements, financial modeling, and strong communication skills. Prior experience in executing M&A and Capital Markets transactions in Technology verticals is highly preferred.

Experienced Associates at Progress are given substantial responsibility and are highly productive in helping grow the business. Progress fosters a collegial and entrepreneurial environment, and teamwork is essential to the firm’s success. The ideal candidate must be self-motivated, creative, proactive, outgoing, and possess a strong background in finance and accounting.

Key Responsibilities

• Serve as a core member of deal teams on M&A and capital raising transactions
• Take on significant ownership of financial modeling, valuation analysis, and transaction materials
• Draft and refine critical deliverables, including CIMs, management presentations, and other materials
• Coordinate due diligence processes and manage day-to-day execution workflows
• Interact directly with clients, buyers, private equity sponsors, and senior internal stakeholders
• Identifies when content and expertise is required from clients and senior members of the team
• Participate in the recruitment, development, training, and mentoring of junior resources
• Perform other duties and responsibilities as assigned

Qualifications

• Bachelor’s degree required
• Prior investment banking experience required; at least 1 year as an Investment Banking Associate
• Strong knowledge of M&A and capital raising practices
• Advanced knowledge of financial modeling, corporate finance, and accounting
• Outstanding interpersonal and presentation skills
• Exceptional writing, verbal, and computer skills
• Ability to handle multiple projects with competing priorities
• Demonstrated problem-solving, creative, and strategic thinking skills
• Detailed-oriented with strong analytical judgment
• High degree of comfort and confidence interacting with senior executives
• Strong work ethic and team-oriented approach
• Effective leadership and coaching skills

What We Offer

• Salary Range: $130,000 - $150,000 base + annual bonus
• Comprehensive benefits package (heath, dental, vision, pre-tax spending accounts, life/disability insurance)
• 401(k) with potential of profit sharing and other company contributions
• Paid vacation, sick leave, and holidays (firm-wide closure for a week in December)