Technology Banking Analyst

We are not currently in an active recruiting cycle, but are happy talk to all qualified candidates for future consideration.

POSITION OVERVIEW

This Analyst role requires an ability to multi-task in a fast-paced environment, experience with financial statements, financial modeling and strong communication skills are required. The ideal candidate will have prior experience in executing M&A and Equity Capital Markets transactions in the Technology vertical, and a strong desire to be part of a team executing those transactions for high-growth technology companies in the private markets.

Key Responsibilities:

• Assist all members of core team and senior bankers in executing new client engagements and successfully completing transactions
• Conduct market research, research prospects, and build buyers lists
• Build pitch decks, information memorandums, valuation analyses, and financial models using Microsoft PowerPoint and Excel
• Assist in training/mentoring Interns

Preparation of Deal Team Packages / Marketing Documentation

• Ensure data integrity, accuracy and production of all reporting and analytics pertinent to a given project
• Conduct all business matters with the highest degree of integrity and ensure that a culture of compliance and camaraderie is fostered

Engagement Management

• NDA processes, tracking outbound / inbound engagement emails and calls, coordinating weekly process updates for clients, scheduling both internal and external calls and meetings
• Assist in managing due diligence, including coordination with sellers and any third-party advisors for accounting, legal or related services as well as client internal functional teams
• Measurable Skills- Employees at Analyst Level Must Demonstrate Proficiency in:
• Market/industry/operational research and analysis
• Production of deal marketing materials and management of investment banking documents
• Analysis of potential deals and creation of proposals for prospective clients
• Facilitation and engage in client communications
• Valuation analyses: comparables and DCF
• Advanced note taking abilities - ability to synthesize notes for client distribution
• Proficiency in material generation:
  • Pitch decks
  • Briefings
  • CIM or CIP
  • Client Process Overview Decks
• NDA processing
• Campaign tracking and coordination

Successful Analyst candidates should have 1-2 years of experience in investment banking or corporate M&A, and a bachelor’s degree in finance, accounting, or business. The candidate must be self-motivated, proactive and professional, and be prepared to work in a fast-moving environment.