Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Banking Associate

$150k - $200k

Lincoln International

Duties & Responsibilities Lincoln International is seeking an Associate to join the Transaction Opinions & Board Advisory team within the Valuations & Opinions Group. The role focuses on building and delivering transaction opinions and advisory services across M&A, restructuring, recapitalization, spin‑offs, and board or special committee advisory engagements for public and private clients, including private equity firms. Prepare, complete, and review financial models and sophisticated valuation and financial analyses for fairness and solvency opinions (e.g., discounted cash flow, comparable company and precedent transaction analyses, and three‑statement modeling). Take primary ownership of the development and review of board‑level presentations and reports. Coordinate engagement execution, timelines, and oversight of analysts under the guidance of senior deal team members. Review information, track open items across active engagements, and prepare diligence agendas to support in‑process valuations and analyses. Coordinate with clients and, at times, lead diligence efforts or information gathering processes. Prepare marketing materials for meetings with potential or existing clients and support senior members of the Transaction Opinions & Board Advisory team. Qualifications Excellent analytical foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.). Advanced financial modeling and Microsoft Excel skills. Strong writing skills and experience with PowerPoint and Microsoft Word. Effective organizational skills and aptitude to manage people and work products. Strong communication skills and experience interacting with teammates and clients. Three to five years of professional experience in the financial services industry such as investment banking or valuations is strongly preferred. Bachelor’s degree in Finance, Accounting, or Economics from a top‑tier institution; strong academic record (undergraduate and graduate). Active CPA and/or minimum of CFA LevelI is preferred, but not required. Additional Information Salary range: $150,000 to $200,000 per year (applicable for positions in Georgia, Texas, Illinois, NewYork or California). This range is provided in good faith and may be modified; additional pay may be eligible for discretionary bonus. The position does not require or provide visa sponsorship. Lincoln International is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Banking Associate in San Francisco, CA vacancy
  • $175k - $225k

    Investment Banking AssociateCountry: United States of AmericaIt Starts Here:Santander is a global leader and innovator in the financial services...  ...the possibilities We Want to Talk to You!We have several Associate openings across our Investment Bank.Opportunities In:... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Shift work

    Grupo Santander

    San Francisco, CA
    5 days ago
  • $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... 
    Suggested
    Full time

    Citigroup

    San Francisco, CA
    2 days ago
  • $175k

    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... 
    Suggested
    Temporary work
    Summer work
    Summer internship

    William Blair

    San Francisco, CA
    4 days ago
  • $135k - $225k

     ...person to achieve personal success and add value to our teams and communities.We are currently looking for an experienced Investment Banking Associate to join our Consumer team in our Charlotte, NC or San Francisco, CA offices. This individual will serve as a generalist... 
    Suggested
    Full time
    Work experience placement

    Piper Sandler Companies

    San Francisco, CA
    6 days ago
  •  ...Healthcare M&A Investment Banking Associate Locations: Chicago, Illinois I New York, New York I San Francisco, California Work Model: Onsite Job Type: Full-Time The ideal candidate will possess strong healthcare investment banking experience, deep M&A execution... 
    Suggested
    Full time

    Veracity

    San Francisco, CA
    5 days ago
  •  ...Tech M and A Investment Banking Analyst, Associate and Vice President About the Company Acclaimed M&A investment bank Industry Investment Banking Type Privately Held About the Role The Company is a prominent M&A investment bank with a focus on technology... 

    Confidential

    San Francisco, CA
    2 days ago
  •  ...Fairygodboss is seeking an Associate for their Healthcare Investment Banking team in San Francisco. In this role, you will be pivotal in executing business strategies, leading transactions, and mentoring junior staff. You will contribute to strategic client meetings and... 

    Fairygodboss

    San Francisco, CA
    2 days ago
  •  ...BCG Attorney Search is seeking an Associate for our Mergers and Acquisitions practice in San Francisco, California. The role supports and leads complex corporate transactions, including mergers, acquisitions, and joint ventures, with emphasis on client-facing interactions... 

    BCG Attorney Search

    San Francisco, CA
    4 days ago
  •  ...I’m working on an exciting Investment Banking opportunity with a highly regarded platform in San Francisco , currently looking to hire a Junior Associate to join its growing Consumer team . This is a fantastic opportunity for someone looking to take the next step in their... 
    Currently hiring

    Alexander Chapman

    San Francisco, CA
    50 minutes ago
  • $175k

     ...Job Description As an Associate in our Healthcare Investment Banking team, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and... 
    Work experience placement

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    4 days ago
  •  ...CG/ CRC-IB is seeking an Associate to work with mid to senior level management and lead assigned deal teams. You will supervise Analysts, participate in financial due diligence, and develop final deliverables for tax equity financing and M&A transactions. The role requires... 

    CG/ CRC-IB

    San Francisco, CA
    2 days ago
  •  ...BCG Attorney Search in San Francisco seeks a Mergers & Acquisitions Associate to join the Corporate & Securities group. The ideal candidate has 4-7 years of M&A experience and will handle meaningful client-facing responsibilities. You will draft and negotiate complex transaction... 

