Investment Banking Tech Associate
$175,000–$200,000 year
Hybrid · San Francisco, California, United States
Job Summary
As an Investment Banking Tech Associate, you will support M&A, capital raising, restructuring, and financial advisory projects. Responsibilities include creating financial models, drafting marketing materials, and client presentations while managing Analysts. Ideal candidates will demonstrate strong analytical and problem-solving skills, a commitment to excellence, and possess two essential licenses (SIE, Series 79, Series 63). The position requires 3-5 years of experience in the technology and software sector, with strong communication and financial understanding being critical.
Required Qualifications
- Strong analytical skills
- Strong problem-solving skills
- Strong financial understanding
- Financial modeling skills
- Microsoft Office proficiency
- SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)
- Outstanding academic record (undergraduate and or MBA)
- Ability to work as part of a team
- Personal integrity and leadership qualities
- Strong quantitative, verbal and written communication skills
- Strong multi-tasking and time management skills
Desired Qualifications
- Experience with M&A transactions in the technology and software sector
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