Talent.com
Investment Banking Analyst 1 / 2 M&A (Tech Boutique)

Investment Banking Analyst 1 / 2 M&A (Tech Boutique)

Prospect Rock PartnersSan Francisco, California, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

Our client, a leading investment bank focused exclusively on technology, is seeking to add an Analyst (Level 1 / 2) to their growing San Francisco office. No 2026 grads at this time. No visas.

Primary Responsibilities

As an Analyst on the M&A team, you will rapidly assume significant responsibilities related to both pitching and executing advisory transactions for a diverse group of private and public clients across multiple industries.

Key responsibilities include :

  • Assisting in the execution of M&A and advisory transactions
  • Preparing and delivering client presentations
  • Analyzing business plans and valuing companies using various methodologies
  • Drafting offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
  • Participating in due diligence and drafting sessions
  • Preparing internal deal memos

This role provides direct and active interaction with senior client executives (CEOs, CFOs, etc.). Analysts are expected to attend and participate in client meetings and contribute to building and maintaining client relationships.

You will work on multiple projects simultaneously with teams of professionals across all levels of the firm, including Managing Directors, Vice Presidents, and Associates, collaborating to develop and execute solutions that meet client needs.

Required Background

  • 1+ years of investment banking experience , ideally in an M&A product team or coverage team with significant M&A execution exposure
  • Strong technical, written, and verbal communication skills
  • Passion for software and tech-enabled services
  • Ability to manage multiple transactions and projects simultaneously
  • Self-starter mentality with the ability to work both autonomously and as a collaborative team player
  • Note : Visa sponsorship is not available for this position.

    serp_jobs.job_alerts.create_a_job

    Investment Banking Analyst • San Francisco, California, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    2026 | Americas | San Francisco | Investment Banking | New Analyst

    2026 | Americas | San Francisco | Investment Banking | New Analyst

    Goldman SachsSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Our New Analyst Program is a full-time program for final year undergraduate and graduate students.As a new analyst, you will learn about our businesses, develop important relationships, and build c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Analyst - Investment Banking - San Francisco

    Analyst - Investment Banking - San Francisco

    Ducera PartnersSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Analyst - Investment Banking - San Francisco.San Francisco, California, United States.Ducera Partners is a leading investment bank with expertise in mergers & acquisitions, strategic advisory, rest...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Banking - Mid-Cap Investment Banking - Associate

    Investment Banking - Mid-Cap Investment Banking - Associate

    ChaseSan Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.new
    Investment Banking Analyst 2 Technology M&A (Middle-Market)

    Investment Banking Analyst 2 Technology M&A (Middle-Market)

    Prospect Rock PartnersSan Francisco, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Our client, a prestigious middle-market investment bank, is seeking an experienced Analyst 2 / 3 to join their Technology M&A team in San Francisco. This is an exceptional opportunity to work on h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Investment Banking Analyst 2 / 3 Technology M&A

    Investment Banking Analyst 2 / 3 Technology M&A

    Prospect Rock PartnersSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 / 3 for their Technology M&A team in San Francisco. This brand name investment bank offers a key role w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Investment Banking - Mergers & Acquisitions - Associate

    Investment Banking - Mergers & Acquisitions - Associate

    FairygodbossSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    As an Associate in M&A you will be a key player in our business strategy and execution.You will participate in the "full cycle" of transactional execution including preparing marketing pitches, rev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    PGIM Real Estate Investment Analyst, Equity Transactions (Hybrid-San Francisco, CA)

    PGIM Real Estate Investment Analyst, Equity Transactions (Hybrid-San Francisco, CA)

    Prudential FinancialSan Francisco, CA, US
    serp_jobs.job_card.part_time
    A Global Firm With A Diverse & Inclusive Culture.As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Mizuho | Greenhill - San Francisco Investment Banking Analyst

    Mizuho | Greenhill - San Francisco Investment Banking Analyst

    Mizuho BankSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Greenhill's San Francisco based Investment Banking...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    2026 | Americas | San Francisco | Investment Banking | New Associate

    2026 | Americas | San Francisco | Investment Banking | New Associate

    Goldman SachsSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Analyst, Technology, Investment Banking

    Analyst, Technology, Investment Banking

    BmoSan Francisco, CA, US
    serp_jobs.job_card.part_time
    Capital Markets Sales & Service Position.Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of prod...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Investment Banking - Healthcare - Analyst

    Investment Banking - Healthcare - Analyst

    ChaseSan Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Alternative Investments Regional Specialist - Private Bank

    Alternative Investments Regional Specialist - Private Bank

    Bank of AmericaSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Alternative Investments Specialist.Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Specialist organization supportin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Investment Banking Analyst 1 / 2 M&A (Tech Boutique)

    Investment Banking Analyst 1 / 2 M&A (Tech Boutique)

    Prospect Rock PartnersSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Our client, a leading investment bank focused exclusively on technology, is seeking to add an.As an Analyst on the M&A team, you will rapidly assume significant responsibilities related to both...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Banking - Technology - Analyst

    Investment Banking - Technology - Analyst

    ChaseSan Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Mizuho | Greenhill - San Francisco Investment Banking Associate

    Mizuho | Greenhill - San Francisco Investment Banking Associate

    Mizuho BankSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Greenhill's San Francisco based Investment Banking...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate, Investment BankingLondon

    Associate, Investment BankingLondon

    Financial Technology PartnersSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Financial Technology Partners' success is driven by the advanced skills, industry expertise, and tenacious drive of our highly talented team. Our people are our greatest asset and we strive to crea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tech M&A Investment Banking Full-Time Analyst, San Francisco

    Tech M&A Investment Banking Full-Time Analyst, San Francisco

    Aeris PartnersSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Tech M&A Investment Banking Full-Time Analyst, San Francisco.Aeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets.We advise world-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business & Investment Analyst

    Business & Investment Analyst

    TencentPalo Alto, CA, US
    serp_jobs.job_card.full_time
    The role entails conducting research on the US Enterprise Software industry to help formulate investment strategies, preparing detailed analyses of specific segments and companies to identify growt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Banking - Mergers & Acquisitions - Associate

    Investment Banking - Mergers & Acquisitions - Associate

    ChaseSan Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Banking Analyst 2 / 3 Tech M&A (Middle-Market)

    Investment Banking Analyst 2 / 3 Tech M&A (Middle-Market)

    Prospect Rock PartnersSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Our client, a prestigious middle-market investment bank, is seeking an experienced Analyst 2 / 3 to join their Technology M&A team in San Francisco. This is an exceptional opportunity to work on h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days