Investment Banking Analyst – Software and Services

Job Description

Analyst, Software and Services M&A | Macquarie Group

The Tone:
This is a full-time Analyst role at Macquarie Group, working within the U.S. Software and Services team, which has offices located in New York and Chicago. Macquarie Group is a global financial services organization operating across 30 markets, known for 57 years of unbroken profitability. The company partners with businesses, startups, and governments, connecting ideas to capital to drive innovation, growth, and create real-world impact through its corporate advisory, investing, development, and equities capabilities. As an Analyst, you will leverage your insights and expertise to assist clients in fulfilling their financial and strategic requirements, contributing to a better future by supporting their growth and innovation within the software and services sectors.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY or Chicago, IL
• Pay: $110000–$140000 yearly
• Team: U.S. Software and Services team
• Mission: Assist clients in meeting their financial and strategic needs by participating in advisory, capital raising, and principal transactions.
• Tech Stack: Microsoft Office applications, financial modelling

What You’ll Actually Do
• Client Advisory: Actively assist the U.S. Software and Services team’s clients in meeting their complex financial and strategic needs, contributing to their success and growth.
• Transaction Execution: Participate comprehensively in the full execution of diverse advisory, capital raising, and principal transactions, building on the team’s track record of over 190 transactions since 2018.
• Business Development: Support the proactive pursuit of new business opportunities across the Software and Services sector, contributing to the team’s expanding client base and deal flow.
• Portfolio Management: Engage in the diligent servicing of existing portfolio investments, including managing and monitoring both debt and equity positions to maximize value.
• Financial Analysis: Apply a strong understanding of financial statements, accounting principles, and general finance concepts to conduct thorough analyses and support strategic recommendations.

The Must-Haves
• Background: A Bachelor’s degree is required, specifically in finance, economics, or mathematics, to establish a foundational understanding for financial roles.
• Experience: Candidates should possess 1 to 3 years of prior experience working within investment banking, indicating practical exposure to the industry’s demands.
• Skills: Demonstrated proficiency in Microsoft Office applications, proven capability in financial modelling, and a solid understanding of financial statements, accounting, and finance are essential for success in this role.
• Bonus: Preferred experience includes a specific focus in Software, Business Services, or Technology, Media, and Telecom (TMT) M&A during previous investment banking roles.