Investment Banking - Technology - Analyst 3
At a glance
Mid-level Investment & Corporate Development role at DC Advisory. San Francisco · full-time · $110,000–$130,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Develop financial models for technology M&A, capital raising and financial advisory work
- Draft pitch and marketing materials, and take part in presentations for clients
- Help move deals and related projects forward as part of transaction teams
- Identify learning opportunities for colleagues and review the quality of their work
What you bring
- You have two to three years of post-college investment banking experience supporting deals and pitches in industrials
- You hold the SIE, Series 79 and Series 63 credentials, or can sit the exams within thirty days of joining
- You bring strong quantitative, written and verbal communication skills, with high proficiency in Microsoft Office
Who this fits
This analyst position suits someone who can manage several assignments, work well under pressure and contribute to team-based deal work. The role is hybrid, with office attendance Monday through Thursday and remote work available on Fridays.
From the employer
DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry-focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital, and access to unrivalled Asia investment knowledge. For more information, visit www.dcadvisory.com
Requirements
The Role
As an Analyst on the Technology team, you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, and participating in client presentations. You will be a role model by identifying training and learning opportunities and monitoring work quality. Our Analysts possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.
Position Requirements
Qualities we seek include:
- An unwavering commitment to excellence and a high degree of maturity
- A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
- An outstanding academic record
- The ability to work as part of a team in an environment that demands excellence, time and energy
- Personal integrity, initiative and leadership qualities
- Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
- Strong multi-tasking and time management skills
- Highly proficient with Microsoft Office suite
- At least 2-3 years post undergraduate investment banking work experience supporting deals and pitches within the industrials sector
- SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)
Compensation & Benefits:
- Salary Range: $110,000 - $130,000 + annual discretionary bonus
- Medical / Dental / Vision Insurance
- Long Term Disability, Short Term Disability, Life Insurance
- Pet Insurance
- Health Savings Account
- Retirement Plans (401K)
- Pre-Tax Commuter Benefits
Working Arrangement
- Please note this position will operate in a hybrid capacity with four days on-site in our office (Monday - Thursday) with the option to work from home on Fridays