Investment Banking Associate 3 Technology M&A

Our client is a premier global full-service investment bank delivering comprehensive services from 10 international locations. As a top 10 global investment bank, they provide institutional and corporate clients with sophisticated investment banking, M&A, research, and trading solutions. Their 800+ capital markets and advisory professionals bring deep expertise across 18 key sectors of the global economy. They maintain their position as a trusted independent investment bank through continuous client service excellence and innovative financial solutions throughout their clients' business evolution.

Senior Associate, Investment Banking Our client is seeking an accomplished Senior Associate to join their Technology Advisory practice. This strategic role demands exceptional analytical capabilities, superior communication skills, and demonstrated leadership potential.

Location: Charlotte, NC Reports to: Managing Director, Investment Banking

Key Responsibilities:

Transaction Leadership:

• Drive complex financial transactions from inception to close
• Lead detailed financial modeling, valuation analysis, and scenario planning
• Structure transactions to optimize client outcomes
• Conduct comprehensive financial and operational due diligence
• Prepare and deliver compelling client presentations

Team Management:

• Supervise and mentor junior banking professionals
• Review and quality-control team deliverables
• Foster collaborative relationships across departments
• Guide analyst development and performance evaluation

Client Relations:

• Build and maintain strong client relationships
• Identify and pursue business development opportunities
• Present complex financial analyses to C-suite executives
• Develop industry-specific pitch materials
• Support senior bankers in client meetings and negotiations

Technical Expertise:

• Execute detailed company and industry analysis
• Perform complex valuation using multiple methodologies (DCF, LBO, M&A, etc.)
• Create comprehensive financial models and sensitivity analyses
• Analyze market conditions and competitive landscapes
• Research and evaluate strategic alternatives

Risk Management:

• Ensure compliance with firm-wide risk management policies
• Implement robust quality control processes
• Monitor transaction and operational risks
• Review subordinate work for accuracy and completeness

Required Qualifications:

• Bachelor's degree from top-tier university
• 3-5+ years investment banking experience
• Exceptional financial modeling and valuation skills
• Strong project management capabilities
• Superior written and verbal communication abilities
• Demonstrated leadership experience
• Proven ability to work under pressure and meet deadlines

Preferred Qualifications:

• Corporate finance or accounting degree
• MBA from leading institution
• Technology sector transaction experience
• Series 79 and 63 licenses

Travel Requirements:

• Up to 25% travel, including international
• Flexibility for increased travel during active deals

This position offers significant growth potential within a dynamic global investment bank, with exposure to complex transactions and opportunities for rapid career advancement.