Investment Banking Associate, M&A and Capital Raising

Company Description Peak Technology Partners (PEAK) is an independent investment bank dedicated to providing strategic and financial advice to high-growth technology companies. The firm specializes in M&A and capital raise transactions, helping technology leaders transform their businesses. With decades of expertise, deep industry knowledge, and a robust network of relationships, Peak Technology Partners delivers tailored solutions and optimal results to its clients. Securities are offered through Finalis Securities LLC, Member FINRA/SIPC, with which Peak Technology Partners is partnered as an unaffiliated entity. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Key Responsibilities Transaction Execution: Support the execution of M&A and capital raising transactions; perform due diligence, research, analysis, and documentation of live deals. Modeling & Valuation: Develop various financial models including LBO’s, DCF’s, and comparable company/precedent analyses. Marketing Material Development: Conduct the preparation and review of investment memoranda (CIMs), management presentations, and pitchbooks. Leadership & Quality Control: Interpret instructions and delegate to Analysts as appropriate; review and verify all documents to ensure total accuracy and consistency. Client Engagement: Attend client and pitch meetings, acting as a key point-of-contact for the firm. Business Development: Support the expansion of the business by developing relationships with prospective clients. Compliance: Maintain required licenses and the highest professional and ethical standards. Qualifications Experience: 3+ years of experience (typically in an Analyst position) in investment banking, private equity, or corporate finance. Education: Bachelor’s degree or equivalent required; MBA or equivalent is a plus. Technical Proficiency: Strong financial modeling skills and a working knowledge of deal structuring and the closing process. Professional & Communication Skills: Strong networking skills with the ability to synthesize market events into detailed research and analytical insights. Project Management: Ability to set objectives under tight timelines and manage overlapping tasks with frequent priority changes. xywuqvp Software Mastery: Proven proficiency in Microsoft Office products, specifically Excel and PowerPoint.