Investment Banking Associate, Technology

Jefferies; New York (NY); On-site; USD 150,000 - 225,000; Full time

Job summary

Jefferies is seeking a skilled Associate for their Global Technology Group in New York. This role includes significant responsibilities in executing advisory transactions and providing capital market services to clients. Candidates are expected to have an MBA or extensive investment banking experience, demonstrating strong analytical and communication skills. This position offers the opportunity to interact with senior management and contribute to meaningful projects in the tech sector.

Qualifications

• MBA or undergraduate degree with 3+ years of investment banking experience.
• Strong valuation skills with significant experience.
• Ability to manage multiple transactions and projects.

Responsibilities

• Prepare and participate in client presentations.
• Compile financial analyses such as valuation and M&A scenarios.
• Mentor analysts in the Technology Group.

Skills

Technical skills

Written communication skills

Verbal communication skills

Valuation skills

Project management

Education

MBA or undergraduate degree

Job description

GROUP DESCRIPTION:

The Jefferies Technology Group provides a full suite of advisory and capital markets capabilities to clients across a few sectors, including software, internet, communications technology, semiconductors, etc. The Global Technology Group consists of a team of over 100 professionals focused on providing services to clients in these industries in North America, Europe and Asia.

POSITION:

The Global Technology team is actively looking for an experienced Associate for our New York office to help support the technology coverage efforts there. This position will support senior bankers across all sectors and will work on a variety of transactions including M&A, leveraged finance, public equities and other advisory services.

PRIMARY RESPONSIBILITIES:

As an Associate in the Technology Group, you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for a broad group of public and private clients. These responsibilities will include the following:

• Preparing and participating in the delivery of client presentations
• Compiling a variety of financial analyses such as valuation, M&A scenarios, and three statement operational models
• Analyzing business plans and participating in due diligence sessions
• Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s
• Participating actively in drafting sessions
• Mentoring analysts in the Technology Group

These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Global Technology Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships.

REQUIRED BACKGROUND:

• Either (i) an MBA and investment banking experience; or (ii) an undergraduate degree and 3+ years of investment banking experience
• Strong technical, written and verbal communication skills
• Strong valuation skills and significant valuation experience
• Live in NYC or willing to relocate
• Familiarity with investment banking transaction processes
• Ability to manage a variety of transactions and projects simultaneously
• Resourceful self-starter, able to work autonomously and as team player
• Helpful but not required: A background in technology, such as technology banking or consulting, or an undergraduate degree and/or work experience in a technology/engineering field

The salary range for this role is $150,000 - $225,000.

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