Investment Banking Associate - Technology
$175kAplaro Ltd
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. Support investment banking activities including new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive analysis and research such as financial modeling, apply valuation methods, and support due diligence activities. Work closely with client staff to advance projects, gathering necessary information, performing complex financial modeling outcomes and presenting analysis. Provide training and mentorship to Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. QUALIFICATIONS Bachelor’s Degree required Prior investment banking experience required; 2+ years experience as an Investment Banking Analyst strongly preferred At least 1 year of investment banking experience covering technology/software (or PE equivalent) required Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment #LI-CG1 Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. Salary Range $175,000 — $175,000 USD Benefits medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. About Our Firm About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. O #J-18808-Ljbffr Aplaro Ltd
$175k - $225k
Investment Banking AssociateCountry: United States of AmericaIt Starts Here:Santander is a global... ...from a high-impact brand into a technology-driven organization. Our people are at... ...We Want to Talk to You!We have several Associate openings across our Investment Bank.Opportunities...SuggestedHourly payFull timeContract workWork experience placementShift work$175k
....Join William Blair, the Premier Global Partnership.Support investment banking activities including new business development, transaction execution... ...least 1 year of investment banking experience covering technology/software (or PE equivalent) requiredDetail oriented with...SuggestedTemporary workSummer workSummer internship$175k - $225k
...Location: San Francisco, California, United StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in...SuggestedFull time- ...Tech M and A Investment Banking Analyst, Associate and Vice President About the Company Acclaimed M&A investment bank Industry Investment... ...is a prominent M&A investment bank with a focus on technology markets, including software and SaaS. They are in search...Suggested
$130k - $175k
Description Citizens is seeking an ambitious Investment Banking Associate I to join our Investment Banking team in San Francisco. The Associate... ...advisory services across the group with a specific focus on technology. Primary responsibilities include The responsibilities...SuggestedLocal areaMonday to FridayFlexible hours- Selby Jennings is partnering with a boutique investment bank working with founder-led technology companies. They operate at the cutting edge of technology and... ...hands-on deal execution. They are looking for an Associate, who will lead deal execution, manage client relationships...
$150k - $160k
...Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With... ...industries, with a specific focus on Technology, Media and Communications, Consumer and... ...actively looking for an experienced Associate (1st or 2nd year) to join our team in...Immediate startMonday to Friday- Union Square Advisors LLC is seeking an Associate with at least one year of experience and a strong background in finance to support M&A advisory for technology clients. You will build financial models, assist in due diligence and prepare client-ready presentations, working...
- Citizens Bank in San Francisco seeks an ambitious Investment Banking Associate I to join our team. You will participate in origination and execution of financings, M&A, and advisory services across technology, with close collaboration with senior bankers. The role emphasizes...
- Investment Banking Associate 2 Technology M&A (Global Advisory) About the job Investment Banking Associate 2 Technology M&A (Global Advisory) Our client, a leading international investment bank, is seeking an Associate 2 level banker to join their Business & Tech-Enabled...Immediate start
- Lazard, a premier financial advisory and asset management firm, seeks an experienced Associate to join the San Francisco Technology Investment Banking Group. You will work on M&A, capital raising and related advisory services as part of a close, high-caliber team. Responsibilities...
- Citizens is seeking an ambitious Investment Banking Associate I to join our Investment Banking team in San Francisco. The Associate I will be involved... ...and acquisitions and other advisory services across the group with a specific focus on technology. #J-18808-Ljbffr Citizens
$175k - $225k
...Technology M&A Investment Banking Associate Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur...Full timeWork experience placementWork at office- 2027 Investment Banking Summer Associate Program - San Francisco, Technology, Media & Telecom Group Opportunity ID 1911 Region Americas Location San Francisco Business unit(s) Investment Banking Program type Summer Associate Graduation Requirement December...Summer workInternshipWorldwide
$275k
...Investment Banking - Banker - Tech - VP - New York or San Francisco Santander is a global leader... ...from a high-impact brand into a technology-driven organization. Our people are at... ...mentorship and guidance to Analysts and Associates. Travel as requested by senior deal...Hourly payFull timeWork experience placementWork at officeShift work$275k
...a high-impact brand into a technology-driven organization. Our people... ...the full range of Global Banking activities. We provide global... ...seeking a Vice President in Investment Banking Coverage supporting... ...guidance to Analysts and Associates. Travel as requested by senior...Hourly payFull timeContract workWork experience placementWork at officeShift work$80k - $100k
...Prepare Consolidated Financial Statements with footnotes Analyze investment documents and properly set up investment structures including... ...sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their...Work at officeRemote work2 days per week$150k - $185k
...combining industry-leading insurance with world-class cybersecurity technology, At-Bay offers end-to-end prevention and protection for the... ...the Cyber and Tech E&O rate plan, detailed rating rules and associated business logic for the new product and achieved alignment from...$80k - $100k
...PartnersPrepare Consolidated Financial Statements with footnotesAnalyze investment documents and properly set up investment structures including... ...sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their...Work at officeRemote work3 days per week$120k - $135k
...the ground up to help businesses tackle cyber risk head on. By combining industry-leading insurance with world-class cybersecurity technology, At-Bay offers end-to-end prevention and protection for the digital age. With 98% of cyber insurance claims in the past five...$72k - $96k
...business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. As a core member of our Fund Accounting...Full timeTemporary workWork at officeLocal areaWorldwide- Tandem Search is seeking an Associate 0/1 to join the Tech team in San Francisco. The successful candidate will work... ...bankers within a well-established international bank. Ideal candidates have 3-4 years of investment banking experience with strong LBO, DCF and merger modelling...
- I am working with a leading international middle market investment bank, which is looking to add an Associate 0/1 into their Tech team in San Francisco. The platform has grown massively over the last couple of years and is experiencing very good deal flow across M&A as...
- Financial Technology Partners in San Francisco is seeking a Full-Time Investment Banking Associate to begin in July 2027. You will originate and execute live transactions, with heavy emphasis on financial modeling, valuation, due diligence, and client materials. The role...Full time
$200k - $300k
...Posted: 2026-09-03Location: San Francisco, California, United StatesSalary: $200,000.00 - $300,000.00Category: Executive, Banking & International, Investment BankingCompany: CitiThe Banker is a senior level position responsible for assisting clients in raising funds in the...Full time$70k - $88k
...process with the support of our innovative technology and tools. This position offers an... ...reimbursements, professional development, employee investing discount, and more!Here at Wealthfront,... ...Cash Account that, through our partner banks, offers one of the highest annual...$110k - $135k
...be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your... ....0 - 3 years of successive relevant experience within investment and/or corporate banking.Shows initiative, prioritizes work, multi...Full timeContract workPart timeLocal area$125k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform... ...preferredAt least 1 year of investment banking experience covering technology/software (or PE equivalent) requiredProven track record in...Temporary workSummer internship$110k
...communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Technology team in our San Francisco, CA office. Candidates who... ...to stay on for a third year. Direct promotion to the Associate level is available for strong performers without an...Full timeWork at officeWork visa$120k
Business Unit:Corporate FinanceIndustry:Technology OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep...Full time
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