Investment Banking Analyst 2 Technology M&A (Middle-Market)

Our client, a prestigious middle-market investment bank, is seeking an experienced Analyst 2/3 to join their Technology M&A team in San Francisco. This is an exceptional opportunity to work on high-profile transactions across Software, SaaS, and Fintech verticals while advancing your career at a top-tier platform.

RESPONSIBILITIES

• Execute M&A advisory engagements from pitch through closing across Technology sector
• Build sophisticated financial models (LBO, DCF, merger models, accretion/dilution analyses)
• Conduct valuation analyses and comprehensive financial due diligence
• Prepare pitch books, CIMs, management presentations, and Board materials
• Participate in client meetings with C-suite executives and Board members
• Lead transaction workstreams and mentor junior team members
• Support business development and deal origination efforts

REQUIREMENTS

Must-Have:

• 2+ years of investment banking or M&A advisory experience
• 2-3 closed M&A transactions (Technology sector strongly preferred)
• Bachelor's degree from top-tier university (3.5+ GPA minimum)
• Advanced financial modeling and Excel proficiency
• Strong PowerPoint and presentation skills
• Experience with Capital IQ, FactSet, or PitchBook

Key Attributes:

• Exceptional analytical and communication skills
• Ability to manage multiple priorities in fast-paced environment
• Team-oriented with leadership potential
• Immediate availability preferred

WHAT OUR CLIENT OFFERS

• Opportunity to work with a leading middle-market platform
• Exposure to market-leading Technology M&A transactions
• Direct client interaction and deal leadership opportunities
• Accelerated career path with clear promotion trajectory
• Collaborative, entrepreneurial culture with strong mentorship
• Competitive compensation and comprehensive benefits