Vertical Software M&A Associate/VP: Data & Analytics

Oliver James Group

New York (NY)

On-site

USD 180,000 - 300,000

Full time

4 days ago

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Benefits offered by this job

Competitive compensation package

Job summary

Oliver James Group is partnering with a leading investment bank to hire at Associate and Vice President levels into its Vertical Software, Data & Analytics coverage team in New York, NY. The group advises software and data businesses focused on industry-specific workflows and proprietary data, with mandates spanning sell-side and buy-side M&A, capital raises, recaps, carve-outs, and lending solutions.

The team covers sectors like Automotive Tech, Field Service Management, Governance & Risk,

Qualifications

3+ years Direct Investment Banking experience required for Associate.
7+ years for VP with real M&A transaction experience.
Experience with technology or software deals preferred.
SIE, Series 79 and 63 licenses or willingness to obtain.
Bachelor's or higher in Business, Finance, Mathematics or Economics.
MBA an asset.

Responsibilities

Executing M&A and capital raising mandates, with VPs leading deal teams and taking primary responsibility for day-to-day execution.
Building and reviewing complex financial and M&A models, and valuing both public and private companies.
Researching clients' financial positions, industry and market data, and M&A opportunities.
Preparing client presentations, proposals and internal underwriting memos.
Supporting and, at VP level, leading client negotiations and documentation.
Managing and developing junior bankers to ensure accuracy and quality across live deals.
At VP level, taking an active role in business development and prospecting.