Investment Banking Analyst 2 Technology M&A

7 days ago

San Francisco, California, United States Prospect Rock Partners Full time $100,000 - $200,000 per year

Our client, a prestigious middle-market investment bank, is seeking an experienced Analyst 2/3 to join their Technology M&A team in San Francisco. This is an exceptional opportunity to work on high-profile transactions across Software, SaaS, and Fintech verticals while advancing your career at a top-tier platform.

Responsibilities

  • Execute M&A advisory engagements from pitch through closing across Technology sector
  • Build sophisticated financial models (LBO, DCF, merger models, accretion/dilution analyses)
  • Conduct valuation analyses and comprehensive financial due diligence
  • Prepare pitch books, CIMs, management presentations, and Board materials
  • Participate in client meetings with C-suite executives and Board members
  • Lead transaction workstreams and mentor junior team members
  • Support business development and deal origination efforts

Requirements
Must-Have:

  • 2+ years of investment banking or M&A advisory experience
  • 2-3 closed M&A transactions (Technology sector strongly preferred)
  • Bachelor's degree from top-tier university (3.5+ GPA minimum)
  • Advanced financial modeling and Excel proficiency
  • Strong PowerPoint and presentation skills
  • Experience with Capital IQ, FactSet, or PitchBook

Key Attributes:

  • Exceptional analytical and communication skills
  • Ability to manage multiple priorities in fast-paced environment
  • Team-oriented with leadership potential
  • Immediate availability preferred

What Our Client Offers

  • Opportunity to work with a leading middle-market platform
  • Exposure to market-leading Technology M&A transactions
  • Direct client interaction and deal leadership opportunities
  • Accelerated career path with clear promotion trajectory
  • Collaborative, entrepreneurial culture with strong mentorship
  • Competitive compensation and comprehensive benefits

  • Associate, Technology Investment Banking

    5 days ago

    San Francisco, California, United States Cantor Fitzgerald Full time $150,000 - $200,000 per year

    Job Title:Associate, Technology Investment BankingLocation:San Francisco, CA, in officeFirm Overview:Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a premier investment bank serving more than 5,000 institutional clients...

  • Investment Banking Analyst II

    7 days ago

    San Francisco, California, United States Selby Jennings Full time $100,000 - $150,000 per year

    ob Title: Investment Banking AnalystLocation: San Francisco Bay Area, CACompany Overview:Our client is a boutique Investment Bank specializing in the technology sector, dedicated to providing exceptional advisory services to innovative tech companies. Our team is composed of experienced professionals who are passionate about the tech industry and committed...

  • Investment Banking

    2 days ago

    San Francisco, California, United States JPMorgan Chase & Co. Full time $80,000 - $150,000 per year

    DescriptionWe are seeking an experienced Analyst to join our industry-leading M&A team.As an Analyst in M&A, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning...

  • Investment Banking Analyst

    4 days ago

    San Francisco, California, United States Reshy Full time $80,000 - $100,000 per year

    We are seeking undergraduate students to join ourInvestment Banking Analyst Program. This role provides hands‑on exposure to mergers & acquisitions (M&A), capital raising, and strategic advisory services.Responsibilities:Conduct industry and company research to support client presentations and transaction pipeline developmentAssist in building and...

  • Investment Banking

    3 days ago

    San Francisco, California, United States JPMorganChase Full time $120,000 - $200,000 per year

    DescriptionWe are seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Job SummaryAs an Analyst in the Healthcare in the Investment Banking Division, you will be a key player in the execution...

  • Investment Banking

    5 days ago

    San Francisco, California, United States JPMorganChase Full time $120,000 - $250,000 per year

    JOB DESCRIPTIONAs an Associate in M&A you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a...

  • 2026 Investment Banking Analyst – Technology, Media and Communications

    7 days ago

    San Francisco, California, United States Oppenheimer Holdings Full time $100,000 - $120,000 per year

    Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

  • Analyst - IB Technology

    6 days ago

    San Francisco, California, United States Jefferies Full time $110,000 - $125,000 per year

    Job DescriptionGroup Description:Jefferies is a Global Investment Bank with capabilities across diverse products, including equity, debt, lending, M&A and restructuring, paired with deep sector expertise across 9 major industry vehicles.Jefferies' Technology Investment Banking Group, one of the largest investment banking franchises on Wall Street, provides a...

  • Tech M&A Investment Banking Summer Associate 2026, San Francisco

    2 days ago

    San Francisco, California, United States Aeris Partners Full time $100,000 - $120,000 per year

    About Aeris Partners Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach...

  • Associate, Technology Investment Banking

    24 hours ago

    San Francisco, California, United States BMO Full time $175,000 - $225,000

    Application Deadline:11/29/2025Address:180 Montgomery St.Job Family Group:Capital Mrkts Sales & ServiceThe Technology Investment Banking team is hiring an experienced Associate to join the team in either San Francisco, CA or New York, NY.Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class...