Investment Banking Analyst - Technology M&A - SF
The Weatherly GroupSan Francisco, California
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Overview
Schedule
Full-time
Career level
Entry-level
Remote
On-site
Benefits
Career Development
Job Description
About the Firm Our Client is an elite M&A boutique focused on the Technology sector. The firm is redefining the investment banking career path. Unlike traditional "one-size-fits-all" programs, they provide tailored talent pathways and differentiated development opportunities for bankers. The team consists of elite practitioners from top-tier global institutions, offering high-profile, industry-defining transaction experience within the technology sector.The Role The Analyst experience is designed to be immersive and high-impact. You will work on lean transaction teams alongside senior leadership, providing strategic advice to leading innovators in the tech industry. This role requires a high degree of initiative, as analysts are expected to contribute across multiple disciplines from day one.Core Responsibilities
- Financial Modeling & Valuation: Build and maintain complex models, including DCF, precedent transactions, and comparable company analyses to illustrate projected financial results.
- Transaction Execution: Support the end-to-end execution of M&A and capital-raising engagements, including due diligence and deal documentation.
- Strategic Research: Conduct in-depth qualitative and quantitative research on technology industry trends and specific corporate developments.
- Client Materials: Prepare high-quality pitch books, Confidential Information Memoranda (CIMs), and management presentations for C-suite executives and board members.
- Market Monitoring: Interpret data on price, yield, and economic factors to forecast business conditions and identify strategic opportunities.
- Analytical Mindset: Superior quantitative abilities with a focus on detail-oriented accuracy and strategic thinking.
- Ownership & Initiative: Proven ability to take early ownership of projects and work effectively in a collaborative, fast-paced environment.
- Communication: Exceptional oral and written communication skills to clearly articulate complex financial ideas.
- Education: A strong academic record from a top-tier university; a degree in Finance, Economics, or a related quantitative field is preferred.
- Experience: Prior experience in investment banking, tech advisory, or consulting is highly valued (typically 0–2 years for entry-level roles).
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FAQs About Investment Banking Analyst - Technology M&A - SF Jobs at The Weatherly Group
What is the work location for this position at The Weatherly Group?
This job at The Weatherly Group is located in San Francisco, California, 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 The Weatherly Group?
Employer has not shared pay details for this role.
What employment applies to this position at The Weatherly Group?
The Weatherly Group lists this role as a Full-time position.
What experience level is required for this role at The Weatherly Group?
The Weatherly Group is looking for a candidate with "Entry-level" experience level.
What benefits are offered by The Weatherly Group for this role?
The Weatherly Group 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 The Weatherly Group?
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