Associate, Investment Banking

Financial Technology PartnersSan Francisco, CA
Hybrid

About The Position

As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. Your responsibilities will encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and the identification of potential corporate and financial sponsors, buyers, and investors. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts. In this role, you will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies. You will provide leadership and mentorship to Analysts, actively participating in their recruitment, training, and professional development.

Requirements

  • Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory
  • FINRA Series 63 and 79 registration
  • Bachelor’s degree with a minimum GPA of 3.5
  • Proven capability to lead and manage projects effectively
  • Exceptional organizational, execution, and time management skills, with keen attention to detail
  • Strong relationship management skills, with the ability to interact at all organizational levels
  • Excellent presentation skills, adaptable to both large and small group settings
  • Strategic thinker with robust analytical capabilities
  • Proven quantitative and technical expertise, proficient in Excel and PowerPoint
  • Entrepreneurial mindset, ready to tackle complex tasks and challenges
  • Strong work ethic, self-discipline, and motivation
  • Exceptional writing and verbal communication skills, with the ability to produce high-impact materials
  • Effective participation in both internal and external meetings
  • Maturity and professionalism in interactions with client executives
  • Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust, and upholds ethical standards and firm values
  • Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills
  • Committed to the long-term development of self and others through coaching
  • U.S. work authorization required

Responsibilities

  • Originate and execute live transactions
  • Perform extensive financial modeling and analysis
  • Conduct company valuation
  • Perform corporate and industry research
  • Provide strategic analysis and recommendations
  • Identify business development opportunities
  • Conduct due diligence
  • Prepare client presentation materials
  • Identify potential corporate and financial sponsors, buyers, and investors
  • Manage day-to-day deal activities
  • Oversee and mentor analysts
  • Provide leadership and mentorship to Analysts
  • Actively participate in recruitment, training, and professional development of Analysts

Benefits

  • Clear career progression
  • Competitive compensation packages
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