Tech Investment Banking Associate — M&A & Mentorship

Lazard; San Francisco (CA); On-site; USD 185,000 - 250,000; Full time

Job summary

Lazard, a premier financial advisory and asset management firm, seeks an experienced Associate to join the San Francisco Technology Investment Banking Group. You will work on M&A, capital raising and related advisory services as part of a close, high-caliber team.

Responsibilities include building complex financial models, due diligence coordination, industry research, and mentoring junior analysts. A 2–3 year background in investment banking and a Bachelor’s degree are required; MBA/JD are

Qualifications

• 2–3 years of investment banking experience, preferably focused on M&A.
• Strong financial modeling skills and quantitative background with meticulous attention to detail.
• Excellent verbal/written communication skills with ability to manage a variety of transactions and projects simultaneously.
• Demonstrated leadership skills and be a team player with a strong motivation to contribute to a positive team culture.
• Ability to effectively lead Analysts and provide training and guidance.
• Top performance with comfort operating in a fast-paced environment that values initiative, creativity, maturity, and poise.

Responsibilities

• Develop and maintain complex financial models to evaluate transactions and other strategic decision making.
• Assist in the execution of M&A, capital raising, and other advisory transactions, including due diligence, document preparation, and coordination with clients and other stakeholders.
• Conduct comprehensive research on industries, companies, and market trends to support advisory services and inform strategic recommendations.
• Mentor and train junior analysts, providing guidance on financial modeling, research, and best practices in investment banking.

Skills

Financial modeling

Leadership

Communication

Team player

Education

Bachelor's degree

MBA or JD asset

Job description

Lazard, a premier financial advisory and asset management firm, seeks an experienced Associate to join the San Francisco Technology Investment Banking Group. You will work on M&A, capital raising and related advisory services as part of a close, high-caliber team.

Responsibilities include building complex financial models, due diligence coordination, industry research, and mentoring junior analysts. A 2–3 year background in investment banking and a Bachelor’s degree are required; MBA/JD are