Investment Banking Vice President – Technology

Job Description

Our client, a full-service investment bank with more than 125 years of history and a global platform spanning securities brokerage, trading, research, underwriting, and corporate advisory services, is seeking a Vice President to join their Investment Banking team in New York, focused on the Technology sector.

This role suits a strategic thinker with a strong background in complex financial transactions — a self-starter ready to work hard in a fast-paced environment while managing multiple projects at once. Experience leading sell-side M&A transactions is required.

Key Focus Areas

The group delivers deep sector knowledge across several key technology verticals:

• Enterprise Software: Advising software-as-a-service (SaaS) and corporate data systems companies
• Artificial Intelligence: Supporting companies focused on AI infrastructure and intelligence platforms
• Cybersecurity: Partnering with developers of digital safety and internet defense systems
• Frontier & Deep Tech: Banking for highly advanced engineering, including Industrial IoT, robotics, and aerospace
• Climate Tech: Financing innovators building low-carbon infrastructure and sustainable energy solutions
• Fintech & Consumer Tech: Serving digital financial services and consumer-facing brands or platforms

Key Responsibilities

• Lead execution of M&A, recapitalizations, and capital raises (debt and equity) transactions across Technology verticals
• Serve as a trusted advisor to clients, managing relationships and delivering financial solutions
• Oversee the development of detailed financial models, valuation analyses, and presentations
• Mentor and develop junior team members, fostering a collaborative, high-performance culture
• Contribute to business development efforts, identifying and pursuing new client opportunities across the group's technology verticals
• Build sector expertise and represent the firm at industry events and client meetings

Ideal Candidate Profile

• Client Skills: able to win clients' confidence, anticipate and deliver on their needs, and build strong, long-term relationships
• Time Management: able to organize and prioritize multiple tasks, meet deadlines, manage expectations, and use firm resources efficiently
• Teamwork: works well within project teams, respectful of all levels of seniority, willing to train and mentor others
• Work Ethic and Attitude: dedicated, willing to take on added responsibility, strives for excellence under pressure
• Personal Characteristics: professional, intellectually curious, takes ownership of wins and losses, knows when to ask for help
• Strong written and verbal communication skills
• Solid analytical and problem-solving ability
• Strong interpersonal skills and collaborative style

Required Qualifications

• Bachelor's degree required
• 3–6 years of investment banking experience, with Technology sector M&A experience preferred
• FINRA licenses required: SIE, Series 79, Series 63
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook

What Our Client Offers

• Highly competitive compensation, including base salary and discretionary bonus (commensurate with experience)
• Health, dental, vision, and prescription insurance
• Total health and wellness programs, flexible spending accounts
• Tuition and certification assistance programs
• Paid time off and additional benefits

Location: New York, New York (in-office position)

Timeline: Applications accepted until the position is filled.

About Our Client

Our client is a full-service investment bank with a 125+ year history, offering securities brokerage, trading, research, underwriting, and corporate advisory services globally. Their expertise spans sectors and products across both public and private markets, driven by relationships rather than transactions, with a focus on earning long-term client trust.

Their investment banking division provides a broad range of industry-leading services, including M&A advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. With more than 600 bankers across the platform, they deliver solutions tailored to clients' evolving needs.

Our client fosters an entrepreneurial environment that rewards collaboration and hard work, and is committed to engaging talented candidates from all backgrounds who want to expand their skills and pursue ambitious goals.