Vice President of Investment Banking and Capital Markets-Technology

Join our Investment Banking and Capital Markets (IBCM) team as a Vice President in the Technology Coverage Group. In this role, you will lead and manage the execution of high-profile transactions, analyze corporate and financial information, and foster relationships with various product teams. You will have the opportunity to work closely with senior leadership, clients, and cross-functional teams, and provide leadership, mentorship, and training to analysts and interns.

• Lead and manage the execution of live transactions as part of the 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 financings and equity raising transactions.
• Coordinate and review analytical work of junior bankers to move marketing and execution processes forward, and with maximum impact.

• 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
• Bachelors degree (advanced degree preferred)
• Minimum of 5 years investment banking experience in the Technology department of a bulge bracket investment bank or boutique advisory firm
• 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
• Strong modeling and analytical skills with proficiency in Microsoft Excel, PowerPoint, and Word
• 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