Vice President - Software Banking

Societe Generale; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Societe Generale’s Technology Investment Banking coverage in the Americas focuses on the software sector, leading equity origination, M&A and leverage finance for tech clients. The team collaborates with ECM, DCM and M&A to prepare pitches and client materials, while actively developing relationships and cross-border opportunities.

Ideal candidates bring 5–6+ years of relevant experience, strong financial modeling skills, and proficiency with Bloomberg, CapIQ and FactSet.

Qualifications

• Bachelor's degree or higher in business, finance or accounting.
• At least 5–6+ years of relevant experience in investment banking or related fields.
• Proficiency in financial modeling and software tools used in IB analytics.

Responsibilities

• Origination and execution of tech-related investment banking transactions (IPO follow-ons, M&A, debt origination).
• Collaborate with ECM, DCM and M&A to prepare client presentations and marketing materials.
• Develop client relationships and contribute to content generation for pitches.
• Conduct financial modeling, valuation analyses and software KPI analyses.
• Support cross-border work with teams in Europe and Asia and coordination with U.S. banking teams.
• Participate in transaction execution and client pitches for advisory mandates.

Skills

DCF Analysis

LBO Analysis

Comparable Companies

Bloomberg

CapIQ

Factset

Excel

PowerPoint

Word

MDS platforms

Education

Bachelor's Degree in Business, Finance, or Accounting

Tools

Excel

PowerPoint

Word

Bloomberg

CapIQ

FactSet

Job description

Responsibilities

Technology Investment banking is a core business line of GLBA; responsible for the origination and execution of all tech related investment banking transactions by Societe Generale Americas. The emphasis will be the broader software sector within Technology Investment Banking. This will include equity origination [IPO’s Follow-Ons], M&A and Leveraged Finance debt origination. The group is fully integrated into the broader bank and will work closely with our product group and on a cross-border basis with groups in Europe and Asia.

• Work closely with ECM, DCM & M&A to organize our content and focus on the Software sector, including peers comps, trading activity and transaction comps
• Keep abreast of market developments, capital markets activity, M&A announcements and investor sentiment around software.
• Point person on the coverage team responsible for organizing and putting together client presentations, marketing materials and relevant pitches for new business
• Actively prospect and develop new client relationships, while also contributing to content generation
• Conduct and model a broad range of corporate financing alternatives and due diligence for client transactions
• Financial modeling and valuation analyses as well as software specific analysis such as relevant KPI analysis
• Develop and participate in client pitches to advise on investment banking transactions
• Work on/play a key role transaction execution
• Build strong relationships with colleagues in Europe and Asia, and among the U.S. banking teams

Reference 26000DQY

Responsibilities

Technology Investment banking is a core business line of GLBA; responsible for the origination and execution of all tech related investment banking transactions by Societe Generale Americas. The emphasis will be the broader software sector within Technology Investment Banking. This will include equity origination [IPO’s Follow-Ons], M&A and Leveraged Finance debt origination. The group is fully integrated into the broader bank and will work closely with our product group and on a cross-border basis with groups in Europe and Asia.

• Work closely with ECM, DCM & M&A to organize our content and focus on the Software sector, including peers comps, trading activity and transaction comps
• Keep abreast of market developments, capital markets activity, M&A announcements and investor sentiment around software.
• Point person on the coverage team responsible for organizing and putting together client presentations, marketing materials and relevant pitches for new business
• Actively prospect and develop new client relationships, while also contributing to content generation
• Conduct and model a broad range of corporate financing alternatives and due diligence for client transactions
• Financial modeling and valuation analyses as well as software specific analysis such as relevant KPI analysis
• Develop and participate in client pitches to advise on investment banking transactions
• Work on/play a key role transaction execution
• Build strong relationships with colleagues in Europe and Asia, and among the U.S. banking teams

Required

Profile required

Technical Skills:

• Proficient in financial analysis such as DCF, DEV, LBO, comparable companies, etc
• Expertise in all necessary software programs (Excel, Powerpoint, Word)
• Experience in working with MDS platforms, e.g. Bloomberg data, CapIQ, Factset

Competencies:

• Strong oral and written presentation skills
• Ability to work in a team structure as well as independently with initiative
• Capacity to understand complex financial structures, strategy, and competitive positioning
• Ability to excel in a fast-paced, pressure orientated environment and deliver under tight deadlines
• Solid understanding of software metrics, companies, and investors
• Expectation to develop an expertise within sub-sectors

Experience Needed:

• At least 5-6+ years of prior relevant experience
• Preferred active deal experience within ECM and M&A sectors

Educational Requirements:

• Bachelors Degree or higher level from a competitive program with a preference for degrees in business, finance and/or accounting

Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

DIVERSITY, INCLUSION & BELONGING (“DIB”):

Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/

COMPENSATION:

Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.