At a Glance
- Tasks: Join a dynamic team advising on high-profile technology transactions and M&A processes.
- Company: Moelis & Company, a leading global independent investment bank with a collaborative culture.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Mentorship opportunities and a focus on diversity and inclusion.
- Why this job: Make an impact in the tech sector while working with top clients and senior bankers.
- Qualifications: 3+ years in investment banking with strong analytical and financial modelling skills.
The predicted salary is between 50000 - 70000 £ per year.
We are passionate about our business and our culture, and are seeking individuals with that same drive.
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.
Associate, Investment Banking - Technology - London employer: Moelis & Company
At Moelis & Company, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our Associates to take on significant responsibilities early in their careers. Located in the heart of London, our Technology investment banking team offers unparalleled opportunities for professional growth through direct engagement with senior bankers and high-profile clients, all while working on impactful transactions in the fast-evolving technology sector. With a commitment to diversity and a supportive environment, we ensure that every team member can thrive and contribute meaningfully to our clients' success.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Investment Banking - Technology - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment banking world, especially those in technology. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by diving deep into Moelis & Company’s recent deals and their impact on the tech sector. Show us you’re not just interested in the role but also passionate about the company and its clients.
✨Tip Number 3
Practice your financial modelling skills! Brush up on DCF, LBO, and SaaS metrics. We want to see that you can hit the ground running and contribute to our high-profile transactions from day one.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Moelis.
We think you need these skills to ace Associate, Investment Banking - Technology - London
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the technology sector shine through. We want to see that you’re not just ticking boxes but genuinely excited about the role and the impact you can make at Moelis & Company.
Tailor Your CV:Make sure your CV is tailored to highlight your relevant experience in technology and investment banking. We love seeing specific examples of your past work, especially those that align with the responsibilities listed in the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you’re the perfect fit for our team. Be sure to connect your skills and experiences directly to the role, and don’t forget to mention any standout achievements in your previous positions.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us that you’re serious about joining our team at Moelis & Company.
How to prepare for a job interview at Moelis & Company
✨Know Your Numbers
Brush up on your financial analysis skills, especially around valuation methodologies like DCF and LBO. Be prepared to discuss specific metrics related to technology companies, such as ARR and net revenue retention, as these will likely come up during the interview.
✨Showcase Your Experience
Be ready to talk about your previous M&A transactions, particularly those in the technology sector. Highlight your role in sponsor-led sell-side processes and any direct experience with financial sponsors, as this will demonstrate your fit for the Associate position.
✨Prepare for Case Studies
Expect to tackle case studies or technical questions that test your analytical and modelling skills. Practise building three-statement operating models and LBO models, as well as preparing sell-side marketing materials, to showcase your expertise.
✨Engage with the Culture
Moelis & Company values a client-centric and entrepreneurial environment. During the interview, express your enthusiasm for working in a collaborative setting and how you can contribute to the team’s success. Show that you understand their culture and are eager to be part of it.