Investment Banking Associate – Technology

Job Description

Investment Banking Associate – Technology | Cantor Fitzgerald

The Tone:
This is a full-time role at Cantor Fitzgerald, located in New York, NY. As a prominent employer, Cantor Fitzgerald offers a platform for significant professional growth within financial services. This Investment Banking Associate position is essential for supporting critical capital raises and advisory transactions, playing a direct role in the growth and build-out of the firm’s Technology Investment Banking platform. The role contributes significantly to client engagement and new business generation within the technology sector.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $150000–$225000 yearly
• Mission: This role coordinates financial transactions and provides analytical support to build out the Technology Investment Banking platform.
• Tech Stack: Bloomberg, Capital IQ, FactSet, Thomson One, MS Excel, MS PowerPoint

What You’ll Actually Do
• Coordinate Transactions: Coordinate the end-to-end processes for capital raises and advisory transactions.
• Model Financials: Construct complex financial models, including leveraged buyout, accretion-dilution, discounted cash flow, and company comparable analyses, to evaluate deal structures.
• Produce Client Materials: Prepare essential client-facing documents such as offering memoranda, proposals, and other written materials for client meetings.
• Drive Business Development: Perform research and conduct various analyses to support new business generation and the expansion of the Technology Investment Banking platform.
• Engage Stakeholders: Lead and participate in drafting sessions for underwriting assignments, conducting industry due diligence, and interacting with corporate clients, private equity firms, venture capital firms, and senior bankers.

The Must-Haves
• Background: Requires a bachelor’s degree or foreign equivalent in Finance, Economics, Business, or a related field. This role is positioned for an Investment Banking Associate.
• Experience: Possess two (2) years of experience in a Financial or Investment Analysts role. Must include significant experience with financial and valuation analysis, specifically constructing discounted cash flow (DCF), M&A accretion/dilution, and leveraged buyout (LBO) scenario analyses. Prior experience should also cover structuring M&A, IPOs, and debt issuance deals, encompassing terms negotiations, legal frameworks, and analyzing deal risks and benefits, as well as conducting industry and company due diligence within investment banking transaction processes.
• Skills: Proficiency in MS Excel and MS PowerPoint for complex financial modeling, data analysis, and presentations. Demonstrated ability to utilize financial databases such as Bloomberg, Capital IQ, FactSet, and Thomson One for market research and analytics.