What are the responsibilities and job description for the Investment Banking Associate position at Alexander Chapman?
I’m currently working with a highly regarded boutique technology investment bank that is looking to add talented Investment Banking Associates and Vice Presidents to their growing team in Boston or San Francisco.
This is an exciting opportunity to join a lean, entrepreneurial platform where bankers have the opportunity to take on meaningful responsibility, gain direct exposure to senior leadership, and play a key role in executing high-impact transactions across the technology landscape.
The team focuses on advising innovative companies across SaaS, enterprise software, technology-enabled services, fintech, and other high-growth technology sectors. Unlike larger platforms, this environment provides professionals with significantly more ownership across the full deal lifecycle, including client interaction, transaction strategy, financial analysis, valuation, marketing materials, and execution.
Key Responsibilities:
- Execute M&A and strategic advisory transactions for high-growth technology companies
- Build and maintain detailed financial models, valuation analyses, and transaction materials
- Support and manage deal execution from pitch through closing
- Work closely with senior bankers, company executives, investors, and strategic acquirers
- Prepare CIMs, management presentations, teasers, and other client-facing materials
- Participate in due diligence processes and coordinate with internal and external stakeholders
Ideal Background:
- Investment Banking Associate or Vice President with experience in M&A
- Strong preference for candidates with exposure to technology, SaaS, software, fintech, or tech-enabled services
- Boutique or middle-market investment banking experience strongly preferred
- Strong financial modeling and transaction execution skills
- Entrepreneurial mindset with the ability to thrive in a lean team environment
This is a great opportunity for someone who wants to move away from a highly structured environment and gain greater deal ownership, closer senior-level exposure, and more meaningful involvement throughout the transaction process.
If you’re interested in learning more, I’d be happy to share additional details and discuss whether this could align with your background and career goals.