Investment Banking Associate – Technology Enabled Services M&A

Job Description

Associate – IB Technology | Jefferies

The Tone:
This is a full-time role at Jefferies, located in San Francisco, CA, with an expectation for candidates to live locally or be willing to relocate. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services to clients worldwide. This Associate position directly supports senior bankers in day-to-day transaction due diligence and execution, playing a crucial part in delivering strategic insights and expertise to investors, companies, and governments. The role is integral to the firm’s commitment to offering comprehensive financial solutions and fostering client success.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, San Francisco, CA
• Pay: $150000–$200000 yearly
• Team: Technology Enabled Services investment banking group
• Mission: Support senior bankers in executing investment banking transactions and providing strategic advisory services, especially within the Technology Enabled Services sector.

What You’ll Actually Do
• Support senior bankers: Directly assist senior bankers with day-to-day transaction due diligence and execution processes for various client engagements.
• Develop presentations: Draft and participate in the presentation of marketing and new business pitches, confidential offering memoranda, and management presentations.
• Identify strategic partners: Develop comprehensive target lists for potential buyers, investors, and strategic partners relevant to client transactions.
• Conduct financial analysis: Perform complex financial modeling and valuation analysis, along with in-depth industry research and trend analysis.
• Mentor junior staff: Actively mentor and train Analysts, contributing to their professional development and understanding of investment banking practices.

The Must-Haves
• Background: Bachelor’s Degree with a strong academic record, indicating a solid foundation for investment banking transaction advisory.
• Experience: 3-5 years of direct investment banking transaction advisory execution experience.
• Skills: Superb communication, interpersonal, and presentation skills; highly motivated, confident, and passionate; proven ability to work independently and meet strict deadlines.
• Bonus: Experience supporting engagement teams in equity financing, sell-side, buy-side, and general advisory M&A engagements, specifically within the Technology Enabled Services investment banking group; proficiency in creating detailed pitch materials; and capability to oversee due diligence processes. Residing in San Francisco or willingness to relocate is also desired.