Associate and Vice President, Investment Banking, Vertical Software, Data & Analytics | New York, NY
Oliver James is partnering with a leading investment bank to hire at both Associate and Vice President level into its Vertical Software, Data & Analytics coverage team. The group advises software and data businesses built for specific industries, companies that combine deep domain expertise, mission-critical workflows and proprietary data, rather than general SaaS. Mandates span sell-side and buy-side M&A, majority and minority capital raises, recapitalizations, carve-outs and lending solutions, with a strong recent track record and a full pipeline of active sell-side engagements.
Sector coverage includes
- Automotive Technology
- Field Service Management and Construction Software
- Governance, Risk and Compliance
- InsurTech
- LegalTech
- Maritime and Aviation
- MarTech
- Supply Chain and Logistics
What you’ll be doing
- Executing M&A and capital raising mandates, with VPs leading deal teams and taking primary responsibility for day-to-day execution
- Building and reviewing complex financial and M&A models, and valuing both public and private companies
- Researching clients’ financial positions, industry and market data, and M&A opportunities
- Preparing client presentations, proposals and internal underwriting memos
- Supporting and, at VP level, leading client negotiations and documentation
- Managing and developing junior bankers to ensure accuracy and quality across live deals
- At VP level, taking an active role in business development and prospecting
What we’re looking for
- Direct Investment Banking experience is essential: 3+ years for Associate, 7+ years for VP
- Real M&A transaction experience, ideally on sell-side processes
- Prior technology or software deal experience is strongly preferred
- Undergraduate degree in Business (Accounting or Finance), Mathematics or Economics; MBA a plus
- SIE, Series 79 and 63 licenses, or willingness to obtain
- Strong attention to detail and comfort working in a lean, high-performing team
Competitive total compensation package.
If this sounds like you, apply below or message me directly for a confidential conversation. Please feel free to apply directly or reach out to [email protected].
