Technology Director

Who you are

• Proven experience in deal execution providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leverage finance debt offerings) in the Technology sector
• Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution
• Bachelors degree (advanced degree preferred)
• Strong modeling and analytical skills with proficiency in Microsoft Excel, PowerPoint, and Word
• Minimum of 10 years investment banking experience in the Technology department of a bulge bracket investment bank or boutique advisory firm
• Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs
• Team player mentality and ability to effectively interact with a wide variety of internal groups and clients
• Driven and highly motivated with and a passion for finance and the ability to manage multiple processes
• Series 79, 63 licensing preferred

What the job involves

• Our IBCM business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. This position consists of comprehensive financial advisory and capital-raising services - including mergers & acquisitions (M&A), strategic advisory and defense, underpinned by experienced and successful debt and equity capital markets platforms
• The Investment Banking Technology franchise holds deep relationships with both corporate clients and financial sponsors supporting our leading position across M&A and capital markets. This unique platform helps us advise our clients on a wide range of corporate solutions and execute large, complex, cross-border and regional transactions
• We are seeking an experienced Vice President or Director in Technology to play a pivotal role in leading and executing high-profile transactions. This is an opportunity to be part of a dynamic, growing team, leading transactions from start to finish, and working closely with senior leadership, clients and cross-functional teams
• Lead and manage execution of live transactions as a part of the Investment Banking Technology coverage team, including preparation of detailed presentations and memoranda and analyzing the key attributes of client companies; develop materials for meetings with clients regarding mergers and acquisitions and capital market transactions
• Apply advanced financial, economic, quantitative, and qualitative methods, and principles to evaluate and execute merger & acquisitions, debt financing and equity raising transactions
• Coordinate and review analytical work of junior bankers to move marketing and execution processes forward, and with maximum impact
• Analyze and synthesize detailed corporate and financial information as well as conduct due diligence
• Work and foster relationships with various product teams such as leverage debt capital markets, equity capital markets, debt capital markets, cash management, foreign exchange, and interest rate, etc
• Keep up to date with various sector trends and transactions; issue final reports of client interactions and discussions to senior management and maintain ongoing communication; provide leadership, mentorship and training to analysts and interns