Investment Banking Associate, Tech Enabled Services

Experienced - IB

New York, NY

Job Overview

Cowen is currently seeking Associate candidates for our Tech-Enabled Services Investment Banking Group located in New York. The Tech-Enabled Services group at Cowen provides clients with a full array of products and services including strategic M&A and capital markets advisory, IPOs, follow-on offerings, private equity placements, PIPEs, convertible debt and high yield. Within the broad services universe, the Tech-Enabled Services team focuses on the following sectors:

  • Payments and Related Software
  • Financial Technology
  • Digital Assets / Blockchain Technology
  • Money Movement
  • Information and Data Services
  • Employer Services / HCM
  • RPA and Information Technology Services

Successful candidates will play a vital role in further building out a rapidly growing team at Cowen, with the opportunity to work across all aspects of sourcing and executing a wide range of complex M&A, Equity and Debt transactions. Cowen offers candidates an unparalleled experience in investment banking, with the following benefits:

  • Significant skill development and career advancement opportunities
  • Strong firm culture, where candidates have the opportunity to work with highly talented and motivated people who strive to deliver exceptional outcomes for our clients
  • Deep sector / industry expertise, providing clients with exceptional advisory services
  • Considerable exposure to senior bankers and interaction with clients
  • Gain unparalleled experience across a broad range of sectors within Tech-Enabled services, including highly disruptive areas such as payments technology, crypto / blockchain and cannabis technology

Key Responsibilities

  • Managing and/or assisting in the preparation of financial models and business valuations
  • Conducting deep industry and company-specific due diligence
  • Managing deal execution and project management throughout the transaction
  • Executing on pitch work and client follow-up requests
  • Preparing presentation materials and participating in marketing meetings with key clients
  • Interacting with senior Cowen team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives

Job Requirements/Qualifications

  • BA/BS degree from a leading university, MBA a plus
  • Minimum of 2 -5 years working in investment banking, with Technology, Services or FinTech transaction experience a strong preference
  • Ability to comfortably interact with senior clients in a professional setting
  • Exceptional written and verbal communication skills
  • Solid technical / financial modeling skills
  • Strong intellectual curiosity
  • Highly organized, detail oriented and proactive
  • Demonstrated ability to be a self-starter with the capacity to work independently and in small teams

Who We Are

Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide.

At Cowen, inclusion and diversity are catalysts for success and innovation in everything we do. We pride ourselves on our empathetic and collaborative culture, where the power of diversity is harnessed to transform the status quo. Our focus on inclusion expands our thinking in order to generate better outcomes for clients, while striving to increase fairness and equity for our colleagues. Cowen’s vision of creating a more inclusive and equitable future is supported by our core values and is essential to our ability to outperform.

Learn more: https://www.cowen.com/ and https://www.linkedin.com/company/cowen-inc/ 

Our Values

VISION
We consistently deliver differentiated and disruptive insights that help our clients outperform
EMPATHY
We proactively consider and account for the priorities and concerns of our colleagues and clients
SUSTAINABILITY
We endeavor to produce ideas and solutions that are ethically grounded and aim to pass the test of time
TENACIOUS TEAMWORK
We elevate collaboration to new levels, empowering our ability to provide the best solutions for our clients.

#LI-MK1

Protect Yourself from Recruitment Fraud. Recruitment fraud can be attempted through fake job postings, fake websites (posing as a Company) or unauthorized individuals impersonating recruiters (even using employee names). Depending on the role, Cowen will ask candidates to complete 2-4 interviews with Cowen employees before receiving an offer for employment. All communication regarding the interview process will come from an @cowen.com or @greenhouse.io email address. At no time throughout the hiring process will a Cowen recruiter or Human Resource Professional request any type of payment in order to be considered for the role. In addition, candidates will not be asked to submit personal information as a pre-requisite for the interview process.