2027 Investment Banking Analyst

and the job listing Expires on August 22, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

We’re looking to add highly motivated and resourceful junior bankers to our team in helping lead our transaction execution and marketing efforts. Shea & Company’s Analysts are key members of the team who have significant client-facing responsibilities and are involved in all aspects of deal execution across the firm’s M&A and private placement transactions.

Software is a vibrant and dynamic segment of the technology market, with products, technologies and markets constantly evolving and being redefined. Shea & Company’s clients are at the forefront of these innovations as we spend our time conducting fundamental market research, advising industry leading software companies on M&A and focusing 100% of our efforts across enterprise software. We do not expect our Analysts to join us as "industry experts" in software, but candidates for the role must be eager to learn about technology, financial analysis and the process of maximizing value for the client and their shareholders.

We’re looking for Analysts in our Boston office. The position offers a diverse set of responsibilities: executing live transactions, generating marketing and pitch materials, building financial models and creating industry thought pieces and software market maps within specific software verticals.

• Compile various financial analyses, including projection models, valuation materials and data pack
• Assist in subsector coverage and research, as well as the creation of associated market primers
• Prepare pitchbooks, management presentations and related materials for clients
• Drive the execution of live engagements and the creation of new business in concert with the broader team

The ideal candidate, upon joining our team, has a Bachelor’s degree and an excellent academic track record from a leading undergraduate college or university. A strong intellect, ability to work in a team environment, demonstrated analytical and communication skills, willingness to take initiative and excellent attention to detail are required. Experience in software or knowledge of the industry would is valued, as well.

See below for a list of all qualifications:

• Final year undergraduate or graduate students with strong quantitative and problem solving skills
• Successful completion of coursework in finance, accounting, economics, or related fields
• Self-starter with a strong work ethic and ability to multi-task
• Superior written and oral communication ability
• Proficiency using Microsoft Excel and Power Point
• Interest in technology market trends
• Prior internship experiences in investment banking, consulting, venture capital or private equity are a plus, but not required
• Must be authorized to work in the United States

Shea & Company is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients. We provide comprehensive and objective advice to the emerging and established leaders in the software industry on strategic and financial matters that impact their ultimate success. We have offices in Boston and San Francisco and have undertaken projects with clients throughout North America, Europe, Israel and Australia.

Since our firm’s inception in 2005 we have advised on over 175 transactions, representing over $60 billion in advised deal value.