Tech M&A Investment Banking Full-Time Associate, Boston (2025 Start)
Boston, MA
Associate /
Full-Time Associate /
On-site
About Aeris Partners
Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.
Associate Job Description
We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms.
Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities.
Specific responsibilities include:
- Participate meaningfully in all aspects of transaction development and execution
- Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more
- Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction
- Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends
Desired skills and experience:
- MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
- Exceptional work ethic – self-starter, driven and hard working with a passion for excellence
- Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
- Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
- Creative and entrepreneurial mindset; ability to multitask and manage time effectively
- Unwavering commitment to conducting business with the highest degree of integrity and professionalism
- High level of attention to detail
- Outstanding leadership skills with an ability to manage and mentor junior professionals
- Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment
- Must be eligible to work permanently in the United States
