Tech M&A Senior Associate: Lead High-Impact Transactions

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

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.