Associate, Investment Banking - Technology - London

Job description

We are passionate about our business and our culture, and are seeking individuals with that same drive. About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia Overview of the Technology Team Moelis & Company’s Technology investment banking team is a dedicated sector group advising leading technology, media and telecom (TMT) companies and — in particular — the financial sponsors that own them, across the US, UK, Europe and globally. The team works as part of the Firm’s global Technology franchise, with a core focus on sponsor-led sell-side M&A processes and technology capital markets. Our mandate is predominantly financial-sponsor M&A — sponsor-to-sponsor sales, public-to-private situations, and minority & growth investments, complemented by strategic advisory and advice on continuation vehicles/financing. Sector coverage spans across the Technology landscape including horizontal & vertical software and data & analytics. At Moelis, we foster a client-centric, entrepreneurial environment that empowers Associates to assume early responsibility, engage directly with senior bankers and financial sponsor clients, and contribute meaningfully to high-profile technology transactions. Position Description: We are seeking an Associate to join our Technology investment banking team. This role is suited to a high-performing banker with prior technology / TMT M&A experience — ideally on sponsor-led sell-side processes — strong analytical and execution capabilities, and a genuine interest in the technology sector. The Associate will play a key role in the execution of sell-side mandates and financing transactions, financial sponsor coverage, and business development across the team’s technology franchise. Responsibilities: Perform detailed quantitative and qualitative financial analysis, including valuation work (DCF, LBO, public comparable companies, and precedent transactions) and software/SaaS-specific analyses (ARR build, cohort and retention, net revenue retention, and Rule-of-40). Develop and maintain complex three-statement operating models and LBO / sponsor returns models to support transaction evaluation and client decision-making. Lead the preparation of sell-side marketing materials, including information memoranda (CIMs), management presentations, teasers, sponsor / investment-committee materials, and pitch books. Conduct company, industry, and market research to identify actionable sell-side opportunities, acquisition targets, and strategic trends for financial sponsor and corporate clients across the technology landscape. Support senior team members across all aspects of transaction execution, including due diligence coordination (VDD, virtual data room, and buyer Q&A), process management, and liaison with clients, sponsors, and external advisors. Build and maintain strong relationships with financial sponsors, founders, and management teams through responsiveness, attention to detail, and a deep understanding of client objectives. Mentor and supervise analysts, assigning and reviewing workstreams to ensure quality and adherence to deadlines. Contribute to business development through idea generation, sponsor and sector mapping, and preparation of client-ready materials. Qualifications and Experience Strong analytical, financial modelling, and presentation skills. Solid understanding of accounting, corporate finance, and valuation methodologies, including software / SaaS and other technology operating metrics. Minimum of 3 years of relevant experience in investment banking (technology / TMT M&A or corporate finance); experience at a sponsor-focused or sell-side advisory practice, or in technology-focused private equity, is particularly relevant. Direct sector experience in technology is strongly preferred — across software (vertical and horizontal application software) and / or data & analytics an advantage. Demonstrable execution experience on at least 4–6 technology transactions, with a focus on sponsor-led sell-side M&A, of which a minimum of 2–3 should have reached signing or completion; prior experience working with or advising financial sponsors is essential. Demonstrated client-focused mindset with the ability to deliver high-quality, tailored solutions. Proven team player with excellent communication and interpersonal skills. Ability to thrive in a fast-paced, detail-oriented, and collaborative environment. Proficiency in Microsoft Excel, PowerPoint, and Word. Fluency in English is required; proficiency in an additional European language is advantageous. We are an equal opportunity employer and are committed to promoting diversity, preventing discrimination and providing a supportive and inclusive working environment. We seek to ensure that we recruit from a diverse talent pool and that all applicants are treated fairly at each stage of the recruitment process. Applicants are considered for employment opportunities without regard to any characteristic or status protected under any applicable law in the location of the role.