Presidio Technology Partners · 6 hours ago
Investment Banking Associate
Larkspur, CA
Full-time
Onsite
Mid, Senior Level
$175K/yr - $225K/yr
3+ years expPresidio Technology Partners is a leading boutique investment bank providing corporate finance advisory services to high growth companies across North America. The Associate will play a critical role in deal execution and mentoring analysts, working directly with clients and senior bankers in the technology investment banking team.
AdviceFinanceFinancial Services
Responsibilities
Detailed Financial Modeling: construct and maintain complex financial models and revenue by customer waterfalls. Deep knowledge of gross and net revenue retention calculations, and other SaaS KPIs is highly valued (logo retention, revenue bridge, ARPA growth, cross-sell and upsell analyses, etc.)
Marketing Materials: Prepare presentations, pitch books, teasers, confidential information memoranda and other marketing materials
Valuation Analyses: create and maintain precedent transactions, public trading comparables, and merger models. Conduct in-depth industry research and demonstrate key valuation drivers for valuing SaaS companies
Management / Mentoring: Support senior bankers in driving day-to-day deal execution while also managing and mentoring a team of analysts
Client Interaction: Small deal teams and Presidio’s strong deal execution history afford the associate with a unique opportunity to work directly with senior executive management teams. Associates have a critical role and participate in all phases of the transaction process (including the initial pitch, client meetings during materials preparation, meetings with potential investors/buyers during marketing & due diligence and helping to maintain the client relationship post close)
Qualification
Required
Undergraduate degree in business, economics, accounting or a related field
At least three years of technology investment banking experience
Strong understanding of the financial statements
Strong quantitative and analytical skills
Superior Excel Skills
Outstanding integrity, ethics, and judgment
Intellectual curiosity and resourceful self-starter
Outstanding organizational skills with proven ability to multitask in a fast-paced environment
Outstanding writing skills, including the ability to synthesize key investment merits
Strong project management - ability to manage a variety of transactions and projects simultaneously with extreme attention to detail
Ability to professionally interact with a blue-chip roster of clients, strategic acquirers and financial sponsors
Highly proficient with Microsoft Word, Excel, and PowerPoint
Live in the San Francisco Bay Area (or be willing to relocate)
Preferred
Prior investment banking experience at bulge bracket firms or other elite boutique banks
A background in technology, such as technology banking or consulting, or an undergraduate degree and/or work experience in a technology/engineering field
Company
Presidio Technology Partners
Presidio Technology Partners offers equity capital raising, mergers, and acquisitions advisory services for the SaaS companies..
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Bill Lamm
Managing Partner
Company data provided by crunchbase