CareerPlan

Investment Banking Managing Director - Software & Services

New York, NY, USFull-time$275k2026-10-16 → 2026-11-09
Hybrid

Core

Lead M&A advisory and capital-raising for technology companies including Compliance Tech, Cybersecurity, Data & Analytics, and AI.

Role type

Senior IC Investment Banking Managing Director

Builds

M&A transactions and capital-raising deals for software and services clients

Domain

Investment Banking / Software & Services

Required skills

Sell-side M&A advisory, Industry-specific M&A, Deal origination, Client relationship management, Team leadership, Thought leadership

Preferred skills

None stated

Technologies

None stated

Responsibilities

Building relationships with deal referral sources and business owners, Identifying and qualifying new prospect leads, Managing client relationships and overseeing communication, Leading a specific practice area and developing thought leadership, Overseeing all aspects of the transaction, Assisting in firm building activities like training and recruiting

Seniority

Managing Director, Senior Leadership