Job Description

Job Description

Job Description

This position is a 2nd Year Program Associate role with the Mergers & Acquisitions group in San Francisco. In this role you will support transaction execution across a variety of verticals in the technology space.

Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors.

In this role, you will:

• Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suite which includes buysides, sellsides, special committee assignments and activism and defense
• Review strategies for clients, build detailed and complex financial models, analyze market data, and prepare client presentations
• Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking
• Manage the various product workstreams and coordination with coverage banking partners
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers
• Develop and train Investment Banking Analysts in M&A valuation and processes

Required Qualifications:

• 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Undergraduate degree from a four-year accredited college or university and/or experience in mergers & acquisitions analysis

Desired Qualifications:

• Prior experience in investment banking mergers & acquisitions, private equity or other financial services sector with a focus on technology companies
• Strong analytical and quantitative skills with high attention to detail and accuracy
• Strong financial modeling skills
• Ability to work effectively, as well as independently, in a team environment and manage junior bankers
• Ability to work in a fast-paced deadline driven environment
• Strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Willingness to work long hours in a demanding, highly focused and collaborative team environment with a sense of personal accountability and urgency for achieving results
• Experience training and mentoring junior talent

Job Expectations:

• Ability to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
• FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer. FINRA recognized equivalents will be accepted

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