Investment Banking Director

Join to apply for the Investment Banking Director role at AQ Technology Partners

Join to apply for the Investment Banking Director role at AQ Technology Partners

Get AI-powered advice on this job and more exclusive features.

AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley. We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strategic advisory for high growth and mature software companies in our Redwood City, CA office.

Responsibilities

Our Directors assume significant leadership responsibility by leading sector coverage, sourcing initiatives and transaction execution. Directors partner with our senior partners to source new business, service our clients, and oversee day-to-day deal execution. Key responsibilities include the following :

Partner with senior partners to provide clients with M&A, growth equity, and strategic advisory services

Build and maintain relationships with client senior executives and assume role of day-to-day client contact for questions, comments, inputs and transaction related matters

Manage the transaction team and their development of qualitative and quantitative analyses in support of transaction execution

Participate in selling / pitching AQ's services / products to clients and prospects, leveraging the understanding of key sector trends and strategic direction of our clients to win business

Develop and deliver presentations in support of new business development

Manage industry sector coverage initiatives for key software sub-segments

Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients

Act as lead "on the job" trainer for VPs, associates and analysts

A Successful Candidate Will Possess The Following Characteristics

Minimum of 6 years M&A experience and / or multiple years of relevant experience in Investment Banking, with strong preference for technology sector coverage and experience

MBA or undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts from a top tier school(s)

Demonstrated capability to lead, manage, and mentor teams

Excellent organizational, execution and time management skills

Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success

Strong communication and presentation skills in both large and small group settings

Exceptional critical thinking and problem solving ability

Proven quantitative and technical skills Strong knowledge of Excel and PowerPoint

U.S. work authorization

FINRA Series 63 and 79 registration

Seniority level Seniority level Director

Employment type Employment type Full-time

Job function Job function Finance and Sales

Industries Investment Banking

Referrals increase your chances of interviewing at AQ Technology Partners by 2x

Get notified about new Investment Director jobs in Redwood City, CA .

Managing Director, Corporate Venture Capital Menlo Park, CA $219,000.00-$288,000.00 2 weeks ago

Managing Director / Senior Director, Investments & Research Foster City, CA $225,000.00-$280,000.00 2 days ago

Director of Financial Planning and Analysis San Francisco, CA $164,000.00-$205,000.00 4 days ago

Mountain View, CA $185,000.00-$210,000.00 2 weeks ago

Director of Investment Operations & Chief of Staff Director, Strategic Product Finance - Rideshare San Jose, CA $200,000.00-$300,000.00 1 week ago

Director, Financial Planning and Analysis Dublin, CA $128,300.00-$241,850.00 1 week ago

San Jose, CA $206,000.00-$278,000.00 2 weeks ago

San Francisco, CA $232,000.00-$348,000.00 2 days ago

Investment Banking Director / VP - Enterprise Software (San Francisco, CA) San Francisco, CA $250,000.00-$300,000.00 5 months ago

Director of Financial Planning and Analysis Alameda, CA $190,000.00-$239,000.00 1 day ago

Managing Director / Director, Relationship Management, Wealth Advisory Firms Sunnyvale, CA $190,000.00-$260,000.00 2 weeks ago

San Francisco, CA $140,000.00-$193,000.00 4 days ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr