Banking Operations Director jobs in San Jose, CA

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.

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

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