Investment Banking - Tech Vertical Software

Oliver James Group; New York (NY); On-site; USD 180,000 - 350,000; Full time

Job summary

Oliver James Group is partnering with a leading investment bank to hire at Associate and Vice President levels into its Vertical Software, Data & Analytics coverage team in New York, NY. The group advises software and data businesses with industry-specific workflows and proprietary data, spanning buy- and sell-side mandates and capital raises.

The positions require direct investment banking experience (3+ years for Associate, 7+ years for VP), strong M&A transaction experience, and a background

Qualifications

• Direct Investment Banking experience is essential: 3+ years for Associate, 7+ years for VP.
• Strong M&A execution and financial modeling skills required.
• Tech or software deal experience preferred; MBA a plus.

Responsibilities

• Execute M&A and capital raising mandates with VP-led deal teams.
• Build and review complex financial and M&A models valuing public and private firms.
• Research client positions, industry data and M&A opportunities.
• Prepare client presentations, proposals and internal memos.
• Support and lead client negotiations and documentation at VP level.
• Manage and develop junior bankers to ensure quality on live deals.
• Play an active role in business development and prospecting at VP level.

Skills

Investment Banking

M&A modeling

Financial analysis

Client negotiations

Education

Undergraduate degree in Business/Finance

MBA

Tools

Excel

Capital IQ

Job description

Associate and Vice President, Investment Banking, Vertical Software, Data & Analytics | New York, NY

Oliver James is partnering with a leading investment bank to hire at both Associate and Vice President level into its Vertical Software, Data & Analytics coverage team. The group advises software and data businesses built for specific industries, companies that combine deep domain expertise, mission-critical workflows and proprietary data, rather than general SaaS. Mandates span sell-side and buy-side M&A, majority and minority capital raises, recapitalizations, carve-outs and lending solutions, with a strong recent track record and a full pipeline of active sell-side engagements.

Sector coverage includes

• Automotive Technology
• Field Service Management and Construction Software
• Governance, Risk and Compliance
• InsurTech
• LegalTech
• Maritime and Aviation
• MarTech
• Supply Chain and Logistics

What you'll be doing

• Executing M&A and capital raising mandates, with VPs leading deal teams and taking primary responsibility for day-to-day execution
• Building and reviewing complex financial and M&A models, and valuing both public and private companies
• Researching clients' financial positions, industry and market data, and M&A opportunities
• Preparing client presentations, proposals and internal underwriting memos
• Supporting and, at VP level, leading client negotiations and documentation
• Managing and developing junior bankers to ensure accuracy and quality across live deals
• At VP level, taking an active role in business development and prospecting

What we're looking for

• Direct Investment Banking experience is essential: 3+ years for Associate, 7+ years for VP
• Real M&A transaction experience, ideally on sell-side processes
• Prior technology or software deal experience is strongly preferred
• Undergraduate degree in Business (Accounting or Finance), Mathematics or Economics; MBA a plus
• SIE, Series 79 and 63 licenses, or willingness to obtain
• Strong attention to detail and comfort working in a lean, high-performing team

Associate and Vice President, Investment Banking, Vertical Software, Data & Analytics | New York, NY

Oliver James is partnering with a leading investment bank to hire at both Associate and Vice President level into its Vertical Software, Data & Analytics coverage team. The group advises software and data businesses built for specific industries, companies that combine deep domain expertise, mission-critical workflows and proprietary data, rather than general SaaS. Mandates span sell-side and buy-side M&A, majority and minority capital raises, recapitalizations, carve-outs and lending solutions, with a strong recent track record and a full pipeline of active sell-side engagements.

Sector coverage includes

• Automotive Technology
• Field Service Management and Construction Software
• Governance, Risk and Compliance
• InsurTech
• LegalTech
• Maritime and Aviation
• MarTech
• Supply Chain and Logistics

What you'll be doing

• Executing M&A and capital raising mandates, with VPs leading deal teams and taking primary responsibility for day-to-day execution
• Building and reviewing complex financial and M&A models, and valuing both public and private companies
• Researching clients' financial positions, industry and market data, and M&A opportunities
• Preparing client presentations, proposals and internal underwriting memos
• Supporting and, at VP level, leading client negotiations and documentation
• Managing and developing junior bankers to ensure accuracy and quality across live deals
• At VP level, taking an active role in business development and prospecting

What we're looking for

• Direct Investment Banking experience is essential: 3+ years for Associate, 7+ years for VP
• Real M&A transaction experience, ideally on sell-side processes
• Prior technology or software deal experience is strongly preferred
• Undergraduate degree in Business (Accounting or Finance), Mathematics or Economics; MBA a plus
• SIE, Series 79 and 63 licenses, or willingness to obtain
• Strong attention to detail and comfort working in a lean, high-performing team

Competitive total compensation package.