EGIS Careers
Investment Banking Analyst – Job Description
Position Overview
A software/SaaS tech M&A firm is seeking a Senior Analyst or Associate responsible for supporting senior bankers in executing mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. Analysts perform financial analysis, build valuation models, prepare client presentations, and conduct industry and company research.
Key Responsibilities
Build and maintain financial models, including:
Discounted Cash Flow (DCF)
Comparable Company Analysis
Precedent Transaction Analysis
LBO and merger models (as required)
Prepare pitch books, presentations, and marketing materials for clients
Conduct financial, industry, and market research
Analyze financial statements and assess company performance
Assist in due diligence and transaction execution
Support senior bankers during live deals and client meetings
Coordinate with internal teams (legal, accounting, compliance)
Monitor market trends and relevant news
Required Qualifications
Minimum of 1 year of specific Software and/or SaaS sector specific M&A experience at a competing investment bank
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
Strong analytical and quantitative skills
Solid understanding of corporate finance and valuation concepts
Proficiency in Microsoft Excel and PowerPoint
High attention to detail and accuracy
Ability to work long hours in a fast-paced, deadline-driven environment
Strong written and verbal communication skills
Preferred Qualifications
Prior full-time experience in software/SaaS/Tech investment banking, finance, consulting, or accounting
Familiarity with financial databases (Bloomberg, Capital IQ, FactSet)
Basic knowledge of accounting principles
Exposure to modeling or valuation coursework
Key Skills & Competencies
Financial modeling and valuation
Problem-solving and critical thinking
Time management and multitasking
Teamwork and professionalism
Strong work ethic and resilience
Work Environment
Fast-paced, high-pressure setting
Long and irregular hours, especially during live transactions
High level of responsibility and learning opportunities
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Key Responsibilities
Build and maintain financial models, including:
Discounted Cash Flow (DCF)
Comparable Company Analysis
Precedent Transaction Analysis
LBO and merger models (as required)
Prepare pitch books, presentations, and marketing materials for clients
Conduct financial, industry, and market research
Analyze financial statements and assess company performance
Assist in due diligence and transaction execution
Support senior bankers during live deals and client meetings
Coordinate with internal teams (legal, accounting, compliance)
Monitor market trends and relevant news
Required Qualifications
Minimum of 1 year of specific Software and/or SaaS sector specific M&A experience at a competing investment bank
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
Strong analytical and quantitative skills
Solid understanding of corporate finance and valuation concepts
Proficiency in Microsoft Excel and PowerPoint
High attention to detail and accuracy
Ability to work long hours in a fast-paced, deadline-driven environment
Strong written and verbal communication skills
Preferred Qualifications
Prior full-time experience in software/SaaS/Tech investment banking, finance, consulting, or accounting
Familiarity with financial databases (Bloomberg, Capital IQ, FactSet)
Basic knowledge of accounting principles
Exposure to modeling or valuation coursework
Key Skills & Competencies
Financial modeling and valuation
Problem-solving and critical thinking
Time management and multitasking
Teamwork and professionalism
Strong work ethic and resilience
Work Environment
Fast-paced, high-pressure setting
Long and irregular hours, especially during live transactions
High level of responsibility and learning opportunities
#J-18808-Ljbffr