Investment Banking Senior Associate

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

Job summary

GrowthPoint Technology Partners in San Francisco, CA, seeks an Investment Banking Senior Associate to lead complex analyses and valuation projects for mid-market technology clients. You will build and review financial models, prepare client presentations, and support deal execution from due diligence through closing.

The role involves mentoring juniors, contributing to business development, and maintaining high-quality deliverables.

Qualifications

• 3-4 years minimum investment banking experience.
• Strong finance and valuation skills, including experience in corporate finance and investment banking.
• Expertise in financial modeling and analytical skills, with the ability to build and interpret complex models.
• Hands-on experience with due diligence processes, including data analysis and risk assessment.
• Excellent written and verbal communication skills, with the ability to present findings to senior stakeholders.
• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree or MBA is a plus.
• Prior experience in technology-focused investment banking, private equity, or corporate development strongly preferred.
• Proven ability to manage multiple transactions and deadlines in a fast-paced environment.
• High attention to detail, strong organizational skills, and a collaborative working style.

Responsibilities

• Lead complex financial analyses and valuation exercises for technology clients.
• Build and review detailed financial models and prepare client presentations.
• Coordinate due diligence processes and support negotiations during deal execution.
• Maintain communication with clients and counterparties throughout transactions.
• Develop strategic insights through industry and company analyses and benchmarking.
• Mentor junior team members and contribute to business development efforts.

Skills

Financial modeling

Valuation

Due diligence

Communication

Education

Bachelor’s degree in Finance

MBA

Job description

GrowthPoint Technology Partners is a global investment bank focused on mergers & acquisitions and capital advisory for mid-market technology companies. With offices in San Francisco and London, the firm partners with founders, investors, and executives to maximize valuations and unlock strategic growth paths. Over the past 20+ years, GrowthPoint has advised on more than 300 transactions, including a significant number of cross-border deals. The team is composed of former CEOs, founders, and venture capital professionals who bring deep sector expertise across SaaS, cloud, cybersecurity, digital health, fintech, and other technology verticals. GrowthPoint is a trusted advisor to leading strategic acquirers and private equity firms such as Apple, Google, Microsoft, Cisco, Thoma Bravo, Vista Equity, and Accel-KKR.

Role Description

The Investment Banking Senior Associate is a full-time, on-site role based in San Francisco, CA. This role is responsible for leading complex financial analyses and valuation exercises, building and reviewing detailed financial models, and preparing client presentations and marketing materials. The Senior Associate will manage day-to-day deal execution, including coordinating due diligence processes, supporting negotiations, and maintaining communication with clients and counterparties. Responsibilities also include industry and company research, comparable company and transaction analyses, and the development of strategic insights for technology clients. The role involves mentoring junior team members, contributing to business development efforts, and helping maintain high-quality standards in client deliverables.

Qualifications

• 3-4 years minimum investment banking experience.
• Strong finance and valuation skills, including experience in corporate finance and investment banking.
• Expertise in financial modeling and analytical skills, with the ability to build and interpret complex models.
• Hands-on experience with due diligence processes, including data analysis and risk assessment.
• Excellent written and verbal communication skills, with the ability to present findings to senior stakeholders.
• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree or MBA is a plus.
• Prior experience in technology-focused investment banking, private equity, or corporate development strongly preferred.
• Proven ability to manage multiple transactions and deadlines in a fast-paced environment.
• High attention to detail, strong organizational skills, and a collaborative working style.