Progress Partners · 1 week ago
Investment Banking Analyst - Technology
Progress Partners is a financial services firm focused on building value for the digital future. They are seeking an Investment Banking Analyst to support M&A and Capital Markets transactions, requiring strong financial skills and the ability to work in a fast-paced environment.
FinanceSoftwareMedia and EntertainmentAdvertisingMarketingFinancial Services
Responsibilities
Prepare and assist in the preparation of proposals, client presentations, and transaction materials
Conduct company and industry research and develop expert industry knowledge
Develop marketing materials, complex financial analyses and models, and ensure data integrity and accuracy of all deliverables
Monitor campaigns, coordinate meetings, and prepare and actively participate in weekly updates
Engage in due diligence processes, including data room management and coordination between all stakeholders (internal and external)
Establish and maintain the respect and trust of clients
Recruit, supervise, and develop interns
Perform other duties and responsibilities as assigned
Qualification
Required
6-12 months of experience in investment banking, transaction advisory, corporate development, or other similar experience (including co-ops and internships)
Bachelor's degree with a strong academic record required; finance/accounting, business, economics majors preferred
Knowledge of M&A and capital raising practices is essential
Solid finance/accounting knowledge; ability to analyze and value businesses
Exceptional interpersonal and presentation skills
Team player mentality combined with the ability to work independently
Excellent analytical, creative, and strategic thinking skills
Strict attention to detail and advanced note taking abilities
Strong organizational skills with the ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
Prior experience with accounting, financial or market data, databases, or analysis tools
Preferred
Prior experience in executing M&A transactions in Technology verticals is highly preferred
Benefits
Comprehensive benefits package (heath, dental, vision, pre-tax spending accounts, life/disability insurance)
401(k) with potential of profit sharing and other company contributions
Paid vacation, sick leave, and holidays (firm-wide closure for a week in December)
Company
Progress Partners
Progress Partners is a corporate advisory firm that works with buyers and sellers of companies to complete M&A or private transactions.
Funding
Current Stage
Early StageLeadership Team
Recent News
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