Investment Banking Associate - Technology
Location: Charlotte, NC
Compensation: $175,000 - $225,000 Base Salary + Annual Bonus + Comprehensive Benefits
About the Firm
Our client is a leading middle-market investment bank with a nationally recognized Technology Investment Banking practice. The firm advises founder-owned, private equity-backed, and publicly traded companies on mergers & acquisitions, capital raising, and strategic advisory transactions.
The Technology team is widely regarded for its deep sector expertise and strong relationships across the software, SaaS, technology-enabled services, IT services, cybersecurity, cloud infrastructure, fintech, and digital transformation ecosystems. The platform offers a highly collaborative culture, consistent deal flow, and a reputation for executing complex transactions on behalf of high-growth businesses and financial sponsor clients.
The Opportunity
Our client is seeking an Investment Banking Associate to join its Technology team in Charlotte. The Associate will play a key role in transaction execution, financial analysis, client presentations, and business development initiatives across a variety of technology-focused engagements.
This position offers the opportunity to work directly with senior bankers and clients while gaining exposure to some of the most active and dynamic sectors within the technology landscape.
Key Responsibilities
- Execute M&A, capital raising, and strategic advisory engagements for technology clients
- Develop and maintain detailed financial models, including operating models, valuation analyses, merger models, and LBO analyses
- Prepare pitch books, confidential information memorandums (CIMs), management presentations, and board materials
- Conduct company, industry, and market research across multiple technology verticals
- Manage due diligence processes and coordinate with clients, investors, legal counsel, and other advisors
- Support senior bankers in originating new business opportunities and maintaining client relationships
- Provide mentorship and oversight to junior analysts while contributing to a collaborative team environment
Sector Focus
The team advises clients across a broad range of technology subsectors, including:
- Software & SaaS
- Vertical Software
- Technology-Enabled Services
- IT Services & Digital Transformation
- Managed Services
- Cybersecurity
- Cloud & Infrastructure Services
- Data & Analytics
- FinTech
- AI & Automation
- Communications & Digital Infrastructure
Qualifications
- 3-5 years of investment banking experience
- Technology investment banking experience strongly preferred
- Demonstrated experience supporting M&A, capital raising, or strategic advisory transactions
- Advanced financial modeling and valuation skills
- Strong analytical, communication, and presentation abilities
- Exceptional attention to detail and project management capabilities
- Ability to manage multiple transactions and deadlines in a fast-paced environment
- Bachelor's degree with a strong academic record
Why Join?
- Opportunity to join a highly active and growing technology investment banking platform
- Consistent exposure to live transactions across high-growth technology sectors
- Meaningful client interaction and responsibility from day one
- Strong mentorship from experienced technology investment bankers
- Collaborative culture with significant opportunities for career progression
- Exposure to leading software, SaaS, and technology-enabled services businesses
- Competitive compensation package with strong bonus potential
Compensation
- Base Salary: $175,000 - $225,000
- Performance-Based Bonus
- Comprehensive Benefits Package
- Long-Term Career Advancement Opportunities