Technology Investment Banking Junior Partner Opportunity
In this role, you will work directly with some of the most experienced and highly renowned bankers in the world's most important and disruptive sector — technology — supporting and executing high-profile M&A and private capital raise transactions.
As a key member of small client teams, you will deliver the highest quality work product and outcomes to some of the most prominent technology companies in the world. You will be responsible for advanced financial modeling & analysis, deal execution support, pitchbook & presentation development, market & industry research, and mentorship & team coordination.
Key qualifications include professional fluency in English, +2 years of experience in front-office investment banking, excellent analytical, financial modeling and critical thinking skills, strong work ethic communication, presentation, problem-solving and negotiation skills, and an affinity for current events, critical issues, and relevant news.
* Advanced Financial Modeling & Analysis: Develop strategic recommendations and support for creative transaction structures, analyze and organize significant amounts of unstructured data to develop a coherent financial understanding of clients, and build from scratch and refine complex financial models (3-statement, DCF, LBO, accretion/dilution, etc.) to assess various capital structures, debt instruments, and valuation scenarios.
* Deal Execution Support: Collaborate directly with clients, advisors, and internal senior partners to provide regular updates on deal progress, outstanding issues, and strategic recommendations, coordinate due diligence processes (legal, financial, operational), monitoring timelines, and handling data flow among stakeholders, prepare transaction documentation including confidentiality agreements, term sheets, and final marketing materials for prospective investors or acquirers.
* Pitchbook & Presentation Development: Craft high-impact pitch materials and management presentations, presenting complex financial data in an accessible and visually engaging format, continuously update standard client-facing materials with new market insights, recent transaction benchmarks, and emerging sector opportunities.
* Market & Industry Research: Conduct in-depth industry analyses, monitoring key competitive trends, macroeconomic factors, and regulatory developments that may impact deal opportunities.
* Mentorship & Team Coordination: Oversee and guide junior analysts in research, modeling best practices, and quality control, ensuring consistency and accuracy in all deliverables, foster a collaborative, high-performance culture by sharing knowledge, providing constructive feedback, and encouraging continuous learning.
Benefits: Competitive base salary & variable compensation, significant investment in training, mentorship, and professional development.
Company Overview: Specializing in M&A and private capital raise expertise, we help technology companies achieve extraordinary financial outcomes in various verticals including AI/artificial intelligence, software, mobility/transportation, consumer internet, healthcare IT, foodtech, adtech/marketing tech, fintech/web 3.0, govttech, and prop tech.
Our Leadership: Led by Storm Duncan, former Global Head of Technology M&A at Credit Suisse and Jefferies, our leadership is supported by a team of highly accomplished Senior Partners who previously led U.S. investment banking teams at J.P. Morgan, Jefferies, Deutsche Bank, and Credit Suisse prior to joining us.
If you are interested, please apply through your preferred channel to ensure consideration for this role.