Investment Banking Associate II - Technology

Our client is a leading technology‑focused investment bank with a strong reputation advising high‑growth and established companies across the software, infrastructure, fintech, and broader technology landscape. With deep sector expertise and a collaborative, high‑performance culture, they deliver best‑in‑class M&A and capital markets advisory services to companies ranging from emerging innovators to global leaders.

As their Technology M&A platform continues to expand, they are seeking a highly capable Investment Banking Associate II to join their New York office.

Role Overview

The Associate II will play a critical role in the execution of complex M&A transactions, strategic advisory assignments, and capital markets engagements across multiple technology subverticals. The ideal candidate will work closely with senior bankers, oversee junior team members, and serve as a key point of contact for clients, investors, and counterparties.

This role offers strong deal exposure, meaningful responsibility, and a clear path for advancement within a high‑growth group.

Key Responsibilities

• Lead day‑to‑day execution of buy‑side and sell‑side M&A transactions, including due diligence, valuation, and process management.
• Build, review, and refine detailed financial models (DCF, LBO, merger models, operating models).
• Prepare client deliverables including CIMs, management presentations, pitch decks, and benchmarking analyses.
• Conduct in‑depth industry and company research across relevant subverticals (software/SaaS, digital infrastructure, fintech, emerging tech, etc.).
• Coordinate with legal counsel, accountants, and third‑party advisors throughout transaction processes.
• Manage and mentor Analysts, ensuring high‑quality deliverables and development of technical skills.
• Engage directly with founders, CEOs, CFOs, private equity firms, and venture‑backed management teams.

Qualifications

• 3-5 years of investment banking experience, ideally within a technology-focused M&A group.
• Proven M&A execution experience with involvement in live transactions.
• Strong financial modeling and valuation expertise.
• Demonstrated interest and familiarity with technology sectors-SaaS, infrastructure, fintech, etc.
• Excellent analytical, quantitative, communication, and project‑management capabilities.
• Ability to thrive in a fast-paced, entrepreneurial environment.
• Bachelor's degree required; MBA or certifications (CFA) are a plus but not required.

What Our Client Offers

• Competitive compensation structure, including base salary, bonus, and comprehensive benefits.
• High deal flow and exposure to leading companies across the technology ecosystem.
• A collaborative, intellectually rigorous, and entrepreneurial environment.
• Clear upward mobility as part of a growing platform.