Julia Mahterian
About Julia Mahterian
Julia Mahterian is an Associate at Thoma Bravo, with a background in investment banking and finance. She has previously held positions at Lazard, Peterson Partners, and B. Riley Financial, and holds a Bachelor of Science in Finance from Brigham Young University.
Current Role at Thoma Bravo
Julia Mahterian has been working as an Associate at Thoma Bravo since 2021. In this role, she is involved in various aspects of investment management and analysis. Her responsibilities include evaluating investment opportunities and supporting the firm's strategic initiatives. Thoma Bravo is known for its focus on software and technology companies, and Mahterian contributes to the firm's efforts in identifying and executing investment strategies.
Previous Experience at Lazard
Prior to her current position, Julia Mahterian worked at Lazard as an Investment Banking Analyst from 2019 to 2021. During her tenure, she was part of the Restructuring Group, where she focused on financial advisory services for clients undergoing significant changes. She also completed two summer analyst positions at Lazard, first in 2018 and previously in 2017, gaining foundational experience in investment banking.
Experience at Peterson Partners
Julia Mahterian served as a Search Fund Analyst at Peterson Partners from 2018 to 2019. In this role, she was involved in sourcing and evaluating potential investment opportunities for the firm. Her experience at Peterson Partners provided her with insights into the search fund model and the dynamics of private equity investments.
Educational Background at Brigham Young University
Julia Mahterian holds a Bachelor of Science in Finance from the Marriott School of Business at Brigham Young University. During her time at the university, she was actively involved in the Investment Banking Club, serving as Co-President from 2018 to 2019. This leadership role allowed her to enhance her understanding of investment banking and network with industry professionals.
Summer Analyst Experience
In addition to her roles at Lazard and Peterson Partners, Julia Mahterian gained valuable experience as a Summer Analyst at B. Riley Financial in 2017 and at Lazard in 2018. These positions provided her with practical exposure to investment banking processes and helped her develop analytical skills essential for her career in finance.