Our client, a Boston-based elite boutique investment bank providing strategic M&A advisory services to software and Software-as-a-Service (SaaS) companies, private equity investors and venture capital firms, is looking to add a Associate 2 to their team. This role will cover HCIT exclusively. This is a collaborative, high-performance team with an unwavering commitment to delivering best-in-class outcomes for every client. This role will sit in Boston. No visas, recent grads or bankers without Tech or HCIT M&A experience.
Associates work directly with Managing Directors during all facets of the M&A advisory transaction life cycle, including transaction development, transaction execution and transaction negotiation and strategy. Specific responsibilities include assisting with the preparation of market and operating analyses, information memoranda, marketing presentations, and financial and valuation analyses. Associates support VPs, Directors and Managing Directors during all phases of M&A execution, including supervising and developing Analysts, contributing to firm best practices and culture, and building industry relationships.
Essential Job Functions
Lead day-to-day project management and execution on a broad range of advisory and financing transactions, including developing and overseeing detailed financial and accounting analyses
Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials in order to identify potential client solutions and new market opportunities
Conduct and review product/service, economic, company and industry research and analysis
Analyze and supervise the analysis of current and past accounting and financial records in order to advise clients through financial projections preparation; prepare, review and participate in client presentations
Integrate strategic ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
Conduct due diligence investigations of companies to ascertain the soundness of their current and forecasted financial situation
Underwrite transaction evaluation, preparation, due diligence and execution of transactions; and lead the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation
Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze M&A and financing opportunities
Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers
Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
Manage and develop junior staff
Preferred Qualifications
IB Analyst to Associate promotes or MBA hires with 1-2 years of relevant experience
Experience in the software M&A banking is preferred, but not required
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Highly organized, with the initiative and ability to perform under pressure and tight deadlines Comfortable reading and interpreting financial statements
Excellent analytical skills and attention to detail Strong written and oral communication skills Interest in developing a career in Technology Investment Banking Basic Qualifications
Bachelor's degree
Core modeling and valuation experience in professional setting
The salary range for this role is $175,000 - $225,000.
A Day in the Life: As a Baker, no one day is ever the same. To truly be successful in the position, you will be passionate about baking breads, cookies, and pastries, as well as producing fancy desserts and decorating cakes. Our Bakers also have the secret ingredient for...
...is looking for a qualified candidate to represent the brand and shopper voice to the customer team(s) and retailer. The _Associate... ...Plans should drive category growth by maximizing in-store and online visibility and conversion while also building Energizer brand equity...
...Job Title: Forklift Operator and Material Handler Job Description As a Forklift Operator and Material Handler, you will work as a... ...Essential Skills Proficiency in operating forklifts. Experience in facilities maintenance. Strong mechanical aptitude....
...schedule We are looking for a Child & Adolescent Recreation/Art/Music Therapist for our afternoon shift M-F 12:30pm-9:00pm. If... ...Incumbent will provide therapeutic recreational, art or music therapy services to our adult, adolescent, or child patients; develops and...
At Sentry, we're more than just insurance--and we can offer you more than just a job. We want... ...in their career path.Contribute: You'll work in a full-stack, cloud-first, development... ...you to enjoy the benefits of working from home on Monday and Friday but also provides...