What are the responsibilities and job description for the Investment Banking Associate Tech M&A (global middle market) position at Prospect Rock Partners?
Our Client, a global advisory firm, is seeking an Associate to join its Technology Investment Banking team in New York.
The role offers significant client interaction, transaction leadership, and exposure to a highly active middle-market technology platform with a strong presence across software, fintech, tech-enabled services, cybersecurity, and digital infrastructure.
Key Responsibilities
The team is particularly interested in candidates with experience advising companies within:
The role offers significant client interaction, transaction leadership, and exposure to a highly active middle-market technology platform with a strong presence across software, fintech, tech-enabled services, cybersecurity, and digital infrastructure.
Key Responsibilities
- Lead the execution of M&A transactions, including sell-side, buy-side, recapitalization, and strategic advisory assignments.
- Manage all aspects of transaction processes, including due diligence, buyer outreach, process coordination, valuation analysis, and negotiation support.
- Oversee the preparation of client presentations, marketing materials, financial models, valuation analyses, and board materials.
- Serve as a primary day-to-day contact for clients, private equity investors, legal counsel, and other transaction stakeholders.
- Develop and maintain relationships with private equity firms, strategic acquirers, and technology executives.
- Mentor, train, and manage Analysts, ensuring high-quality execution and professional development.
- Contribute to the continued growth of the Technology practice through sector expertise, market intelligence, and thought leadership.
The team is particularly interested in candidates with experience advising companies within:
- Software / SaaS
- FinTech
- Tech-Enabled Services
- Cybersecurity
- Data & Analytics
- Digital Infrastructure
- IT Services
- Internet & Digital Commerce
- Artificial Intelligence & Emerging Technologies
- 3-4 years of investment banking experience, including substantial M&A transaction execution experience.
- Prior experience within a Technology, TMT, Software, FinTech, or Tech-Enabled Services investment banking practice preferred.
- Demonstrated ability to independently manage multiple transaction workstreams simultaneously.
- Advanced financial modeling, valuation, and analytical capabilities.
- Strong understanding of software and recurring revenue business models.
- Excellent communication, presentation, and client management skills.
- Proven leadership experience managing and developing junior bankers.
- Bachelor's degree required.
- Opportunity to work alongside a nationally recognized Technology Investment Banking platform.
- Significant responsibility and direct exposure to senior clients and sponsors.
- Collaborative, entrepreneurial culture with a lean team structure.
- Consistent deal flow across sponsor-backed and founder-owned technology companies.
- Clear path towards VP and senior leadership advancement for top performers.
Salary : $165,000 - $180,000