Investment Banking Associate, Technology

About the role

Santander is seeking an Investment Banking Associate to join its Technology coverage team in New York. You will build on analyst experience, taking on greater project‑management and client‑interaction responsibilities while contributing to high‑impact M&A and advisory transactions.

Key responsibilities

• Lead the preparation of client presentations, pitch books, and detailed financial analysis.
• Manage and review financial models, valuation analyses, and transaction documentation.
• Oversee analysts’ work, ensuring accuracy and quality of deliverables.
• Participate actively in client meetings, deal discussions, and negotiation processes.
• Support senior bankers in sourcing new business opportunities and transaction structuring.
• Engage in advanced training programs to deepen technical expertise and leadership skills.

Required profile

• Bachelor’s degree or equivalent from an accredited institution.
• 3+ years of experience in finance, investment banking, or a related field.
• Demonstrated knowledge of corporate finance, M&A, and investment‑banking products.
• Strong analytical rigor, attention to detail, and ability to manage multiple transactions concurrently.
• Excellent communication and interpersonal skills for client‑facing environments.
• Willingness to obtain Series 63 and Series 79 licenses.

Required skills

• Excel
• PowerPoint
• Financial modeling
• Valuation analysis