Investment Banking Analyst 2 Technology M&A (Middle-Market)

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

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