2026 Investment Banking Analyst 2/3

Union Square AdvisorsSan Francisco, CA

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Overview

Schedule

Full-time

Career level

Entry-level

Remote

On-site

Benefits

Career Development

Job Description

The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Union Square Advisors is a technology-focused investment bank that advises companies, founders, and financial sponsors on sell-side and buy-side M&A, growth equity and private capital raises, and strategic alternatives across software, internet, digital media, fintech, and tech-enabled services.

Analysts work directly with senior bankers on live transactions from pitch through close, contributing to both quantitative and qualitative workstreams while building a foundation in technology sector coverage. This is a lean-team environment with meaningful client exposure and responsibility well beyond what is typical at larger institutions.

Responsibilities

Build and maintain financial models, including operating models, DCF, LBO, merger/accretion-dilution, and returns analyses
Prepare client-facing materials such as pitch books, CIMs, management presentations, and board materials
Conduct in-depth industry and company-specific research, including comparable company and precedent transaction analysis
Support diligence processes and data room management, and track buyer and investor outreach throughout live deals
Monitor sector trends, M&A activity, and capital markets developments across assigned coverage areas

Qualifications

At least 1 full year of investment banking experience; technology sector coverage a plus
Bachelor's degree with a strong academic record
Advanced proficiency in Excel and PowerPoint, with a strong command of valuation methodologies and accounting fundamentals
Proficiency with AI tools in a professional workflow and genuine interest in the technologies reshaping the sectors we cover; we expect Analysts to actively use AI to work faster and sharper
Excellent written and verbal communication skills and close attention to detail
Ability to manage multiple workstreams under deadline in a fast-paced, entrepreneurial environment

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FAQs About 2026 Investment Banking Analyst 2/3 Jobs at Union Square Advisors

What is the work location for this position at Union Square Advisors?

This job at Union Square Advisors is located in San Francisco, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Union Square Advisors?

Employer has not shared pay details for this role.

What employment applies to this position at Union Square Advisors?

Union Square Advisors lists this role as a Full-time position.

What experience level is required for this role at Union Square Advisors?

Union Square Advisors is looking for a candidate with "Entry-level" experience level.

What benefits are offered by Union Square Advisors for this role?

Union Square Advisors offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Union Square Advisors?

You can apply for this role at Union Square Advisors either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.