Investment Banking Associate - TMT

Jefferies; Dallas (TX); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Discretionary incentive

Comprehensive benefits

Paid time off

401(k) plan

Job summary

Jefferies is seeking an Investment Banking Associate to join its Technology, Media & Telecommunications (TMT) team in Dallas. The role focuses on executing M&A transactions, capital raising, and strategic advisory for TMT clients, with exposure to senior bankers and clients.

The ideal candidate will have 3–6 years of investment banking experience, strong modeling and valuation skills, and proficiency in Excel, PowerPoint, and major financial databases.

Qualifications

• Bachelor's degree in finance, Accounting, Economics, Business, Engineering, or related field.
• MBA, CPA, CFA, or equivalent credential preferred but not required.
• 3–6 years of investment banking, corporate finance, valuation, transaction advisory, or related experience.
• Strong understanding of TMT industry trends and business models.
• Advanced financial modeling and valuation skills.
• Proficiency in Excel, PowerPoint, and financial databases such as Capital IQ, FactSet, Bloomberg, or PitchBook.
• Excellent analytical, communication, and presentation skills.
• Strong attention to detail and ability to manage multiple projects simultaneously.

Responsibilities

• Support the execution of mergers and acquisitions, equity offerings, debt financing, and other strategic transactions.
• Build and maintain complex financial models, including DCF valuations, comparables, precedent transactions, LBO, and merger models.
• Conduct industry, market, and company research within the TMT sector.
• Prepare client presentations, pitch books, CIMs, and management presentations.
• Coordinate due diligence processes and manage transaction timelines.
• Interface with clients, attorneys, accountants, and other stakeholders.
• Review and analyze financial statements, operating metrics, and business plans.
• Assist in training and mentoring Analysts.

Skills

Financial modeling

M&A execution

PowerPoint

Excel

Communication

Project management

Team leadership

Client relationship management

Education

Bachelor's degree in finance/related field

MBA/CPA/CFA preferred

Tools

Capital IQ

FactSet

Bloomberg

PitchBook

Job description

Job Description

Investment Banking Associate – Technology, Media & Telecommunications (TMT)

Location: Dallas

Position Summary

We are seeking a highly motivated Investment Banking Associate to join our Technology, Media & Telecommunications (TMT) team. The Associate will play a key role in executing M&A transactions, capital raising activities, and strategic advisory assignments for clients across the TMT sector. This position offers significant exposure to senior bankers, corporate executives, private equity firms, and institutional investors.

Key Responsibilities

• Support the execution of mergers and acquisitions, equity offerings, debt financing, and other strategic transactions.
• Build and maintain complex financial models, including:
  • DCF valuations
  • Comparable company analyses
  • Precedent transaction analyses
  • LBO models
  • Merger models
• Conduct industry, market, and company-specific research within the TMT sector.
• Prepare client presentations, pitch books, confidential information memoranda (CIMs), and management presentations.
• Coordinate due diligence processes and manage transaction timelines.
• Interface with clients, attorneys, accountants, and other transaction stakeholders.
• Review and analyze financial statements, operating metrics, and business plans.
• Assist in training and mentoring Analysts.

Qualifications

• Bachelor's degree in finance, Accounting, Economics, Business, Engineering, or related field.
• MBA, CPA, CFA, or equivalent credential preferred but not required.
• 3–6 years of investment banking, corporate finance, valuation, transaction advisory, or related experience.
• Strong understanding of TMT industry trends and business models.
• Advanced financial modeling and valuation skills.
• Proficiency in Excel, PowerPoint, and financial databases such as Capital IQ, FactSet, Bloomberg, or PitchBook.
• Excellent analytical, communication, and presentation skills.
• Strong attention to detail and ability to manage multiple projects simultaneously.

Preferred Experience

• Prior experience executing sell-side and buy-side M&A transactions.
• Exposure to software, fintech, telecommunications, digital infrastructure, internet, media, semiconductor, or technology-enabled services sectors.
• Experience working with private equity sponsors and growth-stage companies.

Key Competencies

• Financial analysis and modeling
• Deal execution
• Client relationship management
• Strategic thinking
• Project management
• Team leadership and mentorship

This role is ideal for candidates seeking to deepen their transaction execution experience and build expertise within the rapidly evolving TMT sector while working in a collaborative, fast-paced investment banking environment.

Dallas, TX | Full-Time Salary Range of $150,000 - $200,000

About Us

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.