Investment Banking Analyst 2 Technology M&A (Middle Market)
Prospect Rock Partners
Overview Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in San Francisco. This brand name investment bank offers a key role within an experienced team focused on technology companies. The successful candidate will support senior bankers in executing M&A and financing transactions across all technology sub-verticals. This position provides direct exposure to CEO, CFO, and Board level contacts, along with significant responsibility and advancement opportunities. Ideal candidates will have previous technology investment banking experience at the Analyst level. Primary Responsibilities Participate in client transactions, projects, and assignments Interact with clients, internal banking teams, and product teams Assist in preparing presentations and marketing materials (e.g., CIM, Management Presentations) Conduct valuation analyses and financial modeling of clients and targets Review business plans, conduct research, and analyze financial statements Manage due diligence processes, including virtual data room preparation and counterparty Q&A Required Qualifications 1+ years of investment banking experience, preferably in technology-M&A related transactions Strong financial modeling and analytical skills, including knowledge of financial accounting BS or BA in finance or similar field with an exemplary academic record Outstanding written and oral communication skills High motivation, energy, and interpersonal skills Ability to manage multiple tasks in a dynamic, meritocratic, team-oriented environment Proficiency in Microsoft Office STEM OPTs/H1Bs considered on a case by case basis for those with exceptional backgrounds This role offers an excellent opportunity for a driven professional to advance their career in technology investment banking within a prestigious middle market firm. #J-18808-Ljbffr Prospect Rock Partners
- ...an integrated Capital Markets platform using a sector... ...portfolio of private and middle market companies with... ...direction and feedback to Analysts; accountable for... ...risks while protecting the bank by applying our Risk Management... .... ~3+ years of investment banking or valuation...SuggestedContract workPart timeLocal area
- ...Partners Aeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-... ...in size from $200M to $2+ Billion and the firm is a... ...member of FINRA and SIPC. Analyst Job Description We are seeking...SuggestedFull timeWork at officeImmediate start
$100k - $110k
...Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer... ..., with a specific focus on Technology, Media and Communications,... ...looking for an experienced Analyst (2nd / 3rd year) to join... ...Qualifications: At least 1-2 years of experience in...SuggestedImmediate startMonday to Friday- ...Client is an elite M&A boutique focused on the Technology sector. The firm is redefining the investment banking career path. Unlike... ...sector. The Role The Analyst experience is designed... ...and board members. Market Monitoring:... ...valued (typically 0-2 years for entry-level...Suggested
- Bank of Montreal is seeking a Capital Markets Sales professional located in San Francisco, California. The ideal candidate will bring 4-6 years of relevant experience, particularly in investment banking or valuation, and a strong educational background in finance or economics...Suggested
- ...Fitzgerald in San Francisco is seeking an Investment Banking Associate to support its Technology team. This role involves strategic advisory and capital markets transactions within the tech... ...The successful candidate will manage M&A transactions, prepare financial models...
$85k - $103k
Investment Banking Analyst San Francisco Permanent Salary range, $85,000... ...GP Bullhound is a leading technology advisory and investment firm... ...financial performance Conduct market research on industry trends... ...being fully involved in M&A transactions, probably at a...Permanent employmentWork at office$120k - $140k
...client is a leading investment bank providing top‑... ...and Commerce Tech M&A, typically... ...on the changing technological and commercial landscape... ...for an experienced Analyst 2/3 to join the... ...presentations, and other marketing materials to... ...experience at a middle‑market, bulge...H1bWork at officeVisa sponsorship- ...a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity... ...to contribute to the firm's M&A execution and capital raising... ...materials for use in M&A and capital markets transactions or strategic client...Work experience placement
- GrowthPoint Technology Partners is a leading boutique investment bank focused exclusively on the technology... ...The firm specializes in M&A and Capital Raise... ...oriented Business Development Analyst to join our dynamic origination... ...Sell‑Side Origination & Market Research: Identify and...InternshipWork at office
$110k - $125k
Jefferies is a Global Investment Bank with capabilities across... ..., debt, lending, M&A and restructuring, paired... ...vehicles. Jefferies’ Technology Investment Banking Group... ...and Hong Kong. Our Analyst role offers a unique opportunity... ...M&A, Equity Capital Markets and Leveraged Finance...Relocation$120k
Investment Bank A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is hiring an investment analyst. The firm was founded in 2011 and is headquartered... ...and assimilate market data related to...Work experience placementInternshipImmediate start- Investment Banking 2027 Summer Analyst job at Union Square Advisors. San Francisco, CA. Internship... ...in mergers and acquisitions (M&A) and capital raising within the technology sector. Interns, or “Summer... ...written internal and external marketing materials. Improve and...Full timeSummer workInternship
$85k - $103k
A leading technology advisory firm is seeking an Investment Banking Analyst in San Francisco. The role involves conducting financial modeling to evaluate opportunities, preparing client presentations, and supporting M&A transactions. Ideal candidates hold a degree in finance...- ...LLC in San Francisco is seeking an Analyst to join their program focused on providing deep expertise in M&A and capital raising within the technology sector. Analysts will assist on... ...candidate will have at least one year of investment banking experience and a solid background...
