Investment Banking Analyst 2 / 3 Tech M&A (Middle-Market)

Our client, a prestigious middle-market investment bank, is seeking an experienced Analyst 2 / 3 to join their Technology M&A team in San Francisco. This is an exceptional opportunity to work on high-profile transactions across Software, SaaS, and Fintech verticals while advancing your career at a top-tier platform.

RESPONSIBILITIES

• Execute M&A advisory engagements from pitch through closing across Technology sector
• Build sophisticated financial models (LBO, DCF, merger models, accretion / dilution analyses)
• Conduct valuation analyses and comprehensive financial due diligence
• Prepare pitch books, CIMs, management presentations, and Board materials
• Participate in client meetings with C-suite executives and Board members
• Lead transaction workstreams and mentor junior team members
• Support business development and deal origination efforts

REQUIREMENTS

Must-Have :

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WHAT OUR CLIENT OFFERS