Investment Banking Vice President, Technology - San Francisco

Moelis & Co.; San Francisco (CA); On-site; USD 225,000 - 275,000; Full time

Job summary

Moelis & Co. in San Francisco seeks an experienced Vice President to join its Technology team, focusing on software, infrastructure software, and cybersecurity.

You will oversee financial analyses and transaction execution on M&A, capital raising, and strategic advisory assignments, working closely with senior bankers and client coverage teams. You will translate research into client recommendations, supervise Analysts and Associates, and help manage transaction processes and deliverables, with

Qualifications

• Five or more years of relevant work experience, including investment banking transaction experience.
• Demonstrated software-sector experience with an interest in infrastructure software and cybersecurity.
• Strong financial modeling, accounting and valuation skills.
• Experience supervising Analysts and Associates and overseeing research, financial analysis and transaction execution.
• Strong professional presence, attention to detail, initiative and problem-solving skills.

Responsibilities

• Oversee financial and valuation analyses, including leveraged buyout models, discounted cash flow, comparable company analysis, M&A accretion/dilution analysis and credit analysis.
• Develop and review financial projections, transaction scenarios, business plans and valuation conclusions to support client recommendations.
• Prepare and oversee client presentations, transaction materials and marketing materials for public and private capital raising assignments.
• Manage transaction execution workstreams, coordinating analytical output and deliverables with senior bankers and junior team members.
• Monitor technology-sector transactions, capital markets activity, company performance and industry developments to inform transaction evaluation and origination ideas.
• Supervise Analysts and Associates, directing research and analysis and reviewing work for accuracy, completeness and relevance to client objectives.
• Work directly with Executive Directors and Managing Directors across marketing, transaction evaluation and execution, adapting to evolving client and firm priorities.

Skills

Investment banking

Financial modeling

Valuation

Supervising team

Education

Undergraduate degree in finance, business, accounting, economics, mathematics, engineering or related

MBA or equivalent investment banking experience

Job description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

The Opportunity

We are seeking an experienced Vice President to join our Technology team in San Francisco. You will be a core member of transaction teams, overseeing financial analysis and transaction execution while working directly with senior bankers on client coverage and business development. This role involves M&A, capital raising and strategic advisory assignments for technology companies, with an emphasis on software, including infrastructure software and cybersecurity. You will translate sector research and financial analyses into client recommendations, supervise Analysts and Associates, and help manage transaction processes and client deliverables.

To learn more about our recent work, please visit: recent transactions .

Responsibilities

• Oversee financial and valuation analyses, including leveraged buyout models, discounted cash flow, comparable company analysis, M&A accretion/dilution analysis and credit analysis.
• Develop and review financial projections, transaction scenarios, business plans and valuation conclusions to support client recommendations.
• Prepare and oversee client presentations, transaction materials and marketing materials for public and private capital raising assignments.
• Manage transaction execution workstreams, coordinating analytical output and deliverables with senior bankers and junior team members.
• Monitor technology-sector transactions, capital markets activity, company performance and industry developments to inform transaction evaluation and origination ideas.
• Supervise Analysts and Associates, directing research and analysis and reviewing work for accuracy, completeness and relevance to client objectives.
• Work directly with Executive Directors and Managing Directors across marketing, transaction evaluation and execution, adapting to evolving client and firm priorities.

Preferred Qualifications

• Five or more years of relevant work experience, including investment banking transaction experience.
• Demonstrated software-sector experience and an interest in developing deeper expertise in infrastructure software and cybersecurity.
• Strong financial modeling, accounting and valuation skills, with the ability to apply financial and economic analysis to complex business decisions.
• Experience supervising Analysts and Associates and overseeing research, financial analysis and transaction execution.
• Strong professional presence, attention to detail, initiative and problem-solving skills, with the ability to respond effectively to changing client needs and priorities.

Education

Undergraduate degree required; a focus in finance, business, accounting, economics, mathematics, engineering or a related discipline preferred

Additional Qualifications

• MBA from a top-tier business school or equivalent investment banking experience

Expected Salary Range

$250,000 USD

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We do not accept unsolicited resumes from search firms or staffing agencies. Any resume submitted (a) without the prior written approval from the Head of Recruiting or (b) to anyone at the Firm other than the Head of Recruiting will be deemed unsolicited. The Firm will not be obligated to pay any fee, commission, or other compensation in connection with any such submission, regardless of any prior communications or agency terms. Only agencies formally engaged by the Head of Recruiting for a specific search may submit candidates for consideration. Thank you for respecting our recruiting process.