Investment Banking Associate | IT Services
Core
Investment Banking Associate supporting M&A transactions, capital raising, and financial advisory for clients in the IT Services sector (MSPs, VARS, Security, Cloud, Data, AI, Enterprise Applications, Digital Engineering).
Role type
Investment Banking Associate
Builds
M&A transactions, capital-raising deals, and financial advisory solutions for IT Services clients
Domain
Financial Services / Investment Banking / IT Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
financial modeling, valuation, business due diligence, M&A execution, accounting knowledge, analytical abilities
Preferred skills
operational financial modeling, public speaking, Excel, PowerPoint, managing multiple projects
Technologies
Excel, Word, PowerPoint
Responsibilities
Prepare and analyze historical and projected financial information; coordinate business due diligence and execute M&A transactions; prepare marketing and management presentations; perform valuation and ad hoc financial analyses; assist in marketing and execution of engagements; build and maintain client relationships; supervise and mentor junior staff
Seniority
Associate, execution and client-facing
