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Job Details

Moelis logo
Investment Banking

Investment Banking Executive Director, Technology – San Francisco

at Moelis

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

Senior-level role leading deal origination and execution across M&A, capital raising, and strategic advisory for technology clients, ranging from high-growth private companies to large-cap public corporations. The Executive Director will cultivate key client relationships (including financial sponsors), oversee quantitative valuation and financial modeling, and develop presentation and capital markets materials. The role involves supervising junior staff, providing market thought leadership within technology sub-sectors, and working closely with senior bankers on transaction marketing and execution.

Compensation
$275,000+ USD

Currency: $ (USD)

City
San Francisco
Country
United States

Full Job Description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

We are currently seeking an experienced Executive Director to join our Technology financial advisory practice in San Francisco.

Primary Responsibilities:

  • Lead deal origination and execution across M&A, capital raising, and strategic advisory assignments for a broad range of technology clients, from high-growth private companies to large-cap public corporations.

  • Cultivate and manage key client relationships, with a particular focus on financial sponsors and their portfolio companies, acting as a trusted, long-term advisor.

  • Oversee a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations.

  • Develop investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections.

  • Leverage Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.

  • Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector.

  • Work directly with Senior Vice Presidents and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing.

  • Serve as a key thought leader on market trends, competitive dynamics, and valuation within specific technology sub-sectors.

Required Skills & Experience:

  • 8+ years of investment banking experience, with a demonstrated track record of transaction execution and client management within the Technology sector.

  • Deep expertise in public and private company M&A. Experience with sponsor-led transactions is highly preferred.

  • Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level

  • Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector.

  • Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills.

  • Ability to effectively adapt to and address changing client and firm needs.

  • Public company M&A experience.

Education:

  • An MBA from a top-tier business school or equivalent investment banking experience

Expected Salary: USD $275,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Job Details

Moelis logo
Investment Banking

17 days ago

clicks

Investment Banking Executive Director, Technology – San Francisco

at Moelis

ExperiencedNo visa sponsorship

$275,000+

USD

City: San Francisco

Country: United States

Senior-level role leading deal origination and execution across M&A, capital raising, and strategic advisory for technology clients, ranging from high-growth private companies to large-cap public corporations. The Executive Director will cultivate key client relationships (including financial sponsors), oversee quantitative valuation and financial modeling, and develop presentation and capital markets materials. The role involves supervising junior staff, providing market thought leadership within technology sub-sectors, and working closely with senior bankers on transaction marketing and execution.

Full Job Description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

We are currently seeking an experienced Executive Director to join our Technology financial advisory practice in San Francisco.

Primary Responsibilities:

  • Lead deal origination and execution across M&A, capital raising, and strategic advisory assignments for a broad range of technology clients, from high-growth private companies to large-cap public corporations.

  • Cultivate and manage key client relationships, with a particular focus on financial sponsors and their portfolio companies, acting as a trusted, long-term advisor.

  • Oversee a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations.

  • Develop investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections.

  • Leverage Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.

  • Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector.

  • Work directly with Senior Vice Presidents and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing.

  • Serve as a key thought leader on market trends, competitive dynamics, and valuation within specific technology sub-sectors.

Required Skills & Experience:

  • 8+ years of investment banking experience, with a demonstrated track record of transaction execution and client management within the Technology sector.

  • Deep expertise in public and private company M&A. Experience with sponsor-led transactions is highly preferred.

  • Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level

  • Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector.

  • Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills.

  • Ability to effectively adapt to and address changing client and firm needs.

  • Public company M&A experience.

Education:

  • An MBA from a top-tier business school or equivalent investment banking experience

Expected Salary: USD $275,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.