Investment Banking Technology M&A A2A or Associate 2
Prospect Rock Partners
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New York, NY
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Not Applicable
Posted April 4, 2026
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Responsibilities
Commitments
Responsibilities
- Lead coordination of equity and debt capital raises and M&A advisory transactions
- Prepare and review confidential information memoranda, management presentations, and marketing materials
- Develop comprehensive financial analyses and valuation models
- Conduct sector-specific and company due diligence
- Build relationships with senior bankers, corporate clients, private equity firms, and venture capital investors
- Mentor and train Analyst team members
Commitments
Professional development support
Location: New York City or San Francisco (in-office position)
Timeline: This is an active search with interviews beginning immediately.
Qualified candidates will be contacted promptly.
Not Met Priorities
What still needs stronger evidence
Requirements
- Investment banking background with Technology M&A experience (strong preference for closed deals)
- Advanced financial modeling and valuation analysis expertise in Excel
- Relevant FINRA licenses (SIE, Series 63, Series 79)
- Exceptional written and verbal communication skills with strong attention to detail
- Team-oriented work style with proven analytical capabilities
- Currently at A2A or Associate 2 level with proven transaction execution track record
- Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.)
- Ability to manage multiple workstreams in fast-paced environments
- Strong business judgment and strategic thinking
- Self-motivated with ownership mentality
- Passion for technology and financial services innovation
Preferred Skills
- Investment banking background with Technology M&A experience (strong preference for closed deals)
- Current or recent Technology sector experience strongly preferred
- Currently at A2A or Associate 2 level with proven transaction execution track record
- Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.)
- Ability to manage multiple workstreams in fast-paced environments
- Strong business judgment and strategic thinking
- Self-motivated with ownership mentality
- Passion for technology and financial services innovation
- Small deal teams enabling accelerated learning and responsibility
Education
- (Not required) – Undergraduate degree
A leading global financial services firm is seeking an A2A or Associate 2 level banker to join their Technology Investment Banking team. This premier investment bank serves thousands of institutional clients worldwide with a strong platform across fixed income and equity capital markets, M&A advisory, strategic advisory, and private placements.
As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Technology verticals.
Key Responsibilities
Lead coordination of equity and debt capital raises and M&A advisory transactions
Prepare and review confidential information memoranda, management presentations, and marketing materials
Develop comprehensive financial analyses and valuation models
Conduct sector-specific and company due diligence
Build relationships with senior bankers, corporate clients, private equity firms, and venture capital investors
Mentor and train Analyst team members
Required Qualifications
Undergraduate degree
Investment banking background with Technology M&A experience (strong preference for closed deals)
Advanced financial modeling and valuation analysis expertise in Excel
Relevant FINRA licenses (SIE, Series 63, Series 79)
Exceptional written and verbal communication skills with strong attention to detail
Team-oriented work style with proven analytical capabilities
Current or recent Technology sector experience strongly preferred
Ideal Candidate Profile
Currently at A2A or Associate 2 level with proven transaction execution track record
Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.)
Ability to manage multiple workstreams in fast-paced environments
Strong business judgment and strategic thinking
Self-motivated with ownership mentality
Passion for technology and financial services innovation
What We Offer
Small deal teams enabling accelerated learning and responsibility
Direct exposure to complex Technology transactions and senior leadership
Clear advancement opportunities and mentorship from experienced bankers
Collaborative, entrepreneurial culture with access to decision-making
Extensive institutional client relationships and global distribution platform
Highly competitive compensation including base salary, discretionary bonus, and long-term incentives
Comprehensive benefits package (health, dental, vision, 401(k) with match)
Professional development support
Location: New York City or San Francisco (in-office position)
Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.
As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Technology verticals.
Key Responsibilities
Lead coordination of equity and debt capital raises and M&A advisory transactions
Prepare and review confidential information memoranda, management presentations, and marketing materials
Develop comprehensive financial analyses and valuation models
Conduct sector-specific and company due diligence
Build relationships with senior bankers, corporate clients, private equity firms, and venture capital investors
Mentor and train Analyst team members
Required Qualifications
Undergraduate degree
Investment banking background with Technology M&A experience (strong preference for closed deals)
Advanced financial modeling and valuation analysis expertise in Excel
Relevant FINRA licenses (SIE, Series 63, Series 79)
Exceptional written and verbal communication skills with strong attention to detail
Team-oriented work style with proven analytical capabilities
Current or recent Technology sector experience strongly preferred
Ideal Candidate Profile
Currently at A2A or Associate 2 level with proven transaction execution track record
Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.)
Ability to manage multiple workstreams in fast-paced environments
Strong business judgment and strategic thinking
Self-motivated with ownership mentality
Passion for technology and financial services innovation
What We Offer
Small deal teams enabling accelerated learning and responsibility
Direct exposure to complex Technology transactions and senior leadership
Clear advancement opportunities and mentorship from experienced bankers
Collaborative, entrepreneurial culture with access to decision-making
Extensive institutional client relationships and global distribution platform
Highly competitive compensation including base salary, discretionary bonus, and long-term incentives
Comprehensive benefits package (health, dental, vision, 401(k) with match)
Professional development support
Location: New York City or San Francisco (in-office position)
Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.