Senior Investment Banking Associate
1 week ago
We are seeking an experienced Senior Associate or Vice President to join our M&A team at a leading technology-focused boutique investment bank headquartered in San Francisco.
About the RoleThe successful candidate will work closely with senior leadership and clients, contributing to the execution of complex deals and enhancing the firm's market reputation.
Key Responsibilities- Lead and support deal teams in the execution of M&A transactions, managing all aspects of the process from pitch to close.
- Develop and present comprehensive financial models and valuations, including discounted cash flow (DCF) and comparable company analyses, to inform strategic decision-making for clients.
- Act as a primary point of contact for clients, providing exceptional service and building long-term relationships by effectively communicating throughout all phases of a transaction.
- Coordinate with cross-functional teams, including legal, compliance, and tax, to ensure seamless execution of M&A deals.
- Conduct thorough market research and competitive analysis to identify industry trends, valuation drivers, and emerging opportunities within the software sector.
- Mentor and train junior team members, fostering an environment of collaboration and professional growth within a supportive and innovative culture.
- Maintain and refine the team's investment thesis and performance track record, reporting key metrics and outcomes to senior management.
- Assist in the preparation of pitch materials and client presentations, effectively articulating the firm's value proposition.
- Develop and enhance relationships with clients through a thorough understanding of their requirements and objectives.
- Bachelor's degree in Finance, Business Administration, or related field from a leading university; MBA or relevant advanced degree preferred.
- Minimum of 5 years of experience in investment banking or M&A advisory, with a strong focus on the software or technology sectors.
- Demonstrated expertise in financial analysis, modeling, and valuation, with strong quantitative and analytical skills.
- Exceptional communication and interpersonal skills, with an ability to articulate complex ideas clearly and persuasively to clients and team members alike.
- Highly self-motivated and driven, capable of thriving in a fast-paced, high-pressure environment.
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint; experience with M&A databases and financial analysis software.
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