Business Development Analyst, Investment Banking (Tech M&A)
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Before you apply
LocationScottsdale, United States
Work modehybrid
Typefull-time
SeniorityEntry
DepartmentBusiness Development
Company size2+ people
PostedSep 22, 2026 · 1mo ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree in finance, business, economics, or a related field
Solid understanding of financial statements
Strong interest in learning SaaS metrics (ARR, MRR, churn, etc.) and M&A deal structures
Proficiency in Excel and PowerPoint
Strong written and verbal communication skills
Professional presence and comfort engaging with senior executives and founders
Detail-oriented and highly organized, ability to manage multiple priorities
Self-driven, coachable, eager to grow in fast-paced entrepreneurial setting
Internship experience in investment banking, private equity, venture capital, consulting, or sales
Skills
Excel
PowerPoint
CRM
Benefits
Performance based bonus
Professional development
Mentorship
Remote summers
Business Development Analyst: Investment Banking (M&A)
About Us
Kaizen Equity Partners is a premier M&A investment bank focusing exclusively on the TMT sector. We close over $1B in transactions annually with a 90%+ success rate. Join our rapidly growing team of high-caliber professionals who excel in both relationship-building and analytical assessments.
The Role
About the role
As a Business Development Analyst, you will support our business development team across the full origination process, from first outreach to signed mandate. This is an entry-level role for someone who wants hands-on exposure to how sell-side deals are sourced, qualified, and won.
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Outreach Support: Help build and run outreach campaigns targeting founders and executives of SaaS and TMT companies, including target list building, prospect research, and email sequencing.
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Client Engagement Support: Prepare for discovery calls by researching prospects and compiling SaaS metrics and financial information. Join calls with founders and C-level executives alongside senior team members, and summarize key takeaways and next steps.
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Pipeline Management: Maintain CRM records, track lead status, and coordinate follow-ups so high-potential leads move toward conversion.
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Market Research: Research technology trends, market dynamics, comparable transactions, and active buyers to inform outreach strategy and pitch positioning.
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Deal and Pitch Materials: Assist in building presentations, proposals, and company profiles under the guidance of Associates and senior bankers.
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Collaboration & Learning: Work closely with the business development and execution teams, and learn sourcing and relationship management best practices directly from experienced dealmakers.
What We Are Looking For
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Education & Experience: Bachelor’s degree in finance, business, economics, or a related field. Recent graduates are welcome. Internship experience in investment banking, private equity, venture capital, consulting, or sales is a plus.
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Analytical Skills: Solid understanding of financial statements and a strong interest in learning SaaS metrics (ARR, MRR, churn, etc.) and M&A deal structures. Proficiency in Excel and PowerPoint.
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Interpersonal & Communication: Strong written and verbal communication skills, a professional presence, and comfort engaging with senior executives and founders.
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Organizational Skills: Detail-oriented and highly organized, with the ability to manage multiple priorities at once. Self-driven, coachable, and eager to grow in a fast-paced, entrepreneurial setting.
What We Offer
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Competitive Compensation & Upside: Competitive base salary with a performance-based bonus.
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Professional Development: Hands-on mentorship and a clear path to Associate for consistent high performers.
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Dynamic Culture: A vibrant, entrepreneurial team environment, plus firm-sponsored retreats and social events.
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Location & Flexibility: Collaborate on-site in Old Town Scottsdale for most of the year, with remote summers.
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