Investment Banking Executive Director, Technology - San Francisco
Moelis & Company
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.