Investment Banking Technology M&A A2A or Associate 2

A leading global financial services firm is seeking an A2A or Associate 2 level banker to join their Technology Investment Banking team. This premier investment bank serves thousands of institutional clients worldwide with a strong platform across fixed income and equity capital markets, M&A advisory, strategic advisory, and private placements.

As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Technology verticals.

Key Responsibilities

• Lead coordination of equity and debt capital raises and M&A advisory transactions
• Prepare and review confidential information memoranda, management presentations, and marketing materials
• Develop comprehensive financial analyses and valuation models
• Conduct sector-specific and company due diligence
• Build relationships with senior bankers, corporate clients, private equity firms, and venture capital investors
• Mentor and train Analyst team members

Required Qualifications

• Undergraduate degree
• Investment banking background with Technology M&A experience (strong preference for closed deals)
• Advanced financial modeling and valuation analysis expertise in Excel
• Relevant FINRA licenses (SIE, Series 63, Series 79)
• Exceptional written and verbal communication skills with strong attention to detail
• Team-oriented work style with proven analytical capabilities
• Current or recent Technology sector experience strongly preferred

Ideal Candidate Profile

• Currently at A2A or Associate 2 level with proven transaction execution track record
• Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.)
• Ability to manage multiple workstreams in fast-paced environments
• Strong business judgment and strategic thinking
• Self-motivated with ownership mentality
• Passion for technology and financial services innovation

What We Offer

• Small deal teams enabling accelerated learning and responsibility
• Direct exposure to complex Technology transactions and senior leadership
• Clear advancement opportunities and mentorship from experienced bankers
• Collaborative, entrepreneurial culture with access to decision-making
• Extensive institutional client relationships and global distribution platform
• Highly competitive compensation including base salary, discretionary bonus, and long-term incentives
• Comprehensive benefits package (health, dental, vision, 401(k) with match)
• Professional development support

Location: New York City or San Francisco (in-office position)

Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.