Investment Banking Analyst | SaaS & Software
Bulge Bracket Standard (Base + Bonus)
The Opportunity
We are seeking a high-caliber Investment Banking Analyst to join our premier SaaS & Software coverage group. Unlike traditional "churn-and-burn" environments, our firm prioritizes a sustainable high-performance culture. We offer a direct, structured pathway to Associate for those looking to build a career here, or a dedicated "Exit Support" program for those targeting Private Equity placement.
The Role
As a SaaS Analyst, you will be at the intersection of high-growth technology and complex M&A. You will move beyond simple financial modeling to become a true student of the "SaaS Economy," analyzing recurring revenue metrics, unit economics, and cloud-based business models.
Key Responsibilities:
Transaction Execution: Support all aspects of M&A, capital raising, and strategic advisory for SaaS and enterprise software clients.
Financial Engineering: Build complex three-statement models, DCFs, LBO analyses, and SaaS-specific metrics (CAC/LTV, Net Retention, Rule of 40).
Strategic Content: Draft high-quality pitch decks, CIMs, and management presentations that tell a compelling story to investors and strategic acquirers.
Deal Management: Take an active role in due diligence, data room management, and direct client interaction early in your tenure.
Why This Role is Different
Direct Path to Associate: We hire with the intention of promoting. If you perform, your seat at the Associate level is guaranteed without the need for an MBA or external re-application.
Exit Strategy Support: For those interested in the buy-side, our senior leadership leverages deep industry ties to help you navigate and secure roles at top-tier Private Equity firms.
Optimized Work-Life Balance: We operate on a "Quality over Quantity" model. While deal sprints are expected, we eliminate "busy work" and prioritize efficiency, ensuring you have the bandwidth to maintain a life outside the office.
Top-of-Market Pay: You will receive a compensation package (Base + Bonus) that is fully competitive with Bulge Bracket banks.
The Profile
Experience: 1–2 years of experience in Investment Banking, Transaction Services (Big 4), or a specialized Boutique.
Technical Mastery: Exceptional Excel skills and a deep understanding of financial accounting.
SaaS Fluency: A genuine interest in the software sector and an understanding of how cloud companies scale.
Education: A stellar academic record from a top-tier university.
Mindset: A proactive, "owner-operator" mentality. You don't just fill in the cells; you understand the "why" behind the numbers.