Investment Banking - Technology - Analyst 3

Financeroles; San Francisco (CA); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Medical / Dental / Vision Insurance

Disability Insurance (LTD/STL)

Retirement Plans (401K)

Pre-Tax Commuter Benefits

Hybrid work arrangement

Job summary

DC Advisory, a global investment bank, seeks an Analyst on the Technology team to support day-to-day M&A, capital raising and financial advisory deal processes. You will build financial models, draft pitches, and participate in client presentations while learning core investment banking knowledge in a fast-paced, global environment.

The role emphasizes excellence, initiative, teamwork, and strong communication.

Qualifications

• Unwavering commitment to excellence and high maturity.
• Initiative, motivation, detail-oriented in a fast-paced environment.
• Outstanding academic record.
• Team player in performance-driven settings.
• Integrity, initiative and leadership qualities.

Responsibilities

• Support day-to-day M&A, capital raising and financial advisory deal processes.
• Create financial models and draft pitch/marketing materials.
• Participate in client presentations and project work.
• Identify training opportunities and provide feedback to ensure high work quality.
• Contribute to deal teams and client engagement efforts.

Skills

Financial modeling

Analytical skills

Client presentations

Microsoft Office

SIE/Series 79/63

Teamwork

Tools

Microsoft Office

Job description

DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry-focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital, and access to unrivalled Asia investment knowledge. For more information, visit www.dcadvisory.com

Requirements

The Role

As an Analyst on the Technology team, you will be responsible for supporting day-to-day M&A, capital raising, 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, and participating in client presentations. You will be a role model by identifying training and learning opportunities and monitoring work quality. Our Analysts 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

• 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
• 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
• At least 2-3 years post undergraduate investment banking work experience supporting deals and pitches within the industrials sector
• SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)

Compensation & Benefits:

• Salary Range: $110,000 - $130,000 + annual discretionary bonus
• Medical / Dental / Vision Insurance
• Long Term Disability, Short Term Disability, Life Insurance
• Pet Insurance
• Health Savings Account
• Retirement Plans (401K)
• Pre-Tax Commuter Benefits

Working Arrangement

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