Investment Banking Tech Associate | Top Middle Market | San Francisco

Selby Jennings; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading investment bank in San Francisco seeks an Investment Banking Associate I or II for its Technology Group. This role involves significant involvement in deal execution and financial analysis, providing excellent career development opportunities and exposure to high-profile clients.

Qualifications

• Minimum 1+ years of investment banking experience, preferably in M&A, technology coverage, or capital markets.
• Proficiency in financial modeling, valuation, LBO analysis, and deal structuring.
• Experience preparing pitch books, CIMs, board materials, and management presentations.

Responsibilities

• Key role in deal execution, financial analysis, client communications.
• Responsible for strategic advisory efforts and supporting deal structuring.

Skills

Analytical skills

Technical skills

Communication skills

Attention to detail

Job description

Job Title: Investment Banking Associate I or II

Location: San Francisco

Job Summary:

We are partnering with a top-tier Middle Market investment bank headquartered in San Francisco to support the expansion of its Technology Group. The firm is seeking a highly motivated and technically proficient Associate to join its high-performing team. Known for its strong leadership, deep industry relationships, and consistent execution across Enterprise Software & Hardware transactions, this group is an ideal home for candidates looking to deepen their expertise in one of the most dynamic sectors in global finance.

The Associate/VP will play a key role in deal execution, financial analysis, client communications, and strategic advisory efforts. The position provides significant career development potential and direct exposure to high-profile clients and landmark deals.

Key Qualifications:

• Minimum 1+ years of investment banking experience, preferably in M&A, technology coverage, or capital markets.
• Strong analytical and technical skills, with proficiency in financial modeling, valuation, LBO analysis, and deal structuring.
• Experience preparing pitch books, CIMs, board materials, and management presentations.
• Solid foundation in accounting, corporate finance, and market trends.
• Exceptional communication skills, both written and verbal, with a strong executive presence.
• Ability to manage multiple workstreams, collaborate cross-functionally, and thrive in a fast-paced, demanding environment.
• A high level of professionalism, attention to detail, and strong work ethic.

If you're a driven finance professional looking to join a market-leading team and accelerate your career in technology investment banking, we encourage you to apply.