Investment Banking Analyst (Tech M&A)
Kaizen Equity PartnersScottsdale, Arizona
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Job Description
Analyst – Investment Banking (M&A)
About Us
We are a fast-growing, software-focused middle market investment bank advising companies on M&A strategies and capital raises. Our team is highly collaborative, execution-driven, and committed to delivering exceptional outcomes for founders, investors, and management teams.
The Role
As an Analyst, you will play a critical role in supporting transaction execution and business development efforts. You will work closely with bankers on live M&A and capital-raising engagements while also assisting with pitch preparation and market research to support new client origination. This role is designed for high-performing early-career professionals who want hands-on exposure across both deal execution and firm growth initiatives.
What You Will Do
- Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
- Develop Technical Skills: Build and maintain financial models and analyses. Ensure accuracy, consistency, and attention to detail across all work product.
- Conduct Research and Diligence: Perform company, industry, and market research to support live transactions and strategic positioning. Help organize diligence materials, manage virtual data rooms, analyze client information, and summarize findings for senior team members.
- Support Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral.
- Prepare Deal and Pitch Materials: Create and refine pitch decks, confidential information memorandums, management presentations, and other client deliverables that are clear, well-structured, and presentation-ready.
- Collaborate with the Team: Work in a fast-paced, team-oriented environment alongside senior bankers and fellow Analysts to meet deadlines and support both execution and origination efforts.
- Gain Client Exposure: Participate in client calls, internal deal discussions, and pitch meetings to build understanding of transaction processes and client dynamics.
What We Are Looking For
- Internship or full time experience in investment banking, private equity, corporate development, consulting, accounting, finance, or a related field
- Strong analytical skills and a solid foundation in finance, accounting, and valuation concepts
- High attention to detail and a strong commitment to producing high-quality work
- Ability to learn quickly, take direction, and manage multiple tasks in a deadline-driven environment
- Clear, professional written and verbal communication skills
- Strong work ethic, intellectual curiosity, and desire to grow within investment banking
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FAQs About Investment Banking Analyst (Tech M&A) Jobs at Kaizen Equity Partners
What is the work location for this position at Kaizen Equity Partners?
This job at Kaizen Equity Partners is located in Scottsdale, Arizona, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Kaizen Equity Partners?
Employer has not shared pay details for this role.
What employment applies to this position at Kaizen Equity Partners?
Kaizen Equity Partners lists this role as a Full-time position.
What experience level is required for this role at Kaizen Equity Partners?
Kaizen Equity Partners is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Kaizen Equity Partners for this role?
Kaizen Equity Partners offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Kaizen Equity Partners?
You can apply for this role at Kaizen Equity Partners either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.