Consumer Tech M&A Analyst (VC Backed Companies) San Francisco

Investment Banking Analyst

Our client is a leading investment bank providing top-tier strategic and financial guidance to senior management and boards of established companies. The firm specializes in Consumer Tech and Commerce Tech M&A, typically representing founder-led, VC-backed companies ($50M$1B EV) in their sale to publicly traded strategic acquirers. Our client's mission is to empower companies to navigate and capitalize on the changing technological and commercial landscape bringing together a vast network of relationships, industry knowledge, and transaction expertise to deliver independent, high-value advice that aligns with the best interests of their clients.

Our client is looking for an experienced Analyst 2/3 to join the team, based in SF. Our client will not consider H1B, STEM-OPT, or other visa sponsorship at this time.

Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation, and analytical aptitude. Day-to-day responsibilities include financial analysis and modeling, company and industry research, preparing client presentations, and interacting with senior bankers and clients.

Primary Responsibilities:

• Support senior bankers in origination activities including preparing historical and projected financial statements, analyzing the financial implications of mergers and acquisitions, and conducting public & private valuation analysis
• Participate in execution activities including data gathering, analysis, and material preparation, as well as managing standard deal processes such as preparing deal documentation, managing data rooms, and coordinating buyer diligence
• Build and apply valuation models based on financial research and analysis, including comparable company analysis, discounted cash flow analysis, precedent transaction analysis, and accretion/dilution analysis relevant to public company acquirers
• Prepare pitch books, management presentations, and other marketing materials to support business development and live deal processes
• Prepare analytical materials to support credit, compliance, engagement committee, and balance sheet approvals
• Conduct industry research, competitive landscape analysis, and company-specific deep dives to support both origination and execution
• Conduct corporate operations reviews, portfolio analytics, and risk/return valuations, including assessment of customer concentration and key person risk
• Gather and process market share data, shareholder profiles, and public company buyer universe analysis, including familiarity with VC cap tables and liquidation preference structures

Required Skills & Experience:

• Results-driven with the ability to perform well under pressure and against tight deadlines
• Strong analytical and numerical skills with comfort working across complex financial data
• Ability to build and maintain detailed financial models independently with minimal supervision
• Experience preparing client-ready presentations and marketing materials
• Proven team player who can effectively collaborate with a wide range of internal teams and clients
• Strong multi-tasking and prioritization skills
• Proficiency in Microsoft Office suite (Excel required) and financial reporting
• Familiarity with deal structuring considerations common in founder-led transactions, such as earnouts and rollover equity, is a plus

Education:

• Undergraduate degree; focus in finance, business, accounting, economics, or mathematics preferred
• 1+ years of prior investment banking experience at a middle-market, bulge bracket, or elite boutique; prior exposure to sell-side M&A preferred

Expected Salary Range: USD $120,000 $140,000