Job Description

Job Title: Investment Banking Associate I or II

Location: San Francisco

Job Summary:

We are partnering with a top-tier Middle Market investment bank headquartered in San Francisco to support the expansion of its Technology Group . The firm is seeking a highly motivated and technically proficient Associate to join its high-performing team. Known for its strong leadership, deep industry relationships, and consistent execution across Enterprise Software & Hardware transactions, this group is an ideal home for candidates looking to deepen their expertise in one of the most dynamic sectors in global finance.

The Associate/VP will play a key role in deal execution, financial analysis, client communications, and strategic advisory efforts. The position provides significant career development potential and direct exposure to high-profile clients and landmark deals.

Key Qualifications:

• Minimum 1+ years of investment banking experience , preferably in M&A, technology coverage, or capital markets.
• Strong analytical and technical skills, with proficiency in financial modeling, valuation, LBO analysis, and deal structuring .
• Experience preparing pitch books, CIMs, board materials, and management presentations .
• Solid foundation in accounting, corporate finance, and market trends .
• Exceptional communication skills , both written and verbal, with a strong executive presence.
• Ability to manage multiple workstreams, collaborate cross-functionally, and thrive in a fast-paced, demanding environment.
• A high level of professionalism, attention to detail , and strong work ethic.

If you're a driven finance professional looking to join a market-leading team and accelerate your career in technology investment banking, we encourage you to apply.

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