Job Details

Investment Banking & Private Equity Recruitment / TMT Specialist

This range is provided by Blacklock Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$175,000.00/yr - $225,000.00/yr

About the Firm

Our client, a leading middle-market investment banking advisory firm headquartered in San Francisco, is seeking a high-performing Investment Banking Associate to join its Technology coverage team.

Key Responsibilities

• Transaction Execution: Lead execution of buy-side and sell-side M&A, IPOs, and capital raise transactions across the technology space.
• Client Interaction: Serve as a key point of contact for clients, participating in meetings, presentations, and ongoing relationship management.
• Valuation & Financial Modeling: Build and review complex financial models (DCF, LBO, comps, precedent transactions) to support transaction analysis.
• Due Diligence: Oversee and coordinate due diligence efforts, including data room management and interaction with internal and external stakeholders.
• Marketing & Pitching: Assist senior bankers in preparing pitch books and marketing materials for new business development efforts.
• Mentorship: Guide and train Analysts and Interns, reviewing deliverables and supporting professional development.

Qualifications

• Experience: 3–5 years of experience in investment banking, preferably with a focus on the technology sector.
• Education: Bachelor's degree from a top-tier institution; MBA or other advanced degrees a plus but not required.
• Technical Skills: Exceptional proficiency in financial modeling, PowerPoint presentations, and deal process management.
• Sector Knowledge: Deep understanding of the technology landscape (particularly software, SaaS, or fintech), key trends, and strategic drivers.
• Work Ethic & Attitude: High level of initiative, attention to detail, and ability to manage multiple projects under tight deadlines.
• Licensing: Series 79 and 63.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Industries

• Investment Banking and Financial Services

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