New Career Opportunity: Investment Banking Analyst - Technology (Bay Area)

Posted by Steve Flynn on 6/19/19 9:34 PM

Our client is currently seeking to fill two Investment Banking Analyst positions in its technology group. These positions are based in the San Francisco office.

Our client is a boutique investment advisory firm with four industry practices: Media; Telecom and Towers; Technology; and Renewable Energy.  Founded in 1987, the firm's headquarters are in San Francisco with satellite offices in Boston, Boulder, Kansas City, and NYC. The firm’s 28 professional staff offers financial advisory services related to mergers and acquisitions, capital formation, restructuring, and valuation / appraisals.  The firm is projecting significant growth in the coming years.

In future years, Analysts will have the opportunity to be assigned to other practice areas as a way to broaden their banking experience.  Our client expects Analysts will be committed and pro-active contributors who demonstrate an energetic work ethic and have the maturity and poise to contribute positively in client-facing interactions.

If you are interested in learning more or applying, please visit job #300 on our careers website, or contact Steve Flynn at sflynn@phxgrpintl.com

Position/Responsibilities

  • Assist in preparing and delivering presentations and pitches
  • Conduct research in the firm's covered sector, as needed
  • Track and maintain recent transaction and public trading comparables
  • Prepare qualitative and quantitative analyses for active transactions and internal projects
  • Assist in the preparation of memorandums
  • Maintain outside due diligence datarooms on active transactions
  • Responsible for maintaining and organizing internal data on active transaction
  • Prepare internal reports for special projects, as needed
  • Participation in business development and client facing engagements 


Qualifications & Skills

  •  Self-motivated and accountable team player
  • 1 to 2 years of finance, with a preference for investment banking experience
  • Excellent problem solving and analytical ability
  • Strong quantitative and technical skills in financial modeling
  • Strong data management and skills
  • Excellent verbal and written communication skills
  • Superior work ethic and attention to detail
  • Ability to perform under deadline pressure
  • Undergraduate degree with strong academic record

Preferred Degrees
Bachelor of Science, 
Bachelor of Arts, 
Bachelor of Business Administration

Preferred Certifications
Series 7,
Series 63

Preferred Work Status
U.S. Citizen, 
U.S. Permanent Resident (Green Card Holder)

Willingness to Travel
Yes

Carried Interest
No

Stock Options
No


If you are interested in learning more or applying, please visit job #300 on our careers website, or contact Steve Flynn at sflynn@phxgrpintl.com


Apply: Investment Banking Analyst 

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