CareerPlan

Investment Banking Senior Associate - Technology M&A

SAN FRANCISCO, California, United States of AmericaFull-time$175k–$225k2026-07-14 → 2026-11-11

Core

Intermediate-level investment banking professional assisting clients in capital raising and providing strategic advisory for M&A and financial transactions.

Role type

Senior IC investment banker (M&A & Capital Markets)

Builds

Capital raising solutions and M&A advisory for corporate clients

Domain

Financial Services / Investment Banking

Required skills

M&A execution, financial analysis, corporate transaction evaluation, client development, team mentorship, problem solving

Preferred skills

Series 79 and 63 licenses, experience in evaluating corporate structures

Technologies

Financial modeling tools, market research platforms

Responsibilities

Assist in execution of investment banking business activities, leverage experience to enhance M&A and capital raising capabilities, manage and mentor analysts, contribute to building the firm's franchise

Seniority

Senior, hands-on IC