Technology Director (Investment Banking and Capital Markets)

Join our Investment Banking and Capital Markets (IBCM) team as a Technology Director. In this role, you will lead and manage the execution of live transactions, analyze and synthesize detailed corporate and financial information, and foster relationships with various product teams. You will also provide leadership, mentorship, and training to analysts and interns. The ideal candidate will have a minimum of 10 years of investment banking experience in the Technology sector, strong modeling and analytical skills, and a team player mentality.

• Lead and manage the execution of live transactions as part of the Investment Banking Technology coverage team, including preparation of detailed presentations and memoranda.
• 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.

• 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
• Bachelors degree (advanced degree preferred)
• 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
• 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
• 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
• 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