Investment Banking Associate 2 Technology M&A (Global Advisory)

Prospect Rock Partners; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Professional development support

Competitive compensation

Comprehensive benefits

Job summary

Prospect Rock Partners is seeking an Associate 2 level banker to join its Business & Tech-Enabled Services team in San Francisco. The role offers exposure to M&A, debt raisings, and private capital markets within a global firm with offices across multiple regions.

You will work on focused deal teams with direct client exposure from day one, handling valuation, due diligence, and client communications while mentoring junior staff.

Qualifications

• Undergraduate degree is required.
• Advanced financial modeling and valuation analysis in Excel.
• FINRA licenses SIE, Series 63 and Series 79 preferred or required.

Responsibilities

• Lead coordination of M&A advisory transactions and debt raisings.
• Prepare confidential information memoranda, management presentations, and marketing materials.
• Develop financial analyses and valuation models.
• Conduct sector-specific and company due diligence.
• Build relationships with senior bankers, corporate clients, private equity firms, and strategic investors.
• Mentor and train Analyst team members.

Education

Undergraduate degree

FINRA licenses (SIE, Series 63, Series 79)

Excel

Job description

• Professional development support

Our client, a leading international investment bank, is seeking an Associate 2 level banker to join their Business & Tech-Enabled Services team in San Francisco. This established global firm operates across 24 locations throughout Asia, Europe, and the US, with over 750 professionals delivering tailored, independent advice across M&A, debt raisings and restructurings, private capital markets, and secondary advisory.

Their global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients.

As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Business & Tech-Enabled Services verticals.

Key Responsibilities

• Lead coordination of M&A advisory transactions and debt raisings


• Prepare and review confidential information memoranda, management presentations, and marketing materials


• Develop comprehensive financial analyses and valuation models


• Conduct sector-specific and company due diligence


• Build relationships with senior bankers, corporate clients, private equity firms, and strategic investors


• Mentor and train Analyst team members

Required Qualifications

• Undergraduate degree


• Investment banking background with Business & Tech-Enabled Services M&A experience (strong preference for closed deals)


• Advanced financial modeling and valuation analysis expertise in Excel


• Relevant FINRA licenses (SIE, Series 63, Series 79)


• Exceptional written and verbal communication skills with strong attention to detail


• Team-oriented work style with proven analytical capabilities


• Current or recent Business & Tech-Enabled Services sector experience strongly preferred

Ideal Candidate Profile

• Currently at Associate 2 level with proven transaction execution track record


• Experience across Business & Tech-Enabled Services sub-sectors (BPO, IT services, software-enabled services, data/analytics, etc.)


• Ability to manage multiple workstreams in fast-paced environments


• Strong business judgment and strategic thinking


• Self-motivated with ownership mentality


• Passion for technology-enabled business models and services innovation

What Our Client Offers

• Small deal teams enabling accelerated learning and responsibility


• Direct exposure to complex Business & Tech-Enabled Services transactions and senior leadership


• Clear advancement opportunities and mentorship from experienced bankers


• Collaborative, entrepreneurial culture with access to decision-making


• Global platform with deep industry expertise across 11 sector-focused teams


• Highly competitive compensation including base salary, discretionary bonus, and long-term incentives


• Comprehensive benefits package (health, dental, vision, 401(k) with match)


• Professional development support

Location:

San Francisco (in-office position)

Timeline:

This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.