Investment Banking Analyst 2/3, Technology M&A

2 weeks ago


New York, United States Prospect Rock Partners Full time
Job DescriptionJob Description

Our Client, an elite boutique specializing in technology, is seeking a dynamic and motivated Investment Banking Analyst to join their software team. The role can sit in NYC or SF.

Key Responsibilities:

  • Preparing, analyzing, and explaining historical and projected financial information
  • Assisting in the preparation of financial models and business valuations
  • Conducting industry and company-specific business due diligence
  • Creating client marketing presentations, memoranda, and deliverables
  • Attending client meetings
  • Drafting and collaborating on pitch presentations and associated materials
  • Developing an understanding of the underlying trends that affect the Software industry
  • Coordinating, researching, and creating industry market research publications
  • Assisting in the development and continued cultivation of client, prospective client, and professional advisor relationships

Basic Qualifications

  • Bachelor's degree
  • At least 1year of investment banking

Preferred Qualifications

  • Bachelor's degree in finance, accounting, business, or economics
  • Strong analytical, quantitative, problem solving, and conceptual skills
  • Knowledge of general accounting and finance principles
  • Exceptional interpersonal, verbal communication, and writing skills
  • Ability to work independently in a fast-paced environment
  • Strong work ethic, attention to detail, and a passion for excellence
  • A working knowledge of spreadsheet and word processing software programs
  • FINRA Licenses - 63, 79, SIE





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