Investment Banking Director

15 hours ago


Redwood City, California, United States AQ Technology Partners Full time

AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley. We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strategic advisory for high growth and mature software companies in our Redwood City, CA office.

Our Directors assume significant leadership responsibility by leading sector coverage, sourcing initiatives and transaction execution. Directors partner with our senior partners to source new business, service our clients, and oversee day-to-day deal execution. Key responsibilities include the following:

  • Partner with senior partners to provide clients with M&A, growth equity, and strategic advisory services

  • Build and maintain relationships with client senior executives and assume role of day-to-day client contact for questions, comments, inputs and transaction related matters

  • Manage the transaction team and their development of qualitative and quantitative analyses in support of transaction execution

  • Participate in selling/pitching AQ's services/products to clients and prospects, leveraging the understanding of key sector trends and strategic direction of our clients to win business

  • Develop and deliver presentations in support of new business development

  • Manage industry sector coverage initiatives for key software sub-segments

  • Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients

  • Act as lead "on the job" trainer for VPs, associates and analysts

A successful candidate will possess the following characteristics:

  • Minimum of 6 years M&A experience and/or multiple years of relevant experience in Investment Banking, with strong preference for technology sector coverage and experience

  • MBA or undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts from a top tier school(s)

  • Demonstrated capability to lead, manage, and mentor teams

  • Excellent organizational, execution and time management skills

  • Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success

  • Strong communication and presentation skills in both large and small group settings

  • Exceptional critical thinking and problem solving ability

  • Proven quantitative and technical skills Strong knowledge of Excel and PowerPoint

  • U.S. work authorization

  • FINRA Series 63 and 79 registration



  • Redwood City, California, United States AQ Technology Partners Full time $140,000 - $170,000 per year

    About AQ Technology PartnersAQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful,...


  • Redwood City, California, United States i2c Inc Full time $200,000 - $250,000 per year

    Job DescriptionThe Director Regulatory Compliance will support our prioritization of new business with financial institutions and be responsible for assisting with all aspects of regulatory compliance for i2c. The Director will ensure that regulatory requirements (across all geographic markets and at all levels such as federal, state, local) are identified,...


  • Redwood City, California, United States C3 AI Full time

    C3 AI (NYSE: AI), is the Enterprise AI application software company. C3 AI delivers a family of fully integrated products including the C3 Agentic AI Platform, an end-to-end platform for developing, deploying, and operating enterprise AI applications, C3 AI applications, a portfolio of industry-specific SaaS enterprise AI applications that enable the digital...


  • Redwood City, California, United States i2c Inc Full time

    Job DescriptionDirector - Commercial Product ManagementWe are seeking a seasoned product leader with deep expertise in credit and commercial card products to drive the strategic expansion of i2c's commercial capabilities. This role will focus on enhancing credit and charge card features, integrating network products, and developing new commercial...


  • Redwood City, California, United States GridCARE Full time $120,000 - $180,000 per year

    About UsGridCARE is a leading venture-backed startup solving the most critical constraint in AI's growth trajectory: immediate access to power. As demand for computing skyrockets, access to energy has become the defining bottleneck in the AI infrastructure race. While leading tech companies invest billions in speculative, long-term solutions that may take...


  • Culver City, California, United States Sony Full time $68,000 - $75,000 per year

    Sony Corporation of America, located in New York, NY, is the U.S. headquarters of Sony Group Corporation, based in Tokyo, Japan. Sony's principal U.S. businesses include Sony Electronics Inc., Sony Interactive Entertainment LLC, Sony Music Entertainment, Sony Music Publishing and Sony Pictures Entertainment Inc. With some 900 million Sony devices in hands...


  • Redwood City, California, United States Karius Full time $120,000 - $200,000 per year

    About KariusKarius is a venture-backed life science startup that is transforming the way pathogens and other microbes are observed throughout the body. By unlocking the information present in microbial cell-free DNA, we're helping doctors quickly solve their most challenging cases, providing industry partners with access to the microbial landscape to...


  • Redwood City, California, United States Electronic Arts (EA) Full time $178,200 - $269,500 per year

    Description & RequirementsElectronic Arts creates next-level entertainment experiences that inspire players and fans around the world. Here, everyone is part of the story. Part of a community that connects across the globe. A place where creativity thrives, new perspectives are invited, and ideas matter. A team where everyone makes play happen.Electronic...


  • Redwood City, California, United States Electronic Arts Full time $178,200 - $269,500 per year

    General InformationLocations: Redwood City, California, United States of AmericaRole ID211460Worker TypeRegular EmployeeStudio/DepartmentCT - ITWork ModelHybridDescription & RequirementsElectronic Arts creates next-level entertainment experiences that inspire players and fans around the world. Here, everyone is part of the story. Part of a community that...


  • Redwood City, California, United States Electronic Arts Full time $198,300 - $320,000 per year

    General InformationLocations: Redwood City, California, United States of AmericaLocation: AustinCountry: United States of AmericaLocation: KirklandCountry: United States of AmericaLocation: Los Angeles - Del ReyCountry: United States of AmericaRole ID211291Worker TypeRegular EmployeeStudio/DepartmentPeople Experience & WorkplacesWork ModelHybridDescription &...