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The Weatherly GroupPosted 1 month ago

Investment Banking Analyst - Technology M&A - SF

On-siteSan Francisco, California, United States

Full Time

Job Summary

Build complex financial models including DCF, precedent transactions, and comparable company analyses to illustrate projected financial results. Support the end-to-end execution of M&A and capital-raising engagements by conducting due diligence and preparing deal documentation. Conduct in-depth qualitative and quantitative research on technology industry trends and specific corporate developments. Prepare high-quality pitch books, Confidential Information Memoranda, and management presentations for C-suite executives and board members. Interpret data on price, yield, and economic factors to forecast business conditions and identify strategic opportunities. This immersive Analyst experience places you on lean transaction teams alongside senior leadership to provide strategic advice to leading innovators in the tech industry.

Required Qualifications

  • Superior quantitative abilities
  • Detail-oriented accuracy
  • Strategic thinking
  • Proven ability to take early ownership of projects
  • Ability to work effectively in a collaborative, fast-paced environment
  • Exceptional oral and written communication skills
  • Ability to clearly articulate complex financial ideas

Desired Qualifications

  • A degree in Finance, Economics, or a related quantitative field
  • Prior experience in investment banking
  • Prior experience in tech advisory
  • Prior experience in consulting

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