Investment Banking Analyst - Technology (San Francisco, CA)

Responsibilities

• Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required
• Transaction execution involving direct client interaction and communication
• Managing client due diligence processes
• Conducting extensive financial modeling and performing valuation analyses
• Assessing industry research and trends

Qualifications

• At least 1-2 years of experience in investment banking, primarily Technology related
• Passion for the Technology industry
• Strong Microsoft Excel skills essential
• Strong verbal and written communication skills
• Elevated attention to detail and consistency in work product
• Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment
• Organized and proactive; motivation to contribute to a positive, collaborative team culture
• Strong interpersonal skills
• Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
• Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter