Investment Banking Associate | Tech Enabled Professional Services
Core
Investment Banking Associate supporting M&A transactions, financial modeling, and client advisory for tech-enabled professional services firms.
Role type
Investment Banking Associate
Builds
M&A transactions and financial advisory solutions for tech-enabled professional services clients
Domain
Corporate Finance / Investment Banking / Tech-Enabled Professional Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
financial modeling, valuation, M&A execution, business due diligence, accounting knowledge, data analysis
Preferred skills
Excel, PowerPoint, public speaking, operational financial modeling, transaction experience in Business Services
Technologies
Excel, Word, PowerPoint
Responsibilities
Prepare and analyze historical and projected financial information; coordinate business due diligence and execute M&A transactions; prepare marketing materials and presentations; perform valuation and ad hoc financial analyses; build and maintain client relationships; mentor junior staff
Seniority
Associate, hands-on IC