2026 Investment Banking Analyst 2/3
$120k - $135kFull-time
Union Square Advisors
The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Union Square Advisors is a technology-focused investment bank that advises companies, founders, and financial sponsors on sell-side and buy-side M&A, growth equity and private capital raises, and strategic alternatives across software, internet, digital media, fintech, and tech-enabled services.
Analysts work directly with senior bankers on live transactions from pitch through close, contributing to both quantitative and qualitative workstreams while building a foundation in technology sector coverage. This is a lean-team environment with meaningful client exposure and responsibility well beyond what is typical at larger institutions.
Responsibilities
- Build and maintain financial models, including operating models, DCF, LBO, merger/accretion-dilution, and returns analyses
- Prepare client-facing materials such as pitch books, CIMs, management presentations, and board materials
- Conduct in-depth industry and company-specific research, including comparable company and precedent transaction analysis
- Support diligence processes and data room management, and track buyer and investor outreach throughout live deals
- Monitor sector trends, M&A activity, and capital markets developments across assigned coverage areas
Qualifications
- At least 1 full year of investment banking experience; technology sector coverage a plus
- Bachelor's degree with a strong academic record
- Advanced proficiency in Excel and PowerPoint, with a strong command of valuation methodologies and accounting fundamentals
- Proficiency with AI tools in a professional workflow and genuine interest in the technologies reshaping the sectors we cover; we expect Analysts to actively use AI to work faster and sharper
- Excellent written and verbal communication skills and close attention to detail
- Ability to manage multiple workstreams under deadline in a fast-paced, entrepreneurial environment
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the 2026 Investment Banking Analyst 2/3 in San Francisco, CA vacancy
$110k - $130k
...Description DC Advisory is an international investment bank committed to making a difference. As... ...Requirements The Role As an Analyst on the Technology team, you will be responsible... ...with Microsoft Office suite At least 2-3 years post undergraduate investment...SuggestedTemporary workWork experience placementWork at officeWork from homeDC Advisory
San Francisco, CA22 days ago$110k
...Citi is looking for Full Time Analysts to join the Investment Banking team in NAM. The Investment... ...teaching you the ropes. The 2 year Analyst program starts... ...with a preferred GPA of 3.5 or above Annual Salary... ...Posting Close Date: Sep 27, 2026----------------------------...SuggestedFull time$110k
...Citi's is looking for Full-Time Analysts to join the Investment Banking team in NAM. The Investment... ...new and innovative ways. The 2-year Analyst Program starts in... ...Bachelor's degree between December 2026 and June 2027. *You will graduate with a 3.5 GPA or above. Who we...SuggestedFull timeWork at office$110k - $130k
...Description DC Advisory is an international investment bank committed to making a difference. As... ...Requirements The Role As an Analyst on the Technology team, you will be responsible... ...with Microsoft Office suite At least 2-3 years post undergraduate investment...SuggestedTemporary workWork experience placementWork at officeWork from home- ...A leading technology investment banking advisory firms in San Francisco is seeking an Investment Banking Analyst to join its team. The firm is widely recognized for its leadership... ...collaborative environment Qualifications 2–3 years of investment banking experience Strong...Suggested
Dartmouth Partners
San Francisco, CA1 hour ago - ...-Directed - our digital investing platform. The combined business... ...advisors located across 3,500 branches and 20... ...cover a territory of 2 to 3 regions remotely and... ...Consumer & Community Banking division serves our Chase... ...of U.S. households. Full timePosting Date: 2026-08-31Work at officeRemote workFlexible hoursNight shift
- The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A... ...in-depth industry and company-specific research. We are targeting analysts with at least 1 full year of investment banking experience....Full time
Union Square Advisors
San Francisco, CAa month ago - ...Partners is a market leading M&A investment bank serving software, SaaS, and... ...range in size from $200M to $2+ Billion and the firm is a registered... ...of FINRA and SIPC. Analyst Job Description We are... ...performance Candidates with a GPA of 3.5 or higher are preferred...Full timeWork at officeImmediate start
Aeris Partners
San Francisco, CA28 days ago $100k
...industry—we define it with a 1.3 billion square foot portfolio... ...of approximately $3.2 trillion. We create the intelligent... ...what comes next. Job Title: Investment Analyst Program (IAP) 2027 Company:... ...models for the existing land bank. Maintain and monitor regional...Full timeFor contractorsWork experience placementInternshipWork at officeLocal areaRelocationRelocation package$124k - $150k
...Restaurant POS by G2 (Summer 2026), based on ratings from... ...re looking for a Senior Analyst, Strategic Finance to... ...your career trajectory.3+ years of experience in... ..., and that’s why we invest in you with a competitive... ...reimbursement for up to $2,000 per calendar year to...Summer workWork at office$2,000 per month
...categories in G2’s Winter 2026 Report, Amplitude... ...& Collections Analyst to own critical... ..., you need to have:3-5+ years of experience... ...pay period up to $2,000 annuallyFlexible... ...made significant investments in talent and infrastructure... ...such as bank account number or social...Contract workHome office- Software Guidance & Assistance, Inc., (SGA), is searching for a Finance Analyst 2 for a Contract assignment with one of our premier Healthcare clients in San Francisco, CA . Responsibilities : ~ Involves developing, interpreting and implementing financial concepts...Contract work
$110k - $135k
....Take measured risks while protecting the bank by applying our Risk Management Framework... ...regulations.Qualifications:Typically between 3 - 5 years of relevant experience and post... ...of successive relevant experience within investment and/or corporate banking.Shows initiative,...Full timeContract workPart timeLocal area$120k
...Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ...transactions. Job DescriptionAs an Experienced Analyst, you will:At least 1 full year of... ...current benefits offerings can be found here:2026 BenefitsWe are an equal opportunity...Full time- ...Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base +... ...Build and maintain detailed financial models (3-statement, DCF, LBO, accretion/dilution) Conduct...Full timeInternship
Career Launch AI
San Francisco, CA3 days ago $40.23 - $46.2 per hour
...Review Date The First Review Date for this job is: September 25, 2026 Responsibilities Procurement & Payment Processing Specific duties... ...1) and provide functional income and expense detail (Chartfield 2) unique to a performing arts organization. Budget, Forecast & Reporting...Bi-weekly payHourly payFull timeContract workWork experience placementH1bWork at officeLocal areaRemote work$80k - $100k
...AI-native private bank for business owners... ...profitability by late 2026 . We move fast,... ...business owners ($3-$200M in revenue)... ...years out of a banking analyst program, or a... ...ROI of our growth investments — by channel, campaign... ...out Requirements 0-2 years in FP&A, strategic...Immediate startRemote workFlexible hours$35 per hour
...Finance Analyst 2 3484078 ~ Hourly pay: $35/hr ~ Worksite: Leading medical institution (San Francisco, CA 94158 - Hybrid) ~ W2 Employment, Group Medical, Dental, Vision, Life, Retirement Savings Program, PSL ~40 hours/week, 6 Month Assignment A leading...Hourly payTemporary workShift workAvispa Technology
San Francisco, CA2 days ago$105k
...Finance and Capital Markets Analyst to join the company's finance... ...Engineering or related field ~1-2 years of project finance... ...transaction experience at a developer, investment bank, project finance lender, tax... ...applying to this role is 10/3/2026. Plus Power is...Contract workWork at officeRemote workWork from homeFlexible hoursPlus Power
San Francisco, CA22 days ago$84.2k - $134.6k
...to hire a Research Resources & Acquisitions Analyst.The Research Resources & Acquisitions... ...Washington, DC office and follows a hybrid three (3) days per week in-office working... ...receive: 9 paid holidays per calendar year, 2 personal days per year, and up to 20 days...Full timeContract workWork at officeLocal areaFlexible hours3 days per week- ...seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team,... ...SummaryAs an Analyst in the Healthcare in the Investment Banking Division, you will be a key player in... ...extends liquidity in markets around the world. Full timePosting Date: 2026-02-26Work experience placement
$175k - $225k
...ID: 95047073776Posted: 2026-09-16Location: San Francisco... ...- $225,000.00Category: Banking & International, Investment BankingCompany: CitiCiti... ....Mentor and guide analysts through the transaction... ...working model that balances 3 days in the office and 2 days working remotely,...Full timeWork at officeRemote work$310k - $420k
...50% of class at minimum).Grades: Most groups prefer no Cs, especially for 1L courses. GPA guidelines vary by school ranking (e.g., 3.0-3.2 for T14, 3.5-3.7 for lower-ranked schools).Active bar admission in the relevant jurisdiction is required.Law firm experience: Must...Fixed term contractRelocation packageFlexible hours$83k - $92k
...best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.... ...for visa sponsorship. This posting will close on October 2nd, 2026. Unleash Your Potential When you join Salesforce, you’ll be...Permanent employmentWork experience placementInternshipVisa sponsorship$105.8k - $163.45k
...modeling in support of strategic initiatives, 2) preparation of key financial forecasts... ...outlooks, and monthly forecasts, 3) presentation of performance insights and... ...environment at a publicly-traded company or at an investment bankExperience with Google Sheets or...Permanent employmentFull timeContract workWork at officeLocal areaRemote work2 days per week- ...able to collaborate in person 2 days a week.About SuperhumanGrammarly... ..., 50,000 organizations, and 3,000 educational institutions... ...’re seeking a Senior Finance Analyst to partner with Engineering, Product... ..., expense management, and investment prioritization across both near...WorldwideHome officeFlexible hours2 days per week
$119k - $150k
...oriented and analytically strong Financial Analyst to join our Strategic Finance team, reporting... ..., Accounting, Economics or equivalent area.2-5 years of FP&A or Strategic Finance... ...collaboration. Employees are expected to be on-site 3 days per week (Monday, Tuesday, and...Work at officeLocal areaFlexible hours3 days per week- ...About the RoleWe are looking for a Senior Data Analyst — Corporate Financial Reporting to join our... ...planning.This is a hybrid role, with 1-2 days per week onsite at our San Francisco... ...a related data-focused role, with at least 3+ years specifically supporting Finance, FP...Work at officeLocal areaRemote workFlexible hours2 days per week1 day per week
$90k - $122k
...developing structural solutions for tax equity investments.Develop and deliver internal / external... ...or related area combined with at least 2-4 years of project finance analytical / modelling... ...-JH1 #LI-HybridJob Summary# of Openings: 1Category: Finance & TreasuryJob ID: 2026-3344Full timeTemporary workWork experience placement$105.6k - $173.25k
...execution-oriented Senior Finance Analyst in San Francisco, CA to own close,... ...role in supporting our consolidated 3 statement modeling.This is a high-... ...role is ideal for a candidate who has 2-4 years of experience in investment banking, private equity / venture capital,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to 2026 Investment Banking Analyst 2/3. Be the first to apply!
Related searches
- investment banking analyst San Francisco, CA
- investment analyst San Francisco, CA
- portfolio analyst San Francisco, CA
- investment specialist San Francisco, CA
- investment officer San Francisco, CA
- investment San Francisco, CA
- community investment San Francisco, CA
- renewable energy investment San Francisco, CA
- investment sales San Francisco, CA
- investment internship San Francisco, CA