Investment Banking Tech Associate

DC Standards; San Francisco (CA); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

Pet Insurance

Health Savings Account

401(k) Retirement Plan

Job summary

DC Advisory, an international investment bank, seeks an Associate on the technology and software team in San Francisco. You will support day-to-day M&A, capital raising, restructuring and financial advisory deal processes, and develop analytical, communication, marketing, and modeling skills.

We value initiative, strong academics (undergrad and MBA preferred), teamwork, and integrity. Role is hybrid (Mon-Thu on-site, Fri remote) in SF with a discretionary bonus.

Qualifications

• An unwavering commitment to excellence and a high degree of maturity.
• High initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
• An outstanding academic record (undergraduate and or MBA)
• The ability to work as part of a team in an environment that demands excellence, time and energy
• Personal integrity, initiative and leadership qualities
• Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
• Strong multi-tasking and time management skills
• Highly proficient with Microsoft Office suite
• SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)

Responsibilities

• Create financial models and assist with day-to-day deal processes (M&A, capital raising, restructuring).
• Draft pitch and marketing materials for clients and presentations.
• Participate in client presentations and training; support Analysts.
• Manage Analysts and monitor work quality; serve as a role model.
• Identify training opportunities and contribute to career development.

Skills

Financial modeling

M&A transactions

Team leadership

Analytical skills

Education

Undergraduate degree

MBA

Tools

Microsoft Office

Job description

DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advice on M&A, debt raisings and restructurings, and private capital, and provides access to Asia investment knowledge.

At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect.

The Role

As an Associate on the technology and software team based in our San Francisco office, you will be responsible for supporting day-to-day M&A, capital raising, restructuring, debt advisory and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.

Position Requirements

Qualities we seek include:

• An unwavering commitment to excellence and a high degree of maturity
• A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
• An outstanding academic record (undergraduate and or MBA)
• The ability to work as part of a team in an environment that demands excellence, time and energy
• Personal integrity, initiative and leadership qualities
• Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
• Strong multi-tasking and time management skills
• Highly proficient with Microsoft Office suite
• SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)

Preferred Experience

• At least 3 - 5 years of experience with M&A transactions in the technology and software sector
• Salary Range: $175,000 - $200,000 + annual discretionary bonus
• Medical / Dental / Vision Insurance
• Pet Insurance
• Health Savings Account
• Retirement Pans (401K)

Working Arrangement

• Please note this position will operate in a hybrid capacity with four days on-site in our San Francisco, CA office (Monday - Thursday) with the option to work from home on Fridays

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.