Investment Banking Associate – Technology Investment Banking

Job Description

Investment Banking Associate | Selby Jennings

The Tone:
This is a full-time Associate role at Selby Jennings, supporting a top-tier Middle Market investment bank headquartered in San Francisco, with locations also in NYC. The bank is strategically expanding its Technology Group, which has a recognized reputation for strong leadership, deep industry relationships, and consistent execution across a wide range of technology transactions. This position is a critical addition to a high-performing team, offering the opportunity to significantly deepen expertise in one of the most dynamic and rapidly evolving sectors in global finance. The selected Associate will gain direct exposure to high-profile clients and landmark deals, providing substantial career development potential within a market-leading team.

The TL;DR
• Role: Early Career
• Location: In-person, San Francisco, CA
• Team: Technology Group
• Mission: Play a key role in deal execution, financial analysis, client communications, and strategic advisory efforts for high-profile clients.

What You’ll Actually Do
• Execute investment banking deals with a focus on consistent execution across technology transactions, contributing significantly to the firm’s strategic advisory efforts.
• Conduct comprehensive financial analysis including detailed financial modeling, valuation, LBO analysis, and deal structuring to support transaction processes.
• Manage client communications effectively, demonstrating exceptional written and verbal communication skills and a strong executive presence when interacting with high-profile clients.
• Prepare essential deal documentation such as pitch books, confidential information memorandums (CIMs), board materials, and management presentations for various transactions.
• Collaborate cross-functionally within the team, managing multiple workstreams and thriving in a demanding environment while maintaining a high level of professionalism and attention to detail.

The Must-Haves
• Background: An Associate-level professional possessing a strong foundation in accounting principles, corporate finance methodologies, and current market trends relevant to investment banking.
• Experience: A minimum of one year of direct investment banking experience is required, with previous involvement preferably in capital markets or specific technology sector coverage.
• Skills: Demonstrated proficiency in advanced financial modeling techniques, various valuation methodologies, leveraged buyout (LBO) analysis, and sophisticated deal structuring.
• Bonus: Exceptional communication skills, both written and verbal, coupled with a strong executive presence, along with the ability to manage multiple workstreams, collaborate cross-functionally, and uphold a high level of professionalism, attention to detail, and a strong work ethic.