Investment Banking Analyst/Associate
Our client is a boutique investment bank with deep expertise in the software and technology-enabled services sector. They specialize in providing M&A advisory, capital raising, and strategic consulting to high-growth software companies. With a reputation for precision, agility, and deep domain knowledge, they are trusted advisors to founders, CEOs, and investors across the software ecosystem.
Position Overview
Our client is seeking a highly motivated Analyst or Associate to join their growing team. This individual will be instrumental in supporting transaction execution and market analysis. The ideal candidate will have a strong foundation in finance, a passion for technology, and the ability to thrive in a fast-paced, entrepreneurial environment.
Key Responsibilities
- Build and maintain detailed financial models and valuation analyses (DCF, LBO, precedent transactions, trading comps).
- Prepare client-ready presentations, pitch materials, and offering memoranda.
- Conduct market research and competitive analysis focused on software verticals (e.g., SaaS, DevOps, cybersecurity, vertical software).
- Support due diligence processes and coordinate with legal, accounting, and technical advisors.
Qualifications
- Bachelor's degree in Finance, Economics, Computer Science, or a related field; MBA or Master's preferred for Associate level.
- 1-3 years of experience in investment banking, private equity, corporate development, or consulting, ideally with exposure to technology or software.
- Strong financial modeling and analytical skills.
- Excellent communication and presentation abilities.
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 CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, 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.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.