Investment Banking Professional – Software and Services

Job Description

Analyst/Associate, Software and Services M&A | Macquarie Group

The Tone:
This is a full-time role at Macquarie Group, primarily based in the New York City Metropolitan Area, with the U.S. Software and Services team also operating out of Chicago. Macquarie is a robust global financial services group, successfully operating in 30 markets and maintaining 57 years of unbroken profitability. The U.S. Software and Services team specifically provides comprehensive investment banking and principal investment solutions to clients on a global basis. In this position, you will be empowered to shape a fulfilling career, bringing your unique insights and expertise to create significant value for clients and make an impact for a better future. Your contributions will be vital in assisting clients with their critical financial and strategic needs, as well as participating actively in high-value transactions. Since 2018, this dedicated team has successfully executed over 190 transactions with a combined transaction value exceeding $50 billion, spanning M&A, debt, equity, and principal products.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York City Metropolitan Area
• Pay: $110000–$175000 yearly
• Team: U.S. Software and Services team, providing full-service investment banking and principal investment solutions.
• Mission: Assist clients in meeting their financial and strategic needs by actively participating in the execution of advisory, capital raising, and principal transactions, and fostering new business opportunities.
• Tech Stack: Microsoft Office applications

What You’ll Actually Do
• Client Relationship Management: Assist clients in meeting their financial and strategic needs by providing support and insights.
• Transaction Execution: Participate actively in the full execution cycle of advisory, capital raising, and principal transactions.
• Business Development: Engage in the pursuit of new business opportunities, helping to expand the team’s reach and impact.
• Investment Servicing: Contribute to the servicing of existing portfolio investments, including both debt and equity positions.

The Must-Haves
• Background: Requires a Bachelor’s degree in finance, economics, or mathematics, providing a foundational understanding relevant to investment banking.
• Experience: 1-4 years of experience within investment banking, with a demonstrated proficiency in using Microsoft Office applications and constructing financial models.
• Skills: Possess a strong understanding of financial statements, accounting principles, and core finance concepts.
• Bonus: Prior M&A experience specifically within the Software, Business Services, or Technology, Media, Telecom sectors is preferred.