CareerPlan

Investment Banking Associate | Technology

New York, NY, USAFull-time$175k2026-09-16 → 2026-11-14

Core

Investment Banking Associate providing strategic and financial advice to technology clients on M&A and capital raise transactions.

Role type

Investment Banking Associate (Technology Coverage)

Builds

M&A transactions and equity/debt capital raise deals for software and digital media clients

Domain

Investment Banking / Technology

Deliverable

client delivery

Required skills

Financial modeling, Financial statement analysis, Excel, PowerPoint, M&A process knowledge, Deal closing experience

Preferred skills

Technology industry experience, Supply chain software knowledge, Proptech knowledge, Education technology knowledge, HCM software knowledge, Semiconductor industry knowledge, Sports tech knowledge

Responsibilities

Support teams working on M&A and capital raises, Research economic and industry-specific developments, Analyze financial statements of public and private companies, Prepare marketing materials and presentations, Build relationships with clients, Supervise and mentor junior staff