Investment Banking Associate, Technology

Banco Santander•San Francisco, CA

1d•Onsite

About The Position

As an Associate on the Technology team in Investment Banking Coverage, you will build on the foundational skills developed as an Analyst in your prior role in investment banking or related field, with increased responsibilities in project management and client interaction. Associates continue to participate in structured training while taking a more active role in deal execution and mentoring junior staff. Participate in advanced training programs to further develop technical expertise and leadership skills.

Requirements

Bachelor’s degree or equivalent from an accredited institution.
3+ Years Finance, Investment Banking or related field/sector experience.
Demonstrated knowledge of corporate finance and investment banking products, with experience working on executed M&A and other advisory transactions.
Expert knowledge of Excel and PowerPoint with advanced financial modeling skills.
Exceptional attention to detail, analytical rigor, and the ability to manage multiple transaction processes concurrently.
Strong communication and interpersonal skills with the ability to operate effectively in a client-facing environment
Team player and self-starter.
Strong technical financial modeling and valuation skills.
Candidates must hold or be willing to obtain Series 63 and 79 licenses.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

Transaction exposure within Software, FinTech, Semiconductor, and AI is preferred

Responsibilities

Take a leadership role in the preparation of client presentations, pitch books, and financial analysis.
Manage and review financial models, valuation analyses, and transaction documentation.
Oversee Analysts’ work and ensure accuracy in deliverables.
Actively participate in client meetings and deal discussions.
Contribute to transaction structuring discussions and negotiation processes.
Support senior bankers in identifying and pursuing new business opportunities.