Job Title: Investment Banking Associate
Location: Orlando, FL or New York, NY
Industry: Tech / Software / SaaS
About:
Our client is a boutique investment bank specializing in M&A, capital raising, and strategic advisory for middle-market companies in the tech, software, and SaaS sectors. They are seeking an Investment Banking Associate to join our team in Orlando or New York.
Role Overview:
The Investment Banking Associate will play a key role in executing transactions, conducting financial analysis, and supporting senior bankers on M&A, financing, and advisory projects. This is an excellent opportunity to work in a dynamic, fast-paced environment with direct exposure to clients.
Key Responsibilities:
- Build financial models (DCF, precedent transactions, comps) and conduct valuation analysis.
- Support M&A and capital raising processes, including drafting presentations and term sheets.
- Assist with due diligence, market research, and client meetings.
- Help structure and negotiate transactions.
- Mentor junior team members and collaborate across the firm.
Requirements:
- 2-4 years of investment banking or corporate finance experience (tech/SaaS background preferred).
- Strong financial modeling, valuation, and analytical skills.
- Excellent communication and presentation skills.
- Proficiency in Excel and PowerPoint; SaaS industry knowledge a plus.
- Bachelor's degree in Finance, Economics, or related field; MBA a plus.
