Investment Banking Associate – Technology

Piper Sandler & Co.; Charlotte (NC); On-site; USD 175,000 - 200,000; Full time

Job summary

Piper Sandler & Co. is seeking an experienced Investment Banking Associate for their Technology team in Charlotte, NC. This role involves M&A, debt and equity transactions, focusing on valuation, client relationship management, and execution of transactions. The ideal candidate has 1-2 years of relevant experience and a degree in finance or business.

Responsibilities include preparing valuations, conducting M&A analysis, and serving as the primary contact for clients. A competitive salary range of $175,000 - $200,000 is offered, dependent on experience.

Qualifications

• 1–2 years of Investment Banking experience or equivalent work experience.
• Prior experience in financial analysis or transaction execution.
• Ability to develop rapport with clients.

Responsibilities

• Prepare valuations and write memorandums for company sale assignments.
• Conduct M&A analysis and assist in due diligence sessions.
• Structure and execute transactions while managing key client relationships.

Skills

Investment Banking experience

Communication skills

Analytical skills

Financial modeling skills

Team player

Education

Degree in finance, business, management or related field

Job description

Job Overview

We are looking for an experienced Investment Banking Associate to join our Technology team in Charlotte, NC. The role focuses on M&A, debt, equity and equity‑linked transactions, including valuations, memorandums, analyses, due diligence, drafting, structuring and executing transactions, and client relationship management.

Responsibilities

• Prepare valuations and write memorandums for company sale assignments and private placements.
• Conduct M&A analysis and participate in due diligence and drafting sessions for public offerings.
• Structure and execute transactions and serve as backup for relationships with key clients.
• Act as the primary contact for selected clients and begin to assume new business responsibilities.

Qualifications

• 1–2 years of Investment Banking experience at the associate level or equivalent work experience.
• Prior work experience involving financial analysis or transaction execution.
• Excellent written and verbal communication skills, including the ability to develop rapport with existing and potential clients.
• Strong analytical and financial modeling skills.
• Highly motivated team player with the ability to learn in a fast‑paced, challenging environment.
• Degree in finance, business, management or related field.

Compensation

The anticipated starting salary range is $175,000 - $200,000 per year, dependent on experience, location and other factors. The position is eligible for annual incentive compensation and the total compensation will be competitive with the market.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran, or status with regard to public assistance.