2027 KBCM Investment Banking Summer Analyst - San Francisco, CA
Core
Summer analyst role performing financial modeling, valuation analysis, and drafting offering memoranda and pitch books for public and private companies in the Technology sector.
Role type
Summer Investment Banking Analyst (Technology Group)
Builds
Transaction execution materials (pitch books, offering memoranda) and financial models for clients in Technology, FinTech, Software, and related sectors.
Domain
Investment Banking / Technology
Required skills
financial modeling, valuation analysis, comparable company analysis, precedent transaction analysis, leveraged cash flow analysis, discounted cash flow analysis, drafting offering memoranda, creating pitch books, management presentations
Preferred skills
N/A
Technologies
N/A
Responsibilities
Perform financial modeling and valuation analysis on public and private companies; Assist in drafting offering memoranda, preparing internal committee memoranda, and creating client pitch books and management presentations.
Seniority
Summer Analyst, entry-level