Job Description: Tech M&A Associate

Location: San Francisco, CA
Company: U.S. Bulge Bracket Investment Bank

Role Overview:
The Tech M&A Associate will play a critical role in the execution of mergers and acquisitions (M&A) transactions within the technology sector. Based in San Francisco, the Associate will work alongside senior bankers to deliver exceptional advisory services to clients ranging from high-growth startups to established global technology companies. This is a high-impact role that requires strong analytical skills, in-depth industry knowledge, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities:

1. Transaction Execution:

   • Assist in the end-to-end execution of M&A transactions, including sell-side and buy-side mandates.
   • Conduct financial modeling, valuation analysis (DCF, precedent transactions, and trading comparables), and synergy assessments.
   • Support due diligence processes, including managing data rooms, coordinating with external advisors, and identifying potential risks.

2. Client Interaction:

   • Prepare and deliver pitch books, presentations, and other materials to clients.
   • Develop relationships with client teams to ensure seamless communication and trust throughout the transaction process.
   • Provide insights and strategic advice to clients based on market trends and data analysis.

3. Market Research & Analysis:

   • Conduct industry research to identify market trends, competitive dynamics, and potential transaction opportunities.
   • Stay updated on technology sector developments, including emerging technologies, regulatory changes, and M&A activity.
   • Evaluate potential acquisition targets and provide strategic recommendations to clients.

4. Collaboration & Leadership:

   • Mentor and guide Analysts, ensuring high-quality deliverables and fostering their professional development.
   • Collaborate with internal teams, including industry specialists and senior bankers, to deliver comprehensive solutions.
   • Coordinate with external stakeholders, including legal teams, accountants, and consultants.

Qualifications:

• Bachelor’s degree in finance, economics, business, or a related field; MBA or CFA designation preferred.
• 3-5 years of experience in investment banking, with a focus on M&A or corporate finance; technology sector experience is a plus.
• Strong technical skills, including advanced proficiency in financial modeling and Microsoft Excel, PowerPoint, and Word.
• Demonstrated ability to handle multiple projects simultaneously in a fast-paced, deadline-driven environment.
• Exceptional communication and interpersonal skills, with the ability to build rapport with clients and team members.
• High attention to detail, strong organizational skills, and the ability to work both independently and collaboratively.

Preferred Skills & Attributes:

• Deep understanding of the technology sector, including software, hardware, and emerging tech trends (e.g., AI, cloud computing, fintech).
• Prior experience in a bulge bracket or leading boutique investment bank.
• Entrepreneurial mindset with a passion for technology and deal-making.
• Series 79 and 63 licenses (or willingness to obtain these licenses).

Why Join Us?

• Be part of a market-leading M&A team focused on transformative transactions in one of the world’s most dynamic industries.
• Access world-class training and professional development opportunities.
• Work in a collaborative environment with talented professionals who are passionate about delivering exceptional client outcomes.
• Competitive compensation package, including base salary, bonus potential, and benefits.

This is an outstanding opportunity for a results-driven, detail-oriented professional to thrive in a high-growth environment at the intersection of technology and finance.

Posted On: Wednesday, January 15, 2025