Job Description

Investment Banking Associate - Software M&A (Orlando or NYC)
Location : Orlando, FL or New York, NY
Industry : Technology Investment Banking
Employment Type : Full-time

About the Opportunity
Our client, a high-performing boutique investment bank, is seeking an experienced Investment Banking Associate to join their growing team. This firm is known for its deep expertise in advising high-growth software and technology companies on strategic M&A and capital raising transactions.

This is a unique opportunity to work closely with senior bankers and founders in a highly entrepreneurial environment, with direct exposure to C-level clients and deal execution from day one.

Key Responsibilities

• Lead and support the execution of sell-side M&A transactions in the software sector
• Build and manage complex financial models and valuation analyses
• Prepare client presentations, confidential information memoranda (CIMs), and management presentations
• Conduct industry and company-specific research to support business development and deal execution
• Mentor and manage analysts and contribute to a collaborative team culture

Qualifications

• 2-4 years of investment banking experience, with a proven track record of closing software sell-side transactions
• Strong financial modeling, analytical, and presentation skills
• Excellent communication and interpersonal abilities
• Highly motivated, detail-oriented, and able to thrive in a fast-paced, entrepreneurial environment
• Bachelor's degree in Finance, Economics, or a related field; MBA or other advanced degree a plus

Location Flexibility
This role can be based in either Orlando, FL or New York City , NY.

Why Join?

• Work with a team of former founders and operators who bring a unique perspective to advisory
• Gain hands-on experience with high-impact deals in the software space
• Be part of a collaborative, tight-knit culture that values initiative and innovation

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