Investment Banking Associate | Tech M&A
Deal Execution & Transaction Support
- Assist in the execution of M&A and capital-raising transactions, including buy-side, sell-side, and growth investment mandates.
- Support the preparation of marketing materials (IMs, teasers, management presentations, investor decks).
- Conduct detailed company, industry, and competitor research to support transaction rationale and valuation.
- Participate in due diligence processes, coordinating information requests and reviewing financial and operational data.
Financial Analysis & Modelling
- Build and maintain financial models including three-statement models, LBO analyses, valuation models (DCF, trading comps, transaction comps).
- Analyse company performance, financial KPIs, and key value drivers relevant to technology businesses (ARR, churn, CAC, LTV, revenue cohorts, etc.).
- Assist in the preparation of valuation materials and internal investment memos.
Market & Sector Research
- Conduct deep‑dive research into technology sectors (e.g., SaaS, cybersecurity, cloud, fintech, AI, IT services).
- Track market trends, competitive landscapes, M&A activity, and investment themes.
- Compile insights into concise reports for internal strategy discussions and external client meetings.
Internal & Portfolio Support (for PE roles)
- Support portfolio monitoring, metric tracking, and quarterly reporting.
- Assist in operational and commercial analyses of portfolio companies.
- Prepare materials for Investment Committee reviews.
Skills & Qualifications
Essential
- Strong academic background in Finance, Economics, Engineering, Computer Science, or related field.
- Excellent quantitative and analytical skills with strong proficiency in Excel and PowerPoint.
- Ability to interpret financial statements and build robust financial models (training can be provided).
- Strong research skills and interest in technology sectors.
- Excellent written and verbal communication skills.
- High attention to detail, proactive work ethic, and ability to manage multiple tasks.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
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