Talent.com
Tech M&A Investment Banking Full-Time Associate, San Francisco

Tech M&A Investment Banking Full-Time Associate, San Francisco

Aeris PartnersSan Francisco, CA, US
25 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Aeris Partners

Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.

Associate Job Description

We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms.

Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Please note that training and onboarding may occur in our Boston, MA, office.

Specific responsibilities include :

  • Participate meaningfully in all aspects of transaction development and execution
  • Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more
  • Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction
  • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends

Desired skills and experience :

  • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
  • Exceptional work ethic – self-starter, driven and hard working with a passion for excellence
  • Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
  • Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
  • Creative and entrepreneurial mindset; ability to multitask and manage time effectively
  • Unwavering commitment to conducting business with the highest degree of integrity and professionalism
  • High level of attention to detail
  • Outstanding leadership skills with an ability to manage and mentor junior professionals
  • Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment
  • Must be eligible to work permanently in the United States
  • Create a job alert for this search

    Investment Banking Associate • San Francisco, CA, US

    Related jobs
    • 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: 4 days ago
    • Promoted
    Investment Banking - Mergers & Acquisitions - Technology, Associate

    Investment Banking - Mergers & Acquisitions - Technology, Associate

    JPMorgan Chase & Co.San Francisco, CA, United States
    Full-time
    As an Associate in M&A you will be a key player in our business strategy and execution.You will participate in the "full cycle" of transactional execution including preparing marketing pitches, rev...Show moreLast updated: 4 days ago
    • Promoted
    E-Commerce Associate - South San Francisco CA

    E-Commerce Associate - South San Francisco CA

    The Salvation ArmySouth San Francisco, CA, United States
    Full-time
    E-COMMERCE ASSOCIATE South San FranciscoFULL TIME / BENEFIT ELIGIBLE $18.PER HOUR GENERAL STATEMENT : The Salvation Army, an international movement, is an evangelical part of the universal Christian...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Associate Director, Technology Investment Banking - San Francisco, CA

    Associate Director, Technology Investment Banking - San Francisco, CA

    ScotiabankSan Francisco, California, United States
    Full-time
    Associate Director, Technology Investment Banking - San Francisco, CA.Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limite...Show moreLast updated: 2 hours ago
    • Promoted
    Associate, Technology Investment Banking

    Associate, Technology Investment Banking

    ScotiabankSan Francisco, CA, United States
    Full-time
    Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, inclu...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    Blacklock GroupSan Francisco, CA, United States
    Full-time
    Blacklock Group are partnered with an elite boutique who are looking to add an associate to their M&A group.The group are particularly strong in the healthcare and tech spaces.Candidates with stron...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Associate - Wix Ventures (Bay Area)

    Senior Investment Associate - Wix Ventures (Bay Area)

    WixSan Francisco, CA, United States
    Full-time
    Senior Investment Associate - Wix Ventures (Bay Area).The Senior Associate - Wix Ventures (Bay Area) will play a key role in expanding our network in the local startup ecosystem.This individual wil...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Early ID Program - Banking (Investment Banking), Fall 2025 - San Francisco Technology Group

    Early ID Program - Banking (Investment Banking), Fall 2025 - San Francisco Technology Group

    USA JobsSan Francisco, CA, US
    Full-time
    Fall Early ID Leadership Program.Citi is committed to an inclusive workforce that represents the places where we operate and the clients we serve. The Early Identification Program is focused on inve...Show moreLast updated: 6 hours ago
    • Promoted
    Senior Investment Banking Associate - Tech Group

    Senior Investment Banking Associate - Tech Group

    Blacklock GroupSan Francisco, CA, United States
    Full-time
    Investment Banking & Private Equity Recruitment / TMT Specialist.This range is provided by Blacklock Group.Your actual pay will be based on your skills and experience — talk with your recruiter to ...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Associate, Retail Funds

    Investment Associate, Retail Funds

    Hard YakaSan Francisco, CA, United States
    Full-time
    Opening Retail Access to Venture.Innovation builds the future and creates opportunity.Yet everyday investors remain locked out. For decades, only a select few well-connected participants could acces...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Early ID Program - Banking (Investment Banking), Fall 2025 – San Francisco Healthcare Group

    Early ID Program - Banking (Investment Banking), Fall 2025 – San Francisco Healthcare Group

    CitiSan Francisco, CA, United States
    Full-time
    Early ID Program - Banking (Investment Banking), Fall 2025 – San Francisco Healthcare Group.Early ID Program - Banking (Investment Banking), Fall 2025 – San Francisco Healthcare Group.Fall Early ID...Show moreLast updated: 19 hours ago
    • Promoted
    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Temasek HoldingsSan Francisco, CA, United States
    Permanent
    Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco).Temasek is a gr...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Associate, Retail Funds

    Investment Associate, Retail Funds

    AngelListSan Francisco, CA, United States
    Full-time
    Opening Retail Access to Venture.Innovation builds the future and creates opportunity.Yet everyday investors remain locked out. For decades, only a select few well‑connected participants could acces...Show moreLast updated: 20 days ago
    • Promoted
    • New!
    Private Equity Associate

    Private Equity Associate

    ConfidentialSan Francisco, California, United States
    Full-time
    We are a leading boutique private equity firm looking to hire an Associate within our buyout fund focusing in the business services, healthcare and consumer sectors. We open to an investment banking...Show moreLast updated: 1 hour ago
    • Promoted
    • New!
    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: 11 hours ago
    • Promoted
    • New!
    Associate Director, Investments San Francisco, CA

    Associate Director, Investments San Francisco, CA

    DivcoWest PropertiesSan Francisco, California, United States
    Full-time
    DivcoWest is a multi-disciplinary real estate investment firm with offices in San Francisco, Los Angeles, Menlo Park, Cambridge, Washington DC, Austin, and New York City. We combine entrepreneurial ...Show moreLast updated: 1 hour ago
    • Promoted
    Associate, Private Equity, Special Opportunities Group (Summer 2026 Start - San Francisco)

    Associate, Private Equity, Special Opportunities Group (Summer 2026 Start - San Francisco)

    GIC Private LimitedSan Francisco, CA, United States
    Permanent
    Associate, Private Equity, Special Opportunities Group (Summer 2026 Start - San Francisco).GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations aro...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate, BDO Capital - Investment Banking

    Senior Associate, BDO Capital - Investment Banking

    BDO USASan Francisco, CA, United States
    Full-time
    Senior Associate, BDO Capital - Investment Banking.Job summary : The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing educational background and organizational / project ...Show moreLast updated: 30+ days ago