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Blacklock Group

Investment Banking Associate

Blacklock Group, San Francisco, California, United States, 94199

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Overview

Research Consultant - Investment Banking and Private Equity About the Firm Our client, a leading Elite Boutique investment banking advisory firm headquartered in San Francisco, is seeking a high-performing Investment Banking Associate to join its Technology coverage team. Responsibilities

Transaction Execution:

Lead execution of buy-side and sell-side M&A, IPOs, and capital raise transactions across the technology space. Client Interaction:

Serve as a key point of contact for clients, participating in meetings, presentations, and ongoing relationship management. Valuation & Financial Modeling:

Build and review complex financial models (DCF, LBO, comps, precedent transactions) to support transaction analysis. Due Diligence:

Oversee and coordinate due diligence efforts, including data room management and interaction with internal and external stakeholders. Marketing & Pitching:

Assist senior bankers in preparing pitch books and marketing materials for new business development efforts. Mentorship:

Guide and train Analysts and Interns, reviewing deliverables and supporting professional development. Qualifications

Experience:

3–5 years of experience in investment banking, preferably with a focus on the technology sector. Education:

Bachelor’s degree from a top-tier institution; MBA or other advanced degrees a plus but not required. Technical Skills:

Exceptional proficiency in financial modeling, PowerPoint presentations, and deal process management. Sector Knowledge:

Deep understanding of the technology landscape (particularly software, SaaS, or fintech), key trends, and strategic drivers. Work Ethic & Attitude:

High level of initiative, attention to detail, and ability to manage multiple projects under tight deadlines. Licensing:

Series 79 and 63. Job Details

Seniority level:

Associate Employment type:

Full-time Job function:

Consulting Industries:

Investment Banking and Financial Services Note: This description retains the core responsibilities and qualifications from the original posting while removing extraneous boilerplate and formatting inconsistencies.

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