Investment Banking Associate, Technology
Core
Execute in-depth analyses, financial modeling, and due diligence to support new business development and transaction execution for clients in mergers, acquisitions, and capital raising.
Role type
Investment Banking Associate (Technology)
Builds
Investment banking products and services including proposals, presentations, and financial models for clients and prospects.
Domain
Financial Services / Investment Banking / Technology Sector
Required skills
Financial modeling, Valuation methods, Due diligence, Financial analysis, Accounting knowledge, Industry research, Presentation development, Client relationship management, Process improvement, Mentorship
Preferred skills
MBA, Deep understanding of technology sectors, Macro factor analysis
Technologies
Financial modeling software, Presentation tools
Responsibilities
Perform extensive financial/valuation analyses for debt and equity transactions; Build advanced financial models to value clients and industries; Lead due diligence, research, and documentation for potential and live transactions; Act as on-the-job trainer for analysts; Develop proposals and presentations for clients; Participate in client meetings and drafting sessions; Monitor key industry drivers and offer insights into business trends.
Seniority
Associate, hands-on IC with mentorship duties