Investment Banking Analyst | Tech Boutique, SF

Selby Jennings; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings partners with a leading technology-focused investment bank to support the growth of its advisory team. The firm advises founder-led and entrepreneur-backed businesses on M&A, capital raising, and strategic transactions across software and internet.

The Investment Banking Analyst will play an integral role in transaction execution and client advisory assignments, involved in financial analysis, valuation, and preparing client materials from start to finish.

Qualifications

• 6+ months of investment banking experience or equivalent in technology/M&A/capital markets.
• Strong financial modeling, valuation, and analytical capabilities.
• Experience preparing client-facing presentations and transaction materials.
• Solid understanding of accounting, corporate finance, and transaction execution.

Responsibilities

• Build and maintain detailed financial models (DCF, comps, precedent transactions, merger, LBO).
• Support sell-side M&A, capital raising, and strategic advisory engagements.
• Prepare pitch books, CIMs, management presentations, and board materials.
• Conduct industry, company, and market research focused on technology.
• Assist with due diligence, data room management, and transaction processes.
• Work closely with senior bankers and client teams on live engagements.
• Monitor industry trends across software, internet, and technology-enabled services.

Skills

Financial modeling

Valuation

Client presentations

Due diligence

Industry research

M&A execution

Team collaboration

Attention to detail

Tools

Excel

PowerPoint

Job description

We are partnering with a leading technology-focused investment bank to support the continued growth of its advisory team. The firm specializes in advising founder-led and entrepreneur-backed businesses on M&A, capital raising, and strategic transactions across software and internet.

With a reputation for high-quality execution, a collaborative culture, and deep industry expertise, the firm offers Analysts the opportunity to gain meaningful responsibility early in their careers while working directly with senior bankers, founders, and management teams.

Position Overview

The Investment Banking Analyst will play an integral role in transaction execution and client advisory assignments. Analysts are involved in every stage of the deal process, from financial analysis and valuation to preparing client materials and coordinating diligence efforts.

This role is ideal for candidates seeking a highly entrepreneurial environment with significant exposure to live transactions, direct mentorship, and long‑term career development within a growing platform.

Key Responsibilities

• Build and maintain detailed financial models, including DCF, comparable company, precedent transaction, merger, and LBO analyses.
• Support the execution of sell‑side M&A, capital raising, and strategic advisory engagements.
• Prepare pitch books, confidential information memoranda (CIMs), management presentations, and board materials.
• Conduct industry, company, and market research, with a focus on the technology sector.
• Assist with due diligence, data room management, and transaction processes.
• Work closely with senior bankers and client management teams throughout live engagements.
• Monitor industry trends and developments across software, internet, and technology‑enabled services markets.

Qualifications

• Minimum 6 months of investment banking experience, ideally within technology, M&A, or capital markets.
• Strong financial modeling, valuation, and analytical capabilities.
• Experience preparing client‑facing presentations and transaction marketing materials.
• Solid understanding of accounting, corporate finance, and transaction execution.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast‑paced, team‑oriented environment.
• Strong attention to detail, intellectual curiosity, and professional maturity.
• Genuine interest in technology and working with high‑growth businesses.

Why Join

• Exposure to leading technology companies and founders.
• Lean deal teams that provide meaningful responsibility and client interaction.
• Strong mentorship from experienced senior bankers.
• Diverse transaction exposure across M&A and capital raising assignments.
• Collaborative, entrepreneurial culture focused on professional growth and development.