Tech & SaaS M&A Investment Associate

Selby Jennings; California (MO); On-site; USD 100,000 - 150,000; Full time

Job summary

An investment firm is seeking a Senior Investment Associate in California, US, to join its investment team. This role involves sourcing and evaluating tech and B2B SaaS investment opportunities, leading financial analysis and M&A execution. The ideal candidate will have 2-5+ years of experience in investment banking or private equity, strong analytical and communication skills, and exposure to tech-enabled services. This position offers the chance to work closely with the leadership team on impactful transactions.

Qualifications

• 2-5+ years of investment banking and private equity experience.
• Strong exposure to tech, SaaS, or tech-enabled services.
• Solid M&A experience.

Responsibilities

• Source and evaluate investment opportunities.
• Lead financial analysis, modeling, and diligence.
• Support M&A execution.
• Partner cross-functionally with tech/product/transformation teams.
• Prepare investment materials and support decision processes.

Skills

Financial analysis

Modeling

Analytical skills

Communication skills

Job description

An investment firm is seeking a Senior Investment Associate in California, US, to join its investment team. This role involves sourcing and evaluating tech and B2B SaaS investment opportunities, leading financial analysis and M&A execution. The ideal candidate will have 2-5+ years of experience in investment banking or private equity, strong analytical and communication skills, and exposure to tech-enabled services. This position offers the chance to work closely with the leadership team on impactful transactions.