Investment Banking Associate, TMT

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

Job summary

Jefferies is seeking an Investment Banking Associate for the Technology group in San Francisco. The role focuses on supporting senior bankers with due diligence, deal execution, and client presentations, while developing target lists and performing industry research.

The successful candidate will conduct financial modeling and valuation analyses, mentor Analysts, and contribute to equity financing and M&A transactions within the technology sector.

Qualifications

• Bachelor’s Degree with strong academic record.
• 3-5 years investment banking transaction advisory experience.
• Highly motivated, confident and passionate.
• Lives in San Francisco or willing to relocate.
• Superb communication, interpersonal and presentation skills.
• Proven ability to work independently and meet deadlines.

Responsibilities

• Directly support senior bankers with day-to-day transaction due diligence and execution
• Draft and participate in the presentation of marketing / new business pitches, confidential offering memoranda and management presentations
• Develop target lists for potential buyers, investors and strategic partners
• Conduct in-depth industry research and trend analysis
• Perform complex financial modeling and valuation analysis
• Mentor and train Analysts

Skills

Financial modeling

Presentation skills

Independent worker

Relocation willingness

Education

Bachelor’s degree

Job description

Investment Banking Associate, Technology

Location: San Fransisco

Jefferies is a Global Investment Bank with capabilities across diverse products, including equity, debt, lending, M&A and restructuring, paired with deep sector expertise across 9 major industry vehicles.

Jefferies’ Technology Investment Banking Group, one of the largest investment banking franchises on Wall Street, provides a full range of investment banking services to public and private companies. The team combines deep industry knowledge and M&A expertise with Jefferies’ outstanding debt and equity financing, restructuring, trading and research capabilities to advise on a full range of corporate transactions across the technology sector. Subsectors include Enterprise Software, Networking and Hardware, Communication Technologies, Technology Enabled Transportation, Consumer Internet, Digital Media & Interactive Entertainment, Semiconductors & Electronics, Omnicommerce, Business Services and Financial Technology & Payments. Globally headquartered in San Francisco, the Technology Investment Banking team has a significant presence in New York, Charlotte, Boston, Los Angeles, London, India, China and Hong Kong. Our Associate role offers a unique opportunity for ambitious professionals to play a meaningful role in Jefferies’ expanded technology investment banking practice, while gaining hands‑on experience in M&A, Equity Capital Markets and Leveraged Finance for leading Technology companies. Associates are active in day-to-day transaction execution while gaining client interaction and live deal experience on lean transaction teams.

Primary Responsibilities:

• Directly support senior bankers with day-to-day transaction due diligence and execution
• Draft and participate in the presentation of marketing / new business pitches, confidential offering memoranda and management presentations
• Develop target lists for potential buyers, investors and strategic partners
• Conduct in-depth industry research and trend analysis
• Perform complex financial modeling and valuation analysis
• Mentor and train Analysts

Required Background:

• Bachelor’s Degree with strong academic record
• 3-5 years investment banking transaction advisory execution experience
• Highly motivated, confident and passionate
• Lives in San Francisco or willing to relocate
• Superb communication, interpersonal and presentation skills
• Proven ability to work independently and meet strict deadlines

Desired Experience/Skills:

• Support engagement teams in equity financing, sell-side, buy-side and general advisory M&A engagements, within the Technology Enabled Services investment banking group