Investment Banking Analyst (Tech M&A)

Kaizen Equity Partners; Scottsdale (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Kaizen Equity Partners, a fast-growing software-focused middle market investment bank in Scottsdale, seeks an Analyst to support live M&A and capital-raising engagements. You will collaborate with bankers on deal execution, pitch development, and market research to drive growth for founders, investors, and management teams.

The role offers hands-on experience across deal execution and origination in a collaborative team, with exposure to client calls and materials preparation.

Qualifications

• Internship or full-time experience in investment banking, private equity, corporate development, consulting, accounting, finance, or a related field.
• Strong analytical skills and a solid foundation in finance, accounting, and valuation concepts.
• High attention to detail and a strong commitment to producing high-quality work.
• Ability to learn quickly, take direction, and manage multiple tasks in a deadline-driven environment.
• Clear, professional written and verbal communication skills.
• Strong work ethic, intellectual curiosity, and desire to grow within investment banking.

Responsibilities

• Support transaction execution: assist with M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
• Develop technical skills: build and maintain financial models and analyses with accuracy and consistency.
• Conduct research and diligence: perform company, industry, and market research to support live transactions and diligence materials.
• Support business development: assist with research, pitching, and marketing collateral for client origination.
• Prepare deal and pitch materials: create/confidential information memorandums and client presentations.

Skills

Financial analysis

Valuation concepts

Diligence

Model building

Education

Finance-related degree

Tools

Excel

PowerPoint

Job description

We are a fast-growing, software-focused middle market investment bank advising companies on M&A strategies and capital raises. Our team is highly collaborative, execution-driven, and committed to delivering exceptional outcomes for founders, investors, and management teams.

The Role

As an Analyst, you will play a critical role in supporting transaction execution and business development efforts. You will work closely with bankers on live M&A and capital-raising engagements while also assisting with pitch preparation and market research to support new client origination. This role is designed for high-performing early-career professionals who want hands-on exposure across both deal execution and firm growth initiatives.

What You Will Do

• Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
• Develop Technical Skills: Build and maintain financial models and analyses. Ensure accuracy, consistency, and attention to detail across all work product.
• Conduct Research and Diligence: Perform company, industry, and market research to support live transactions and strategic positioning. Help organize diligence materials, manage virtual data rooms, analyze client information, and summarize findings for senior team members.
• Support Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral.
• Prepare Deal and Pitch Materials: Create and refine pitch decks, confidential information memorandums, management presentations, and other client deliverables that are clear, well-structured, and presentation-ready.
• Collaborate with the Team: Work in a fast-paced, team-oriented environment alongside senior bankers and fellow Analysts to meet deadlines and support both execution and origination efforts.
• Gain Client Exposure: Participate in client calls, internal deal discussions, and pitch meetings to build understanding of transaction processes and client dynamics.

What We Are Looking For

• Internship or full time experience in investment banking, private equity, corporate development, consulting, accounting, finance, or a related field
• Strong analytical skills and a solid foundation in finance, accounting, and valuation concepts
• High attention to detail and a strong commitment to producing high-quality work
• Ability to learn quickly, take direction, and manage multiple tasks in a deadline-driven environment
• Clear, professional written and verbal communication skills
• Strong work ethic, intellectual curiosity, and desire to grow within investment banking