    BCG Attorney Search

    San Francisco, CA
    4 days ago
  • $260k - $420k

    A leading legal advisory firm in San Francisco is seeking a motivated Recruitment Consultant to join their Emerging Companies & Growth Practice. This entry-level role is perfect for a professional eager to support innovation in technology and life sciences. You will advise...

    Larson Maddox

    San Francisco, CA
    2 days ago
  •  ...Healthcare Investment Banking Associate As an Associate in our Healthcare Investment Banking team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches... 
    Work experience placement

    Chase

    San Francisco, CA
    1 day ago
  • $175k

     ...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... 
    Temporary work
    Summer work
    Summer internship

    Aplaro Ltd

    San Francisco, CA
    3 days ago
  •  ...BCG Attorney Search in San Francisco, California seeks a mid-level associate for its Capital Markets practice. The role emphasizes experience in capital markets transactions and proactive client service. Duties include participating in and managing capital markets transactions... 

    BCG Attorney Search

    San Francisco, CA
    12 hours ago
  •  ...Job Overview A law firm seeks a mid-level or senior associate for their Energy & Infrastructure group in San Francisco, CA. The role involves working on deals in the energy and infrastructure sector, with a focus on regulatory matters. Duties Engage in energy regulatory... 

    BCG Attorney Search

    San Francisco, CA
    12 hours ago
  •  ...Healthcare Investment Banking AssociateAs an Associate in our Healthcare Investment Banking team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches,... 
    Work experience placement

    Chase

    San Francisco, CA
    3 days ago
  • $260k - $365k

     ...Advocates Legal Recruiting in San Francisco seeks an associate for a national ECVC practice to advise on formation, financings, and M&A. You will handle substantive corporate matters with a platform that spans major venture and tech corridors, while enjoying substantial... 

    Advocates Legal Recruiting

    San Francisco, CA
    2 days ago
  •  ...Alexander Chapman is seeking a Junior Associate to join its Consumer investment banking team in San Francisco. This role offers exposure to live M&A and strategic transactions, working closely with senior bankers, clients, and management teams in a fast-paced environment... 

    Alexander Chapman

    San Francisco, CA
    1 hour ago
  •  ...NextEra Energy Investments in Washington DC is seeking an Investment Professional to join their venture capital team. This role involves sourcing, evaluating, and leading investments in early-stage companies focused on enterprise technology, including cybersecurity and... 

    VC Stack

    San Francisco, CA
    2 days ago
  •  ...Selby Jennings is seeking an Investment Banking Associate for its Healthcare team with opportunities across New York, San Francisco, and Chicago. The role focuses on sell-side M&A experience and working closely with senior leadership to drive deal execution. Ideal candidates... 

    Selby Jennings

    San Francisco, CA
    1 hour ago
  •  ...We are partnered with a leading Upper Middle Market Investment Bank seeking to add an Investment Banking Associates on their Healthcare team in New York, San Francisco and Chicago . This is an opportunity to work with highly regarded bankers, gain extensive sell-side M... 
    Relocation

    Selby Jennings

    San Francisco, CA
    1 hour ago
  • $100k

     ...Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial...  ...of the potential transaction in the context of their clients’ investment strategy. Analyze detailed financial statement information... 
    Part time
    Work at office
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    2 days ago
  •  ...About Aeris Partners Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology...  ...registered broker-dealer and member of FINRA and SIPC.   Associate Job Description   We are seeking experienced and highly-motivated... 
    Full time
    Work experience placement
    Work at office

    Aeris Partners

    San Francisco, CA
    8 days ago
  • $175k - $200k

    *Appropriate for candidates with one full year of experience as an Associate in Investment Banking* Associates at Union Square Advisors are highly qualified individuals committed to pursuing a long-term career focused on providing financial advice to our corporate clients... 
    Full time

    Union Square Advisors

    San Francisco, CA
    a month ago
  • $250k

    Healthcare Investment Banking Analyst / Associate - Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: Associate: $250,000 - $450,000+ total compensation (Varies by firm) Type: Full-Time About This Opportunity This Healthcare Investment... 
    Full time

    Career Launch AI

    San Francisco, CA
    4 days ago
  • Citizens is seeking an ambitious Investment Banking Associate I to join our Investment Banking team in San Francisco. The Associate I will be involved in all facets of Citizens’ investment banking activities and will play an integral role supporting the origination and... 

    Citizens

    San Francisco, CA
    4 days ago
  • Financial Technology Partners (FT Partners) in San Francisco seeks a Full-Time Investment Banking Associate to begin in July 2027. You will originate and execute live transactions, perform rigorous financial modeling, valuations, and due diligence, and help prepare client... 
    Full time
    Work at office
    Remote work

    Financial Technology Partners / FT Partners

    San Francisco, CA
    3 days ago
  • Job Description As an Associate in our Healthcare Investment Banking team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating... 
    Work experience placement

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Associate. Be the first to apply!