Tech M&A Analyst (2/3) – Build & Close High-Impact Deals

Union Square Advisors LLC; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Union Square Advisors LLC is a technology-focused investment bank that advises companies, founders, and sponsors on sell-side and buy-side M&A, growth equity and private capital raises across software, internet, fintech, and tech-enabled services.

Analysts work directly with senior bankers on live transactions from pitch through close, performing financial modeling, research, and client materials while gaining broad exposure to the technology sector in a lean, fast-paced environment.

Qualifications

• At least 1 full year of investment banking experience; technology sector coverage is a plus.
• Bachelor's degree with a strong academic record.
• Advanced proficiency in Excel and PowerPoint with strong valuation and accounting fundamentals.
• Proficiency with AI tools in a professional workflow and a genuine interest in technologies reshaping the sectors we cover.
• Excellent written and verbal communication and attention to detail.
• Ability to manage multiple workstreams under deadline in a fast-paced environment.

Responsibilities

• Build and maintain financial models including DCF, LBO, merger analyses.
• Prepare client-facing materials such as pitch books, CIMs, and presentations.
• Conduct industry and company research, including comps and precedent transactions.
• Support diligence processes and data room management, track outreach on live deals.
• Monitor sector trends, M&A activity, and capital markets developments.
• Collaborate with senior bankers on live transactions from pitch to close.

Skills

Investment banking experience

AI tools in workflow

Communication skills

Multi-tasking under deadlines

Education

Bachelor's degree

Tools

Excel

PowerPoint

AI tools

Job description

Union Square Advisors LLC is a technology-focused investment bank that advises companies, founders, and sponsors on sell-side and buy-side M&A, growth equity and private capital raises across software, internet, fintech, and tech-enabled services.

Analysts work directly with senior bankers on live transactions from pitch through close, performing financial modeling, research, and client materials while gaining broad exposure to the technology sector in a lean, fast-paced environment.