Investment Banking Associate - Technology M&A

Options Group; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading investment banking firm is seeking an Investment Banking Associate to join their Technology Group in New York. In this role, you will perform financial analysis, prepare high-quality presentations, and support the execution of high-profile M&A transactions. Ideal candidates will have 2-5 years of investment banking experience, strong financial modeling skills, and the ability to thrive in a fast-paced environment. This position may offer hybrid work arrangements.

Qualifications

• 2-5 years of experience in investment banking, private equity, or a related field.
• Advanced financial modeling skills required.
• Exceptional analytical, problem-solving, and communication skills necessary.

Responsibilities

• Perform detailed financial analysis and valuation modeling.
• Prepare pitch books, teasers, and presentations.
• Support end-to-end deal execution and coordination.
• Build relationships with financial sponsors and industry stakeholders.

Skills

Financial analysis

Valuation modeling

Market research

Relationship management

Analytical skills

Education

Bachelor’s degree in Finance, Economics, Business

MBA or advanced degree preferred

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

Job description

Investment Banking Associate - Technology & Software M&A

About Our Client

Our client, a distinguished elite global boutique investment banking platform headquartered in New York City, is rapidly expanding its investment banking franchise in the United States. Renowned for its innovative approach and client-centric solutions, this leading institution is seeking top talent to join its growing team. We are proud to partner with them to recruit for their Technology investment banking group.

The Opportunity

On behalf of our client, we are seeking a dynamic and skilled Investment Banking Associate to join their Technology Group in the US. In this pivotal role, you will collaborate with senior bankers to deliver strategic advisory services to clients within many sub-sectors including Data Analytics & Information Services, Tech-Enabled Services, Vertical Software, among others. The firm works on some of the most high-profile transactions in the space, mainly within mergers and acquisitions (M&A).

Key Responsibilities

• Perform detailed financial analysis, including valuation modeling (DCF, LBO, comparable company analysis), market research, and due diligence.
• Prepare high-quality pitch books, teasers, confidential information memoranda (CIMs), and client presentations.
• Support end-to-end deal execution, from origination to closing, coordinating with internal teams and external advisors.
• Build and nurture relationships with financial sponsors and key industry stakeholders.
• Work seamlessly with global teams to deliver integrated, cross-border solutions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred but not required.
• 2-5 years of experience in investment banking, private equity, or a related field, ideally with exposure to Technology.
• Advanced financial modeling skills and proficiency with Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ).
• Exceptional analytical, problem-solving, and communication skills, with the ability to excel in a fast-paced environment.
• Proven ability to manage multiple priorities and collaborate effectively in a team setting.
• Authorization to work in the US without sponsorship.

Location

New York, NY (with potential for hybrid work arrangements).