Role Overview: Investment Banking Analyst / Associate
Full-time, Independent Contractor
Location: Remote (PST work hours)

The Opportunity

We are seeking a highly motivated Analyst or Associate to join our growing M&A advisory practice. Unlike the rigid silos of bulge-bracket firms, we offer junior professionals a high-impact environment where you will work directly with Managing Directors and founders of lower-middle-market technology companies. You will play a critical role in executing M&A transactions and capital raises, gaining exposure to the entire deal lifecycle from initial pitch to final closing.

The core skill required is creating pristine, client-ready presentations (SIMs, teasers), not financial modeling.

Key Responsibilities

Client-ready Presentations: Create high quality presentations.

Financial Engineering: Build and maintain complex financial models, including Three-Statement, DCF, LBO, and detailed M&A impact analyses ($S=P+I$).
Deal Execution: Lead the preparation of high-quality marketing materials, including Confidential Information Memorandums (CIMs), "Teasers," and management presentations.
Market Intelligence: Conduct deep-dive research into software verticals, identifying strategic buyers and tracking valuation multiples across the tech landscape.
Mentorship (Associate Level): Supervise Analysts in the creation of deliverables, ensuring technical accuracy and alignment with the firm’s "white-glove" service standards.

Qualifications & Skills

Experience: 1–3 years (Analyst) or 3–5 years (Associate) of experience in investment banking, corporate development, or transaction advisory. Experience in Tech M&A is a significant plus.
Technical Mastery: Advanced proficiency in Microsoft Excel and PowerPoint. You should be comfortable manipulating large datasets and creating "client-ready" visual narratives.
Academic Excellence: A Bachelor’s degree in Finance, Economics, or a quantitative field from a top-tier university with a strong GPA.
Soft Skills: High emotional intelligence (EQ) for interacting with founders, a proactive "owner" mindset, and the ability to thrive in a fast-paced, deadline-driven environment.

Investment Banking Analyst / Associate - 17725