Talent.com
Investment Banking Analyst II / III

Investment Banking Analyst II / III

Selby JenningsSan Francisco, CA, United States
4 days ago
Job type
  • Full-time
Job description

ob Title : Investment Banking Analyst

Location : San Francisco Bay Area, CA

Company Overview :

Our client is a boutique Investment Bank specializing in the technology sector, dedicated to providing exceptional advisory services to innovative tech companies. Our team is composed of experienced professionals who are passionate about the tech industry and committed to delivering outstanding results for our clients.

Position Overview :

Our client is seeking a highly motivated and detail-oriented Investment Banking Associate to join our dynamic team. The ideal candidate will have a strong background in finance, excellent analytical skills, and a deep understanding of the technology sector. As an Associate, you will play a critical role in supporting senior bankers in executing transactions and providing strategic advice to our clients.

Key Responsibilities :

  • Conduct financial analysis and modeling to support transaction execution and strategic advisory services.
  • Prepare pitch books, presentations, and other marketing materials for client meetings.
  • Perform industry research and analysis to identify trends, opportunities, and potential clients.
  • Assist in the due diligence process, including reviewing financial statements, conducting market research, and coordinating with other advisors.
  • Support senior bankers in managing client relationships and executing transactions, including mergers and acquisitions, capital raising, and other financial advisory services.
  • Maintain up-to-date knowledge of the technology sector and relevant market developments.

Qualifications :

  • Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation is a plus.
  • 2-4 years of experience in investment banking, private equity, or a related field, with a focus on the technology sector.
  • Strong financial modeling, valuation, and analytical skills.
  • Excellent written and verbal communication skills.
  • Ability to work effectively in a fast-paced, team-oriented environment.
  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Demonstrated interest in the technology sector and a passion for working with innovative companies.
  • Create a job alert for this search

    Investment Banking Analyst • San Francisco, CA, United States

    Related jobs
    • Promoted
    Investment Banking - Private Capital Solutions - Associate

    Investment Banking - Private Capital Solutions - Associate

    JPMorgan Chase & Co.San Francisco, CA, United States
    Full-time
    We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile tran...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    PavagoOakland, CA, US
    Full-time
    Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves building complex financial mod...Show moreLast updated: 16 days ago
    • Promoted
    • New!
    Investment Analyst

    Investment Analyst

    Santa Clara UniversitySanta Clara, CA, US
    Full-time
    Located in the heart of Silicon Valley, Santa Clara University blends high-tech innovation with a social consciousness grounded in the Jesuit educational tradition. Santa Clara's undergraduate and g...Show moreLast updated: 7 hours ago
    • Promoted
    Senior Analyst, Global Investment Banking, M&A (San Francisco)

    Senior Analyst, Global Investment Banking, M&A (San Francisco)

    RBC Capital Markets, LLCSan Francisco, CA, United States
    Full-time
    Transaction execution, new business presentations and meetings, and other such duties.Working with Associates and above in development of pitch books and related client materials.Developing financi...Show moreLast updated: 3 days ago
    • Promoted
    Private Banker

    Private Banker

    First Citizens BankSan Francisco, CA, US
    Full-time
    Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Analyst at M13 San Francisco, CA

    Investment Analyst at M13 San Francisco, CA

    Itlearn360San Francisco, CA, United States
    Full-time
    M13 is an early‑stage venture capital firm investing in visionary founders building disruptive technology businesses.We focus on how emerging technologies can be applied to large and expanding mark...Show moreLast updated: 5 days ago
    • Promoted
    Analyst - Investment Banking - San Francisco San Francisco, California, United States

    Analyst - Investment Banking - San Francisco San Francisco, California, United States

    Ducera Partners LLCSan Francisco, CA, United States
    Full-time
    Ducera Partners is a leading investment bank with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital.Since its foundin...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    HaylieRead Interior DesignRedwood City, CA, United States
    Full-time
    AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Assoc...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    AQ Technology PartnersRedwood City, CA, United States
    Full-time
    AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Assoc...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Analyst II Corporate Finance -San Francisco

    Investment Banking Analyst II Corporate Finance -San Francisco

    Citizens BankSan Francisco, CA, United States
    Full-time
    Citizens is seeking an ambitious Investment Banking Analyst II to join our Investment Banking team in San Francisco.The Analyst II will be involved in all facets of Citizens’ investment banking act...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    Blacklock GroupSan Francisco, CA, United States
    Full-time
    Research Consultant - Investment Banking and Private Equity.Our client, a leading Elite Boutique investment banking advisory firm headquartered in San Francisco, is seeking a high-performing Invest...Show moreLast updated: 30+ days ago
    • Promoted
    Analyst, Investment Banking, BDO Capital Advisors - June 2026 (Richmond)

    Analyst, Investment Banking, BDO Capital Advisors - June 2026 (Richmond)

    BDO USASan Francisco, CA, United States
    Full-time
    BDO Capital Advisors (BCA) is seeking a motivated Analyst to join the firm’s expanding practice in Richmond, Virginia.The ideal candidate will have a strong grasp of accounting, valuation, and mode...Show moreLast updated: 3 days ago
    • Promoted
    Investment Banking Analyst, Technology - San Francisco

    Investment Banking Analyst, Technology - San Francisco

    Moelis & CompanySan Francisco, CA, United States
    Full-time
    Investment Banking Analyst, Technology - San Francisco.We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco

    EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco

    EYSan Francisco, CA, United States
    Full-time
    EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper.Benefiting from EY’s ...Show moreLast updated: 2 hours ago
    • Promoted
    Investment Banking - Private Capital Solutions - Associate

    Investment Banking - Private Capital Solutions - Associate

    JPMorganChaseSan Francisco, CA, United States
    Full-time
    We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile tran...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Associate | Healthcare (Biotech)

    Investment Banking Associate | Healthcare (Biotech)

    JefferiesPalo Alto, CA, United States
    Full-time
    Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technol...Show moreLast updated: 3 days ago
    • Promoted
    Relationship Banker II

    Relationship Banker II

    Cathay BankSan Francisco, CA, United States
    Full-time
    Posted Tuesday, April 8, 2025 at 7 : 00 AM.Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture tha...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking - Healthcare - Analyst

    Investment Banking - Healthcare - Analyst

    JPMorganChaseSan Francisco, CA, United States
    Full-time
    We are seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a...Show moreLast updated: 5 days ago