Investment Banking Associate, Technology
Core
Investment Banking Associate providing deep technology sector expertise, developing client solutions, and executing capital markets transactions.
Role type
Senior IC investment banking associate (technology sector)
Builds
Financial models, pitch books, and strategic recommendations for private and middle market technology companies
Domain
Financial services / Technology sector
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, credit analysis, capital markets knowledge, deal execution, quantitative analytics, industry trend analysis, regulatory compliance understanding
Preferred skills
MBA degree, valuation experience
Technologies
Financial computer applications, database management tools
Responsibilities
Develop and present mandates for new opportunities, create pitch books for clients, conduct due diligence including client visits and business model analysis, manage a diverse portfolio of private and middle market companies, provide analytical findings to deal teams, mentor Analysts, create financial models to analyze client portfolios, identify opportunities to cross-sell and diversify client portfolios
Seniority
Mid-level, hands-on IC with mentorship responsibilities