Kaizen Equity Partners · 1 day ago
Investment Banking Analyst (Tech M&A)
Scottsdale, AZ
Full-time
Onsite
New Grad, Entry LevelKaizen Equity Partners is a fast-growing, software-focused middle market investment bank that advises companies on M&A strategies and capital raises. The Analyst role involves supporting transaction execution, conducting market research, and assisting with business development initiatives to drive firm growth.
AdviceBankingFinancial Services
Hiring Manager
Zach Haarer
Responsibilities
Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials
Develop Technical Skills: Build and maintain financial models and analyses. Ensure accuracy, consistency, and attention to detail across all work product
Conduct Research and Diligence: Perform company, industry, and market research to support live transactions and strategic positioning. Help organize diligence materials, manage virtual data rooms, analyze client information, and summarize findings for senior team members
Support Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral
Prepare Deal and Pitch Materials: Create and refine pitch decks, confidential information memorandums, management presentations, and other client deliverables that are clear, well-structured, and presentation-ready
Collaborate with the Team: Work in a fast-paced, team-oriented environment alongside senior bankers and fellow Analysts to meet deadlines and support both execution and origination efforts
Gain Client Exposure: Participate in client calls, internal deal discussions, and pitch meetings to build understanding of transaction processes and client dynamics
Qualification
Required
Internship or full time experience in investment banking, private equity, corporate development, consulting, accounting, finance, or a related field
Strong analytical skills and a solid foundation in finance, accounting, and valuation concepts
High attention to detail and a strong commitment to producing high-quality work
Ability to learn quickly, take direction, and manage multiple tasks in a deadline-driven environment
Clear, professional written and verbal communication skills
Strong work ethic, intellectual curiosity, and desire to grow within investment banking
Company
Kaizen Equity Partners
Kaizen Equity Partners is a sell-side investment bank for software and internet businesses.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase