Tech M&A Investment Banking Associate

5 days ago


San Francisco, California, United States Aeris Partners Full time
About Aeris Partners

Aeris Partners is a leading M&A investment bank serving the software, SaaS, and high-growth technology markets. We advise top-tier private equity and venture capital firms, as well as entrepreneur-owned companies, on strategic mergers and acquisitions. Our approach is characterized by exceptional M&A outcomes, a data-driven approach, and a commitment to fostering a positive, collaborative, and inclusive firm culture.

Associate Job Description

We are seeking experienced and highly motivated technology M&A investment banking Associates for our San Francisco office. As a boutique M&A advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process, from client development to transaction closing, and work closely with senior team members, client management teams, and leading technology-focused private equity and publicly-traded firms.

Key responsibilities include:

  • Participating in transaction development and execution
  • Working directly with client management teams, stakeholders, and buyers throughout all phases of transaction advisory and execution
  • Engaging and presenting in client and prospect meetings
  • Coordinating and supporting due diligence activities
  • Developing expertise in relevant technology industry sectors and communicating compelling technology industry and company trends

Desired skills and experience:

  • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
  • Exceptional work ethic - self-starter, driven, and hard working with a passion for excellence
  • Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
  • Strong knowledge of corporate finance, accounting, financial statements, and valuation methodologies
  • Creative and entrepreneurial mindset; ability to multitask and manage time effectively
  • Excellent analytical, research, and problem-solving skills
  • Ability to develop business expertise in technology and software; passion for technology
  • Unwavering commitment to conducting business with the highest degree of integrity and professionalism
  • High level of attention to detail
  • Outstanding leadership skills with an ability to manage and mentor junior professionals
  • Positive, can-do attitude, enthusiastic team player
  • Ability to excel in a fast-paced and challenging work environment
  • Must be eligible to work permanently in the United States


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingA leading technology-focused boutique investment bank, headquartered in San Francisco, is seeking an experienced Senior Associate or Vice President to join their Mergers and Acquisitions (M&A) team. This firm is renowned for its deep expertise in several tech-driven sectors, including healthcare...


  • San Francisco, California, United States Dealwise Full time

    Investment Banking AssociateWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Technology team at Dealwise, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Key Responsibilities:Develop content for strategic meetings with...


  • San Francisco, California, United States Dealwise Full time

    Investment Banking AssociateWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Technology team at Dealwise, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Key Responsibilities:Develop content for strategic meetings with...


  • San Francisco, California, United States Prospect Rock Partners Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Banking M&A Tech Analyst 2/3 to join our team at Prospect Rock Partners. As a key member of our team, you will be responsible for analyzing companies, transaction structures, and deal activity, as well as managing due diligence requests and creating materials for Board meetings...


  • San Francisco, California, United States DC Advisory Full time

    About DC AdvisoryDC Advisory is a leading international investment bank with a strong presence in Asia, Europe, and the U.S. Our team of over 700 professionals provides independent advisory services for M&A, private capital transactions, and other strategic initiatives.The RoleWe are seeking an experienced Investment Banking Associate to join our team. As an...


  • San Francisco, California, United States Prospect Rock Partners Full time

    About the JobProspect Rock Partners is seeking a highly skilled Investment Banking M&A Tech Analyst 2/3 to join its team in New York City. As a key member of our investment banking team, you will be responsible for analyzing companies, transaction structures, and deal activity, as well as managing the day-to-day execution tasks of each transaction.Key...


  • San Francisco, California, United States Nomura International Full time

    Job Title: Investment Banking AssociateJoin Nomura International as an Investment Banking Associate and embark on a challenging and rewarding career in the financial industry.About the RoleWe are seeking a highly motivated and talented individual to join our Investment Banking team. As an Investment Banking Associate, you will be responsible for working...


  • San Francisco, California, United States Piper Sandler Companies Full time

    About the RolePiper Sandler is seeking a highly motivated and experienced Investment Banking Associate to join our Healthcare Services team in San Francisco, CA. As a key member of our team, you will play a critical role in advising clients on strategic transactions, including mergers and acquisitions, debt and equity capital markets, and...


  • San Francisco, California, United States Cantor Fitzgerald Full time

    Job Title: Associate, Technology Investment BankingLocation: San Francisco, CAFirm Overview:Cantor Fitzgerald is a diversified company specializing in financial and real estate services for institutional and corporate customers. With a strong presence in the global financial and commercial real estate markets, we have successfully built a well-capitalized...


  • San Francisco, California, United States Cantor Fitzgerald Full time

    Job Title: Associate, Technology Investment BankingLocation: San Francisco, CA, In officeFirm Overview:Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. With a rich history dating back to 1945,...


  • San Francisco, California, United States Prospect Rock Partners Full time

    About the RoleProspect Rock Partners, an elite boutique investment bank, is seeking an experienced Associate 1/2 to join their Technology M&A team in San Francisco.Key ResponsibilitiesParticipate in client transactions, projects, and assignmentsInteract with clients, internal banking teams, and product teamsAssist in preparing presentations and marketing...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingWe are seeking an experienced Senior Associate or Vice President to join our M&A team at a leading technology-focused boutique investment bank headquartered in San Francisco.About the RoleThe successful candidate will work closely with senior leadership and clients, contributing to the execution of...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingMetis Search is seeking an experienced Senior Associate or Vice President to join our M&A team in a leading technology-focused boutique investment bank headquartered in San Francisco.About the RoleWe are looking for a highly motivated and driven individual with a strong focus on the software or...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingAbout the Role:We are seeking an experienced Senior Associate or Vice President to join our M&A team at a leading technology-focused boutique investment bank. The successful candidate will work closely with senior leadership and clients, contributing to the execution of complex deals and enhancing the...


  • San Francisco, California, United States Cantor Fitzgerald Full time

    Job Title: Associate, Technology Investment BankingLocation: San Francisco, CAFirm Overview:Cantor Fitzgerald is a diversified company specializing in financial and real estate services for institutional and corporate customers. With a strong presence in the global financial and commercial real estate markets, we have successfully built a well-capitalized...


  • San Francisco, California, United States Prospect Rock Partners Full time

    About the RoleProspect Rock Partners is seeking a highly skilled M&A Tech Analyst 2/3 to join its investment banking team in NYC. As a key member of our team, you will play a critical role in driving success in the rapidly evolving sectors of digital assets, high-performance computing, artificial intelligence, and power and energy infrastructure.Key...


  • San Francisco, California, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Associate/Senior Analyst to join our Technology Investment Banking team in San Francisco. The ideal candidate will possess a strong investment banking pedigree and skill set, including capital structure advisory, strategic advisory, and corporate finance analysis. This role offers a unique opportunity to work...


  • San Francisco, California, United States Citizens Full time

    Real Estate Investment Banking OpportunityCitizens is seeking a highly skilled Associate/Senior Analyst to join our Real Estate Investment Banking team in San Francisco. The ideal candidate will possess a strong investment banking pedigree and skill set, including capital structure advisory, strategic advisory, and corporate finance analysis.Key...


  • San Francisco, California, United States RBC Capital Markets, LLC Full time

    Global Investment Banking Summer Associate OpportunityRBC Capital Markets, LLC is a premier investment bank that provides a focused set of products and services to corporations, institutional investors, and governments around the world. With a strong presence in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region, we operate out...


  • San Francisco, California, United States Nomura International Full time

    Job Title: Investment Banking AssociateJoin Nomura International as an Investment Banking Associate and be part of a dynamic team that provides innovative solutions to clients across the globe.About the RoleWe are seeking a highly motivated and experienced Investment Banking Associate to join our team in New York. As an Investment Banking Associate, you will...