Investment Banking Analyst - Technology M&A - SF

The Weatherly Group; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

The Weatherly Group seeks an Analyst to join its elite tech-focused M&A boutique. You will work on lean transaction teams with senior leadership, delivering strategic advice on high-profile technology transactions.

The role rewards initiative and cross-disciplinary contribution from day one. Ideal candidates have 0–2 years of experience in investment banking, tech advisory, or consulting, and possess strong analytical and communication skills with a top-tier academic background in Finance or

Qualifications

• Strong analytical and quantitative abilities with attention to detail.
• Ability to take ownership of projects in a fast-paced environment.
• Excellent written and verbal communication skills.

Responsibilities

• Build and maintain complex financial models (DCF, comps, precedent transactions).
• Support end-to-end execution of M&A and capital-raising engagements.
• Conduct in-depth qualitative and quantitative tech industry research.
• Prepare CIMs, pitch books, and management presentations for C-suite and boards.
• Monitor market data to forecast business conditions and identify opportunities.

Skills

Analytical Mindset

Ownership & Initiative

Communication

Education

Finance/Economics degree

Job description

About the Firm

Our Client is an elite M&A boutique focused on the Technology sector. The firm is redefining the investment banking career path. Unlike traditional "one-size-fits-all" programs, they provide tailored talent pathways and differentiated development opportunities for bankers. The team consists of elite practitioners from top-tier global institutions, offering high-profile, industry-defining transaction experience within the technology sector.

The Role

The Analyst experience is designed to be immersive and high-impact. You will work on lean transaction teams alongside senior leadership, providing strategic advice to leading innovators in the tech industry. This role requires a high degree of initiative, as analysts are expected to contribute across multiple disciplines from day one.

Core Responsibilities

• Financial Modeling & Valuation: Build and maintain complex models, including DCF, precedent transactions, and comparable company analyses to illustrate projected financial results.
• Transaction Execution: Support the end-to-end execution of M&A and capital-raising engagements, including due diligence and deal documentation.
• Strategic Research: Conduct in-depth qualitative and quantitative research on technology industry trends and specific corporate developments.
• Client Materials: Prepare high-quality pitch books, Confidential Information Memoranda (CIMs), and management presentations for C-suite executives and board members.
• Market Monitoring: Interpret data on price, yield, and economic factors to forecast business conditions and identify strategic opportunities.

Qualifications & Skills

• Analytical Mindset: Superior quantitative abilities with a focus on detail-oriented accuracy and strategic thinking.
• Ownership & Initiative: Proven ability to take early ownership of projects and work effectively in a collaborative, fast-paced environment.
• Communication: Exceptional oral and written communication skills to clearly articulate complex financial ideas.
• Education: A strong academic record from a top-tier university; a degree in Finance, Economics, or a related quantitative field is preferred.
• Experience: Prior experience in investment banking, tech advisory, or consulting is highly valued (typically 0–2 years for entry-level roles).