CareerPlan

Associate - IB Technology

San Francisco, CA, USFull-time$150k–$200k2026-10-19 → 2026-11-09
Based in United States

Core

Support senior bankers with transaction due diligence, execution, financial modeling, valuation analysis, and industry research for M&A and equity financing deals.

Role type

Associate Investment Banker (Technology Enabled Services)

Builds

Marketing pitches, offering memoranda, management presentations, target lists, and financial models.

Domain

Investment Banking / Technology Enabled Services

Required skills

Financial modeling, valuation analysis, industry research, transaction due diligence, pitch deck creation, target list development

Preferred skills

Equity financing, sell-side, buy-side, general advisory M&A engagements

Technologies

Financial modeling tools, presentation software

Responsibilities

Support senior bankers with day-to-day transaction due diligence and execution; Draft and participate in the presentation of marketing materials and confidential offering memoranda; Develop target lists for potential buyers and investors; Conduct in-depth industry research and trend analysis; Perform complex financial modeling and valuation analysis.

Seniority

Associate, transaction execution