Investment Banking Associate - Software

Societe Generale; New York (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Medical benefits

Commuter benefits

Student loans

Job summary

Societe Generale Americas’ Technology Investment Banking team seeks a results-driven professional to focus on the software sector, driving equity origination, M&A, and Leveraged Finance debt origination.

You will collaborate with ECM, DCM and M&A, prepare client presentations and pitches, perform financial modeling and KPI analysis, and help execute transactions while building cross-border relationships with Europe and Asia.

Qualifications

• At least 3 years of prior relevant experience.
• Bachelor's degree or higher in business, finance or accounting.
• Proficient in financial analysis (DCF, LBO, comps) and financial modeling.

Responsibilities

• Work with ECM, DCM & M&A to organize content for the Software sector, including comps and activity.
• Prepare client pitches, marketing materials and relevant pitches for new business.
• Conduct financial modeling and valuation analyses, including KPI analyses for software.
• Support transaction execution and due diligence.
• Build cross-border relationships with colleagues in Europe and Asia.

Skills

Financial analysis

Team collaboration

Presentation skills

Excel proficiency

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Bloomberg

CapIQ

FactSet

Excel

Job description

Responsibilities

Technology Investment banking is a core business line of GLBA, and is responsible for the origination and execution of all investment banking transactions by Societe Generale Americas. The emphasis will be the broader software sector within Technology Investment Banking. This will include equity origination [IPO’s Follow-Ons], M&A and Leveraged Finance debt origination. The group is fully integrated into the broader bank and will work closely with our product group and on a cross border basis with groups in Europe and Asia.

Reference 26000DQZ

Responsibilities

Technology Investment banking is a core business line of GLBA, and is responsible for the origination and execution of all investment banking transactions by Societe Generale Americas. The emphasis will be the broader software sector within Technology Investment Banking. This will include equity origination [IPO’s Follow-Ons], M&A and Leveraged Finance debt origination. The group is fully integrated into the broader bank and will work closely with our product group and on a cross border basis with groups in Europe and Asia.

• Work closely with ECM, DCM & M&A to organize our content and focus on the Software sector, including peers comps, trading activity and transaction comps
• Keep abreast of market developments, capital markets activity, M&A announcements and investor sentiment around software.
• Point person on the coverage team responsible for organizing and putting together client presentations, marketing materials and relevant pitches for new business
• Conduct and model a broad range of corporate financing alternatives and due diligence for client transactions
• Financial modeling and valuation analyses as well as software specific analysis such as relevant KPI analysis
• Develop and participate in client pitches to advise on investment banking transactions
• Work on/play a key role transaction execution
• Build strong relationships with colleagues in Europe and Asia, and among the U.S. banking teams

Required

Profile required

Technical Skills

• Proficient in financial analysis such as DCF, DEV, LBO, comparable companies, etc
• Expertise in all necessary software programs (Excel, Powerpoint, Word)
• Experience in working with MDS platforms, e.g. Bloomberg data, CapIQ, Factset

Competencies

• Strong oral and written presentation skills
• Ability to work in a team structure as well as independently with initiative
• Capacity to understand complex financial structures, strategy, and competitive positioning
• Ability to excel in a fast-paced, pressure orientated environment and deliver under tight deadlines
• Solid understanding of software metrics, companies, and investors

Experience Needed

• At least 3 years of prior relevant experience

Educational Requirements

• Bachelors Degree or higher level from a competitive program with a preference for degrees in business, finance and/or accounting

Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

DIVERSITY, INCLUSION & BELONGING ("DIB")

Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/

COMPENSATION

Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.