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

Oaklands Global Financial Services Recruitment; Charlotte (NC); On-site; USD 180,000 - 300,000; Full time

Job summary

Oaklands Global Financial Services Recruitment is seeking a Senior Associate/VP for its Charlotte or NYC Technology-Enabled and Business Services team. You will lead sell-side and buy-side transactions, build complex financial models, and prepare client materials.

You will mentor analysts and contribute to new business origination. Ideal candidates have 4–8+ years in investment banking with strong M&A experience, particularly for tech-enabled services.

Qualifications

• 4–8+ years of investment banking experience with strong M&A execution background.
• Experience advising technology, technology-enabled services, or business services companies is preferred.
• Strong modelling, valuation, and analytical skills; ability to manage multiple live transactions.

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.

Skills

M&A execution

Financial modelling

Client relationship management

Communication

Leadership & mentoring

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

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.

Why Work With Oaklands Global?

Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.

Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.