Investment Banking Associate Tech M&A (global middle market)

Prospect Rock Partners; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

Prospect Rock Partners, a global advisory firm, seeks an Associate to join its Technology Investment Banking team in New York. This role offers significant client interaction, leadership of transaction workstreams, and exposure to a dynamic middle-market tech platform across software, fintech, cybersecurity, and digital infrastructure.

You will lead M&A execution, manage due diligence and valuation, and prepare client presentations while mentoring Analysts and contributing to the growth of the

Qualifications

• 3-4 years of investment banking experience with substantial M&A execution.
• Experience in Technology/TMT/Software/FinTech investment banking preferred.
• Able to independently manage multiple transaction workstreams.
• Strong financial modeling, valuation, and analytical skills.
• Understanding of software and recurring revenue business models.
• Excellent communication, presentation, and client management skills.
• Proven leadership experience mentoring junior bankers.
• Bachelor's degree required.

Responsibilities

• Lead the execution of M&A transactions including sell-side, buy-side, recapitalization, and strategic advisory assignments.
• Manage all aspects of transaction processes, including due diligence, buyer outreach, process coordination, valuation analysis, and negotiation support.
• Oversee the preparation of client presentations, marketing materials, financial models, valuation analyses, and board materials.
• Serve as a primary day-to-day contact for clients, private equity investors, legal counsel, and other transaction stakeholders.
• Develop and maintain relationships with private equity firms, strategic acquirers, and technology executives.
• Mentor, train, and manage Analysts, ensuring high-quality execution and professional development.
• Contribute to the continued growth of the Technology practice through sector expertise, market intelligence, and thought leadership.

Skills

M&A execution

Financial modeling

Valuation

Client management

Leadership

Communication

Project management

Education

Bachelor's degree

Job description

Our Client, a global advisory firm, is seeking an Associate to join its Technology Investment Banking team in New York.

The role offers significant client interaction, transaction leadership, and exposure to a highly active middle-market technology platform with a strong presence across software, fintech, tech-enabled services, cybersecurity, and digital infrastructure.

Key Responsibilities

• Lead the execution of M&A transactions, including sell-side, buy-side, recapitalization, and strategic advisory assignments.
• Manage all aspects of transaction processes, including due diligence, buyer outreach, process coordination, valuation analysis, and negotiation support.
• Oversee the preparation of client presentations, marketing materials, financial models, valuation analyses, and board materials.
• Serve as a primary day-to-day contact for clients, private equity investors, legal counsel, and other transaction stakeholders.
• Develop and maintain relationships with private equity firms, strategic acquirers, and technology executives.
• Mentor, train, and manage Analysts, ensuring high-quality execution and professional development.
• Contribute to the continued growth of the Technology practice through sector expertise, market intelligence, and thought leadership.

Preferred Sector Experience

• Software / SaaS
• FinTech
• Tech-Enabled Services
• Cybersecurity
• Data & Analytics
• Digital Infrastructure
• IT Services
• Internet & Digital Commerce
• Artificial Intelligence & Emerging Technologies

Qualifications

• 3-4 years of investment banking experience, including substantial M&A transaction execution experience.
• Prior experience within a Technology, TMT, Software, FinTech, or Tech-Enabled Services investment banking practice preferred.
• Demonstrated ability to independently manage multiple transaction workstreams simultaneously.
• Advanced financial modeling, valuation, and analytical capabilities.
• Strong understanding of software and recurring revenue business models.
• Excellent communication, presentation, and client management skills.
• Proven leadership experience managing and developing junior bankers.
• Bachelor's degree required.

What the Team Offers

• Opportunity to work alongside a nationally recognized Technology Investment Banking platform.
• Significant responsibility and direct exposure to senior clients and sponsors.
• Collaborative, entrepreneurial culture with a lean team structure.
• Consistent deal flow across sponsor-backed and founder-owned technology companies.
• Clear path towards VP and senior leadership advancement for top performers.