Investment Banking Associate

1 month ago


Austin, United States Fortitude Advisors Full time

Tech IB Associate

Austin, Texas

                                                                    

Firm overview

Fortitude Advisors (www.fortitudeadvisors.com) is a leading technology investment bank focused on providing strategic and financing advisory services to high performing software and tech-enabled businesses. Since 1997, our senior professionals have successfully closed tens of billions of dollars in transactions for a wide range of clients, globally.

 

Fortitude achieved consecutive record years in 2021, 2022 and 2023, despite tightening market conditions that negatively impacted most IBs. Our firm has closed multiple significant software transactions in recent years, one of which was among the highest valuation multiples achieved in technology transactions globally in 2022. Fortitude’s disciplined client selection and uniquely focused execution model have delivered a 100% closing ratio over the past three years. 

 

Candidate profile

We are seeking a highly motivated professional to join our growing team. The ideal candidate will have three to four years of technology M&A and financing transaction experience with a highly reputable firm. Successful candidates will bring advanced Excel, LBO modeling and SaaS analytics skills, as well as experience and comfort working with clients, professional services firms and institutional counterparties through every step in the deal process.

 

Key responsibilities

  • Conducting extensive client and industry sector due diligence
  • Building detailed three statement financial models with LBO functionality
  • Developing financial analyses and materials for transaction counterparties
  • Managing workflows and collaborating with our team, clients and partners
  • Maintaining communications with transaction counterparties

 

Compensation and benefits

  • Highly competitive base salary and cash bonuses (paid as deals close, not just annually)
  • Cross-border exposure through our IB affiliate Arma Partners (www.armapartners.com)
  • Collaborative work environment with hands-on execution and teamwork at every level
  • Growth-oriented culture with continuous development and promotion opportunities
  • Extensive daily exposure to senior bankers, clients and investors
  • Paid gym membership, paid time off and paid holidays
  • Premium health, vision and dental insurance
  • Opportunities for PE co-investment in clients
  • Lakefront offices in downtown Austin 



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