2026 Investment Banking Analyst 2/3
Union Square Advisors
San FranciscoOn-siteEntry level1+ yrs
The job in short
Investment banking analyst supporting M&A and capital raising for technology companies.
ExcelAccountingBanking
Details
- Found
- 23 d ago · posted 2026-09-24
- Location as listed
- San Francisco, CA
- Role
- Financial Analyst / FP&A
- Source
- The company’s own careers site
Full description
The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Union Square Advisors is a technology-focused investment bank that advises companies, founders, and financial sponsors on sell-side and buy-side M&A, growth equity and private capital raises, and strategic alternatives across software, internet, digital media, fintech, and tech-enabled services.
Analysts work directly with senior bankers on live transactions from pitch through close, contributing to both quantitative and qualitative workstreams while building a foundation in technology sector coverage. This is a lean-team environment with meaningful client exposure and responsibility well beyond what is typical at larger institutions.
Responsibilities
• Build and maintain financial models, including operating models, DCF, LBO, merger/accretion-dilution, and returns analyses
• Prepare client-facing materials such as pitch books, CIMs, management presentations, and board materials
• Conduct in-depth industry and company-specific research, including comparable company and precedent transaction analysis
• Support diligence processes and data room management, and track buyer and investor outreach throughout live deals
• Monitor sector trends, M&A activity, and capital markets developments across assigned coverage areas
Qualifications
• At least 1 full year of investment banking experience; technology sector coverage a plus
• Bachelor's degree with a strong academic record
• Advanced proficiency in Excel and PowerPoint, with a strong command of valuation methodologies and accounting fundamentals
• Proficiency with AI tools in a professional workflow and genuine interest in the technologies reshaping the sectors we cover; we expect Analysts to actively use AI to work faster and sharper
• Excellent written and verbal communication skills and close attention to detail
• Ability to manage multiple workstreams under deadline in a fast-paced, entrepreneurial environment
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