Investment Banking Analyst
Location: San Francisco
About the Opportunity
We are partnering with a leading technology-focused investment bank to support the continued growth of its advisory team. The firm specializes in advising founder-led and entrepreneur-backed businesses on M&A, capital raising, and strategic transactions across software and internet.
With a reputation for high-quality execution, a collaborative culture, and deep industry expertise, the firm offers Analysts the opportunity to gain meaningful responsibility early in their careers while working directly with senior bankers, founders, and management teams.
Position Overview
The Investment Banking Analyst will play an integral role in transaction execution and client advisory assignments. Analysts are involved in every stage of the deal process, from financial analysis and valuation to preparing client materials and coordinating diligence efforts.
This role is ideal for candidates seeking a highly entrepreneurial environment with significant exposure to live transactions, direct mentorship, and long-term career development within a growing platform.
Key Responsibilities
- Build and maintain detailed financial models, including DCF, comparable company, precedent transaction, merger, and LBO analyses.
- Support the execution of sell-side M&A, capital raising, and strategic advisory engagements.
- Prepare pitch books, confidential information memoranda (CIMs), management presentations, and board materials.
- Conduct industry, company, and market research, with a focus on the technology sector.
- Assist with due diligence, data room management, and transaction processes.
- Work closely with senior bankers and client management teams throughout live engagements.
- Monitor industry trends and developments across software, internet, and technology-enabled services markets.
Qualifications
- Minimum 6 months of investment banking experience, ideally within technology, M&A, or capital markets.
- Strong financial modeling, valuation, and analytical capabilities.
- Experience preparing client-facing presentations and transaction marketing materials.
- Solid understanding of accounting, corporate finance, and transaction execution.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities in a fast-paced, team-oriented environment.
- Strong attention to detail, intellectual curiosity, and professional maturity.
- Genuine interest in technology and working with high-growth businesses.
Why Join
- Exposure to leading technology companies and founders.
- Lean deal teams that provide meaningful responsibility and client interaction.
- Strong mentorship from experienced senior bankers.
- Diverse transaction exposure across M&A and capital raising assignments.
- Collaborative, entrepreneurial culture focused on professional growth and development.
If you are looking to accelerate your investment banking career while working alongside experienced advisors and innovative technology companies, we encourage you to apply.