2026 Investment Banking Analyst 2/3

Union Square Advisors LLC; San Francisco (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

Union Square Advisors LLC offers an Analyst program to gain deep M&A and capital-raising expertise in the technology sector. Analysts work directly with senior bankers on live transactions from pitch to close, building models, preparing client materials, and researching industry trends.

The role features a lean team with meaningful responsibility beyond typical programs at larger firms, focusing on software, internet, fintech, and tech-enabled services coverage.

Qualifications

• At least 1 year of investment banking experience; tech sector coverage is a plus.
• Bachelor’s degree with a strong academic record.
• Advanced proficiency in Excel and PowerPoint with strong valuation and accounting fundamentals.
• Proficiency with AI tools in a professional workflow and genuine interest in technology.
• Excellent written and verbal communication skills with attention to detail.
• Ability to manage multiple workstreams under tight deadlines in a fast-paced environment.

Responsibilities

• Build and maintain financial models including DCF, LBO, and merger analyses.
• Prepare client-facing materials such as pitch books and CIMs.
• Conduct industry and company research with comps and precedent transactions.
• Support diligence processes and data room management; track outreach in live deals.
• Monitor sector trends and capital markets developments across coverage areas.

Skills

Financial modeling

Excel

PowerPoint

Valuation

Accounting fundamentals

AI tools in finance

Communication

Multitasking

Education

Bachelor's degree

Tools

Data room software

M&A databases

Job description

The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector.

Union Square Advisors is a technology-focused investment bank that advises companies, founders, and financial sponsors on sell-side and buy-side M&A, growth equity and private capital raises, and strategic alternatives across software, internet, digital media, fintech, and tech-enabled services.

Analysts work directly with senior bankers on live transactions from pitch through close, contributing to both quantitative and qualitative workstreams while building a foundation in technology sector coverage. This is a lean-team environment with meaningful client exposure and responsibility well beyond what is typical at larger institutions.

Responsibilities

• Build and maintain financial models, including operating models, DCF, LBO, merger/accretion-dilution, and returns analyses
• Prepare client-facing materials such as pitch books, CIMs, management presentations, and board materials
• Conduct in-depth industry and company-specific research, including comparable company and precedent transaction analysis
• Support diligence processes and data room management, and track buyer and investor outreach throughout live deals
• Monitor sector trends, M&A activity, and capital markets developments across assigned coverage areas

Qualifications

• At least 1 full year of investment banking experience; technology sector coverage a plus
• Bachelor's degree with a strong academic record
• Advanced proficiency in Excel and PowerPoint, with a strong command of valuation methodologies and accounting fundamentals
• Proficiency with AI tools in a professional workflow and genuine interest in the technologies reshaping the sectors we cover; we expect Analysts to actively use AI to work faster and sharper
• Excellent written and verbal communication skills and close attention to detail
• Ability to manage multiple workstreams under deadline in a fast-paced, entrepreneurial environment