Moelis & Company · 1 week ago
Investment Banking Executive Director, Technology – San Francisco
San Francisco
Full-time
Onsite
Senior Level, Lead/Staff
$275K/yr - $275K/yr
8+ years expMoelis & Company is a financial advisory firm seeking an experienced Executive Director to join their Technology financial advisory practice in San Francisco. The role involves leading deal origination and execution for technology clients, managing client relationships, and overseeing quantitative analyses and investment scenarios.
BankingFinanceFinancial Services
Responsibilities
Lead deal origination and execution across M&A, capital raising, and strategic advisory assignments for a broad range of technology clients, from high-growth private companies to large-cap public corporations
Cultivate and manage key client relationships, with a particular focus on financial sponsors and their portfolio companies, acting as a trusted, long-term advisor
Oversee a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develop investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverage Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Work directly with Senior Vice Presidents and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Serve as a key thought leader on market trends, competitive dynamics, and valuation within specific technology sub-sectors
Qualification
Required
8+ years of investment banking experience, with a demonstrated track record of transaction execution and client management within the Technology sector
Deep expertise in public and private company M&A
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Public company M&A experience
An MBA from a top-tier business school or equivalent investment banking experience
Preferred
Experience with sponsor-led transactions is highly preferred
Company
Moelis & Company
Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
1001-5000 employees
H1B Sponsorship
Moelis & Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (47)
2024 (39)
2023 (13)
2022 (16)
2021 (6)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-04-16IPO
Leadership Team
Anuj Mathur
Managing Director
Carl Torrillo
Executive Director
Recent News
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