Investment Banking Associate

About Shea & Company

Software is a vibrant and dynamic segment of the technology ecosystem, with products and technologies in a state of constant evolution. Our clients are at the forefront of innovation in these disruptive and important markets.  Shea & Company is a software-focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients. We provide comprehensive and objective advice to the emerging and established leaders in the software industry on strategic and financial matters that impact their ultimate success. We have offices in Boston and San Francisco and have advised on transactions representing more than $50 billion in value across the strategic acquirer and financial investor landscape, with clients in the U.S., Canada, Europe, APAC and Israel.

 

Key Responsbilities

We are seeking a motivated and experienced Investment Banking Associate to join our Boston team. Our associates work directly with senior bankers and clients, supporting all aspects of the sourcing and execution of high-profile transactions and the overall development of strategic initiatives for the firm.

• Assist in managing live deal processes, including facilitating and performing due diligence, preparing client deliverables, and engaging with relevant stakeholders (client teams, board members, potential buyers) throughout each phase of the deal.
• Build and refine bottoms up financial models and conduct in-depth valuations reflecting a number of different transaction scenarios
• Perform extensive financial analyses and provide critical insights to inform client decisions and drive strategic recommendations.
• Develop detailed sector market research and industry thought pieces as well as other marketing materials, and synthesize relevant information for prospective clients
• Serve as a player-coach and mentor for analysts on the team

 

Qualifications & Experience 

The ideal candidate has prior investment banking experience and is highly analytical, proactive, and eager to operate within a collaborative environment that rewards both individual initiative and team success. Experience in software or knowledge of the industry if preferred. See below for a list of all qualifications:

• Bachelor’s degree or equivalent from a top tier education institution
• Minimum of 2 years of work experience in investment banking
• Self-starter with a strong work ethic, attention to detail, and ability to multi-task
• Exceptional quantitative skills and a grasp of all relevant financial and accounting concepts
• Strong analytical abilities
• Superior written and oral communication ability
• Proficiency using Microsoft Excel and PowerPoint
• Interest in technology market trends
• Must be authorized to work in the United States