Senior Associate/Vice President (M&A) - Technology

Oaklands Global Financial Services Recruitment; Charlotte (NC); On-site; USD 150,000 - 230,000; Full time

Job summary

Oaklands Global Financial Services Recruitment's client, a leading independent global investment bank, seeks a Senior Associate or Vice President to join its Technology-Enabled and Business Services team in Charlotte or New York. You will lead sell-side, buy-side, and strategic advisory transactions and manage client relationships end-to-end.

The ideal candidate has 4–8+ years of M&A execution, strong financial modeling and valuation skills, and the ability to manage multiple live transactions

Qualifications

• 4–8+ years of investment banking experience with strong M&A execution background.
• Strong financial modelling, valuation, and analytical skills.
• Excellent communication and client presentation abilities.

Responsibilities

• Lead execution of sell-side, buy-side, and strategic advisory transactions.
• Build and review complex financial models and valuation analyses.
• Prepare client presentations, pitch books, information memoranda, and management presentations.
• Manage due diligence processes and coordinate with clients, buyers, investors, and advisers.
• Develop and maintain strong client relationships throughout the transaction lifecycle.
• Mentor and oversee Analysts and Associates, ensuring high-quality work.

Skills

M&A execution

Financial modeling

Valuation

Client relationship mgmt

Leadership/mentoring

Communication/presentation

Education

Bachelor's degree in Finance/Economics/Accounting

Job description

My client is a leading independent global investment bank with a strong middle-market franchise, advising entrepreneurs, private equity investors, and public companies on mergers and acquisitions and strategic transactions. Their Charlotte and NYC -based Technology-Enabled and Business Services team has a strong track record of advising high-growth businesses on complex domestic and cross-border M&A transactions.

Due to continued growth and a strong pipeline of live transactions, my client is seeking a Senior Associate or Vice President to join its Technology-Enabled and Business Services team in either location. This is an excellent opportunity to work on high-profile M&A transactions, take on significant client responsibility, and contribute to the continued growth of a highly successful investment banking platform.

Key Responsibilities

• Lead the execution of sell-side, buy-side, and strategic advisory transactions.
• Build and review complex financial models, valuation analyses, and transaction materials.
• Prepare client presentations, pitch books, information memoranda, and management presentations.
• Manage due diligence processes and coordinate with clients, buyers, investors, and external advisers.
• Develop and maintain strong client relationships throughout the transaction lifecycle.
• Mentor and oversee Analysts and Associates, ensuring high-quality work and professional development.
• Support business development initiatives and contribute to new business origination.

Requirements

• 4–8+ years of investment banking experience with a strong M&A execution background.
• Experience advising technology, technology-enabled services, or business services companies is preferred.
• Strong financial modelling, valuation, and analytical skills.
• Demonstrated ability to manage multiple live transactions simultaneously.
• Excellent communication, presentation, and client relationship management skills.
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• Proven ability to work in a fast-paced, collaborative environment.