2026 Investment Banking Analyst 2/3

Union Square Advisors LLC; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

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

Analysts work directly with senior bankers on live transactions from pitch through close, performing financial modeling, research, and client materials while gaining broad exposure to the technology sector in a lean, fast-paced environment.

Qualifications

• At least 1 full year of investment banking experience; technology 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 a genuine interest in technologies reshaping the sectors we cover.
• Excellent written and verbal communication and attention to detail.
• Ability to manage multiple workstreams under deadline in a fast-paced environment.

Responsibilities

• Build and maintain financial models including DCF, LBO, merger analyses.
• Prepare client-facing materials such as pitch books, CIMs, and presentations.
• Conduct industry and company research, including comps and precedent transactions.
• Support diligence processes and data room management, track outreach on live deals.
• Monitor sector trends, M&A activity, and capital markets developments.
• Collaborate with senior bankers on live transactions from pitch to close.

Skills

Investment banking experience

AI tools in workflow

Communication skills

Multi-tasking under deadlines

Education

Bachelor's degree

Tools

Excel

PowerPoint

AI tools

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