Technology Investment Banking Associate - Lead Tech M&A

Prospect Rock Partners; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

Prospect Rock Partners, a global advisory firm, seeks an Associate to join its Technology Investment Banking team in New York. This role offers significant client interaction, leadership of transaction workstreams, and exposure to a dynamic middle-market tech platform across software, fintech, cybersecurity, and digital infrastructure.

You will lead M&A execution, manage due diligence and valuation, and prepare client presentations while mentoring Analysts and contributing to the growth of the

Qualifications

• 3-4 years of investment banking experience with substantial M&A execution.
• Experience in Technology/TMT/Software/FinTech investment banking preferred.
• Able to independently manage multiple transaction workstreams.
• Strong financial modeling, valuation, and analytical skills.
• Understanding of software and recurring revenue business models.
• Excellent communication, presentation, and client management skills.
• Proven leadership experience mentoring junior bankers.
• Bachelor's degree required.

Responsibilities

• Lead the execution of M&A transactions including sell-side, buy-side, recapitalization, and strategic advisory assignments.
• Manage all aspects of transaction processes, including due diligence, buyer outreach, process coordination, valuation analysis, and negotiation support.
• Oversee the preparation of client presentations, marketing materials, financial models, valuation analyses, and board materials.
• Serve as a primary day-to-day contact for clients, private equity investors, legal counsel, and other transaction stakeholders.
• Develop and maintain relationships with private equity firms, strategic acquirers, and technology executives.
• Mentor, train, and manage Analysts, ensuring high-quality execution and professional development.
• Contribute to the continued growth of the Technology practice through sector expertise, market intelligence, and thought leadership.

Skills

M&A execution

Financial modeling

Valuation

Client management

Leadership

Communication

Project management

Education

Bachelor's degree

Job description

Prospect Rock Partners, a global advisory firm, seeks an Associate to join its Technology Investment Banking team in New York. This role offers significant client interaction, leadership of transaction workstreams, and exposure to a dynamic middle-market tech platform across software, fintech, cybersecurity, and digital infrastructure.

You will lead M&A execution, manage due diligence and valuation, and prepare client presentations while mentoring Analysts and contributing to the growth of the