Vice President, Technology Investment Banking – Mergers and Acquisitions

Portage Point Partners

. Execute deliverables necessary to consummate transactions for middle-market technology clients, primarily domestic and cross-border M&A transactions .

Posted 10/5/2026full-timeUnited StatesLead💰 $400,000 - $600,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in executing M&A transactions, financial modeling, and corporate finance, with a strong focus on the technology sector. Proven ability to lead teams, develop client deliverables, and maintain high standards of communication and organization.

Highest-signal resume keywords

M&A Transaction ExecutionFinancial Modeling SkillsCorporate Finance ExpertiseTechnology Sector KnowledgeSeries 79 And 63 Licensing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation MethodologiesDCF AnalysisLBO ModelingMerger ModelingSaaS Unit EconomicsRetention MetricsRevenue ValuationTransaction ComparablesMarket Valuation Benchmarks

Soft Skills

Effective CommunicationOrganizational SkillsTeam CollaborationAttention To DetailEntrepreneurial Spirit

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

Series 79 LicenseSeries 63 License

Industry Keywords

Middle-Market TechnologyPrivate EquityGrowth EquityFinancial Advisory ServicesClient PresentationsBusiness DevelopmentTech ServicesEmerging TrendsClient Marketing MaterialsHigh-Pressure Environments

About the role

Key responsibilities & impact

Execute deliverables necessary to consummate transactions for middle-market technology clients, primarily domestic and cross-border M&A transactions
Provide execution support for sell-side M&A, occasional buy-side mandates, growth equity, private placements and other financial advisory services
Lead preparation of company valuations, financial models, marketing documents and client presentations
Perform research and analyses supporting new business generation
Create and present internal and external client deliverables
Support creation of client marketing materials, including Teasers, Confidential Information Presentations and Management Presentations
Aid management of and compliance with transaction-related administrative standard operating procedures
Provide professional development coaching to junior team members
Share and manage best practices and lead internal trainings
Support business development, origination and relationship-building with founders, financial sponsors and strategic acquirors
Maintain knowledge of technology-sector trends, financing activity and public and private market valuation benchmarks
Support talent acquisition and firm development efforts
Contribute to a high-performing and inclusive culture

Requirements

What you’ll need

Bachelor’s degree from a top undergraduate program
Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
Willing to go into the local Portage Point office four days a week
Willing to work at client sites as needed
Seven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred, with direct experience advising technology, software or tech services companies strongly preferred
Genuine interest in and knowledge of the tech sector including emerging trends across software, tech services and AI
Strong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables, with fluency in tech-specific valuation frameworks (e.g. revenue and ARR based valuation, SaaS unit economics, retention metrics)
Series 79 and 63 licensing preferred or the ability to obtain within 120 days of employment
Ability to successfully work in a small, collaborative team environment
High degree of maturity with a proven ability to interact with senior executives, tech founders, private equity and growth equity firms, lenders, lawyers, middle managers and line workers
Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
Eagerness to be responsive at all times
Proven track-record of success in high pressure, time-constrained environments
Excellent written and verbal communication skills including strong e-mail etiquette
Top-tier organizational skills and attention to detail
Self-starter and entrepreneurial spirit