CareerPlan

Investment & Corporate Banking - Technology, Media & Telecommunications (TMT), Associate (San Francisco)

San Francisco, CAFull-time$175k–$225k2026-06-24 → 2026-11-13
On-site · United StatesNo visa sponsorship

Core

Design, originate, structure, and execute financial advisory, capital markets, and structured finance deals for clients in the Technology, Media & Telecommunications (TMT) sector.

Role type

Associate Investment & Corporate Banking (TMT)

Builds

M&A transactions, syndicated loans, capital market financing, and strategic alternatives for TMT corporations.

Domain

Investment Banking / Corporate Finance / TMT

Required skills

Financial modeling, valuation, due diligence, risk/return analysis, quantitative economic research, pitch deck creation, client relationship cultivation, TMT industry knowledge, Bloomberg/FactSet/CapitalIQ proficiency, Series 79 & 63 licenses

Preferred skills

Experience in top-tier global banks, ability to manage multiple projects under pressure, strong written/oral communication

Technologies

Bloomberg, FactSet, CapitalIQ, Microsoft Office

Responsibilities

Conduct quantitative economic and company research; model corporate finance alternatives and perform due diligence for M&A and financing; evaluate risk/return parameters; draft client pitches and marketing materials; assist in financing structuring and underwriting; support client relationship development.

Seniority

Associate (3+ years experience)