Senior Investment Banking Associate

4 weeks ago


San Francisco, California, United States Metis Search Full time
Job Title: Leading Boutique Technology Investment Banking

A leading technology-focused boutique investment bank is seeking an experienced Senior Associate or Vice President to join their M&A team.

About the Role

The 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.
Requirements
  • 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.

Interested candidates should submit their resume and, if relevant, a deal sheet detailing their experience and suitability for the role.



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