- ...Description Job Description The Analyst program at Union Square Advisors... ...to gain deep domain expertise in M&A and capital raising in the technology sector. Analysts will have the... ...analysts with at least 1 full year of investment banking experience. Powered by JazzHR...Full time
- ...Description A leading elite boutique investment bank is seeking an exceptional technology M&A professional to join our high-... ...Overview Level: Associate 2 Focus: Technology M&A Location:... ...client advisory services Prepare marketing materials, management presentations...Work at officeImmediate startFlexible hours
- Citizens Bank in San Francisco is looking for an Investment Banking Analyst III to join their Investment Banking team. The Analyst will play a key role in supporting... ...of transactions, primarily in healthcare and technology. Key responsibilities include conducting financial...
- ...Full-Time Industry: Investment Banking / Financial... ...Experience Level: Analyst / Early Career Compensation... ...consulting, and technology roles our members... ...Equity, Capital Markets, or Corporate... ...Role A leading middle-market investment... ...live transactions, M&A advisory,...Full timeInternship
- The Analyst program at Union Square Advisors offers candidates the unparalleled... ...to gain deep domain expertise in M&A and capital raising in the technology sector. Analysts will support... ...with at least 1 full year of investment banking experience. #J-18808-Ljbffr Union...Full time
- GP-Bullhound is hiring an Investment Banking Associate for their San Francisco office... ...experience, particularly in M&A. Candidates must display a passion for technology and possess strong analytical,... ...transaction processes, prepare marketing documents, and support clients...Work at office
$168k - $240k
...intersection of people, experiences, and technology. The Global Mergers &... ...of Slalom. The Role: M&A Principal/Senior Principal The... ...successful enterprise and mid-market companies, and 500+ public sector... ...a result, Slalom is proud to invest in benefits that include meaningful...Temporary workWork at officeLocal area- An elite M&A boutique is seeking an Analyst to provide strategic advice to innovators in the technology sector. This immersive role involves building complex financial models, conducting... ...Finance or Economics is preferred, with 0-2 years of related experience valued. #J-188...
- Prospect Rock Partners is looking for an exceptional Associate 2 in Technology M&A based in New York City. The role involves supporting... ...executives. The ideal candidate has 2-4 years of M&A investment banking experience with a strong analytical background. This position...
$260k - $420k
Life Sciences Capital Markets + M&A Mid-to-Senior Associate San Francisco, United States | Posted on 12/23/2025 Corporate Associate - Life... ...and private life sciences companies and healthcare-focused investment funds on high-stakes, market-facing work. This role sits...$225k
...delivering innovative solutions for four sectors: Technology & Innovation, Energy & Infrastructure,... ...with Orrick's Energy & Infrastructure M&A practice and this position is based out... ...ventures, and corporate transactions for market-leading clients across the entire energy...Temporary workFlexible hours- ...digital experiences and executing targeted member acquisition campaigns. The ideal candidate will have at least 5 years of digital marketing experience, ideally in health insurance, with strong project management skills and the ability to collaborate across teams....
- A well-respected investment bank is seeking an Analyst 2 for their Technology M&A team in San Francisco. The role involves supporting senior bankers in executing M&A transactions and offers direct interaction with executive-level contacts. Ideal candidates should have...
$260k - $420k
...associate in San Francisco to focus on life sciences transactions within an AmLaw 100 firm. The role includes advising on capital markets, M&A, and growth-stage counseling for public and private life sciences companies. Ideal candidates will have significant...- ...financial advice to your clients. A role as a Technology Associate Banker is for you. As an... ..., complete portfolio reviews, build market share and drive internal and external client... ..., Treasury Services, International Banking, Commercial Card and Merchant Services....Local area
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