M&A Associate – Technology

• Drive work forward in partnership with analysts
• Gain exposure to clients and senior bankers
• Participate in the full lifecycle of multiple client engagements
• Lead multiple work streams while maintaining quality
• Own outcomes and advance tasks from start to finish
• Build relationships across deal teams and firm colleagues
• Deliver accurate, high-quality, client-ready work products
• Manage work streams and deadlines for consistent, on-time execution
• Translate data and analysis into actionable insight and deal strategy
• Contribute to client recommendations in M&A and private capital advisory engagements
• Attend deal team meetings in person
• Respond quickly to emails and calls in an on-call role

• Ability to work in the U.S. without sponsorship
• Ability to work in an on-call, in-office role
• Willingness to attend deal team meetings in person
• Willingness to work long hours
• Motivated by challenge, with demonstrated academic performance and prior work experience
• Curiosity and proactive learning agility
• Ability to articulate ideas clearly and tailor communication to the audience, verbally and in writing
• Ability to identify trends in complex data sets and explain their impact
• Understanding of Capital IQ and Fact Set
• Understanding of Excel formulas, data validation, tables, and conditional formatting
• Ability to build clear, client-ready PowerPoint materials
• Working understanding of income statement, cash flow statement, and balance sheet connections
• Willingness to deepen accounting, valuation, and financial modeling expertise
• Comfort using and directing AI tools while retaining ownership of quality, accuracy, and judgment
• Ability to lead multiple work streams while maintaining quality
• Ability to deliver accurate, high-quality, client-ready work products
• Ability to manage work streams and deadlines
• University/college degree typically required for roles at this level
• 5+ years of industry-relevant experience stated in the qualifications section
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• Must submit a combined resume and cover letter as one PDF
• Must complete a Suited profile

Demonstrates expertise in managing multiple work streams and delivering high-quality, client-ready work products in M&A and private capital advisory engagements. Proficient in data analysis, financial modeling, and effective communication tailored to diverse audiences.

• M&A Advisory
• Financial Modeling
• Data Analysis
• Capital IQ
• Fact Set

• Excel Formulas
• Data Validation
• PowerPoint Materials
• Income Statement Understanding
• Cash Flow Statement Understanding
• Balance Sheet Understanding
• Valuation Expertise
• Financial Modeling Expertise
• Trend Identification
• AI Tools Utilization

• Clear Communication
• Proactive Learning Agility
• Relationship Building
• Motivation by Challenge
• Quality Ownership

• Client Engagements
• Deal Strategy
• On-Call Role
• Long Hours
• University Degree
• Industry-Relevant Experience