New Career Opportunity: Investment Banking Analyst (Bay Area)

Posted by Steve Flynn on 9/30/19 5:35 PM

This position has been filled.
If you're interested in viewing our current open positions, click here.


Our client is seeking an Investment Banking Analyst, Telecom Practice, to join their office in the Bay Area.

Our client is a boutique investment advisory firm dedicated to the Technology, Media and Telecom (TMT) industry. 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 has had record success in recent years and is projecting significant growth in the coming years. The open position is for the firm’s San Francisco office.

The Analysts are assigned to practice areas each year and the firm is currently seeking to fill two positions in its Telecom group. In future years, Analysts 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 proactive 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 #328 on our careers website, or contact Steve Flynn at

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 transactions
  • 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.  The experience can be in investment banking, research, accounting, business development, or other finance-related sectors
  • 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

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

Willingness to Travel

Carried Interest

Stock Options

This position has been filled.
If you're interested in viewing our current open positions, click here.

View Current Open Positions

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