Tech M&A Associate: AI, Software & Fintech Transactions

Pearse Partners; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Pearse Partners in New York is seeking an Associate for its Technology M&A team to capitalize on a robust live pipeline and momentum across deals. You will advise on Technology M&A across AI, software, fintech and related sub-verticals, own execution from origination through to closing, draft IMs and teasers, build financial models, and manage due diligence with senior bankers.

The role requires 3–5 years of investment banking experience, strong modelling and valuation skills, and excellent

Qualifications

• 3–5 years of investment banking experience, ideally covering AI, software, services, or fintech.
• M&A execution experience across sell-side and buy-side, public and private deals.
• Strong financial modelling and valuation capability; able to own deliverables independently.
• Excellent communication skills in a fast-paced, team-oriented environment.

Responsibilities

• Advise on M&A transactions across Technology, with exposure to AI, software, tech-enabled services, and fintech
• Own transaction execution end-to-end, from origination through to closing, including drafting IMs and teasers, building financial models, and preparing client materials
• Lead on valuation work, sector research, and management of due diligence workstreams
• Work closely with senior bankers to support and grow relationships with corporate clients, financial sponsors, and strategic acquirers

Skills

Investment banking

M&A execution

Financial modelling

Valuation

Communication

Teamwork

Tools

Excel

PowerPoint

Job description

Pearse Partners in New York is seeking an Associate for its Technology M&A team to capitalize on a robust live pipeline and momentum across deals. You will advise on Technology M&A across AI, software, fintech and related sub-verticals, own execution from origination through to closing, draft IMs and teasers, build financial models, and manage due diligence with senior bankers.

The role requires 3–5 years of investment banking experience, strong modelling and valuation skills, and excellent