Tech IB Analyst - M&A, Financing & Deal Execution (SF)

SupportFinity™; Berkeley (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Oppenheimer & Co. Inc. is looking for an experienced Investment Banking Analyst to join their Technology team in San Francisco. The role involves working on strategic transactions and preparing presentations related to client interactions.

Candidates should have 1-2 years of experience in investment banking, a passion for technology, and strong Excel skills. The compensation for this role is estimated between $100,000 and $110,000 annually, with bonuses possible.

Qualifications

• Experience focusing on Technology-related projects.
• Ability to create presentations and conduct financial modeling.
• Organized approaches and proactive contributions to team culture.

Responsibilities

• Prepare client presentations and offering memoranda.
• Manage client interactions and due diligence processes.
• Conduct financial modeling and valuation analyses.

Skills

Strong Microsoft Excel skills

Strong verbal and written communication skills

Attention to detail

Interpersonal skills

Ability to multi-task

Education

1-2 years of experience in investment banking

Series 63, 79 licenses and SIE Exam

Tools

Dealogic

CapIQ

Bloomberg

MS Office suite

Job description

Oppenheimer & Co. Inc. is looking for an experienced Investment Banking Analyst to join their Technology team in San Francisco. The role involves working on strategic transactions and preparing presentations related to client interactions.

Candidates should have 1-2 years of experience in investment banking, a passion for technology, and strong Excel skills. The compensation for this role is estimated between $100,000 and $110,000 annually, with bonuses possible.