Job Description

Investment Banking Associate (TMT) – Elite Boutique

Location: San Francisco, CA Sector Focus: Technology, Media, and Telecommunications (TMT)

The Role

We are seeking an experienced Investment Banking Associate to join our San Francisco office. As a key member of our West Coast team, you will work on high-profile, complex transactions across the TMT landscape. Unlike traditional bulge bracket firms, our elite boutique model prioritizes deep strategic relationships and merchant banking capabilities, often co-investing alongside our clients.

You will play a pivotal role in executing M&A, private placements, and strategic advisory assignments for some of the most innovative companies in the world. This is an opportunity for a high-performing professional to operate at the intersection of creativity, community, and capital.

Key Responsibilities

• Transaction Execution: Lead the day-to-day execution of M&A transactions, including financial modeling, valuation analysis (DCF, precedent transactions, comps), and due diligence management.

• Strategic Advisory: Assist senior partners in developing differentiated insights for clients, leveraging our firm’s deep roots in the media and technology ecosystems.

• Content Creation: Draft high-quality pitch books, confidential information memoranda (CIMs), and management presentations that articulate complex strategic narratives.

• Mentorship: Actively manage and mentor Analysts, ensuring technical accuracy while fostering their professional development.

• Relationship Management: Maintain direct lines of communication with client management teams and play a visible role in client meetings and negotiations.

Qualifications & Requirements

• Experience: 3+ years of investment banking experience, with at least 1 full year at the Associate level. Direct experience in TMT is highly preferred.

• Technical Excellence: Expert-level proficiency in financial modeling and a nuanced understanding of accounting and corporate finance.

• Strategic Mindset: An ability to look beyond the numbers to understand industry trends, competitive dynamics, and the "why" behind a deal.

• Education: A Bachelor’s degree from a top-tier university is required; an MBA from a leading business school is a plus.

• Communication: Exceptional verbal and written communication skills, with the ability to distill complex ideas into clear, persuasive arguments.

• Cultural Fit: A high degree of intellectual curiosity, a proactive "owner" mentality, and the ability to thrive in a fast-paced, lean team environment.

Why Join Us?

• Elite Exposure: Work on "front-page" deals that shape the future of the digital and media landscape.

• Merchant Banking Model: Engage with a platform that combines traditional advisory with unique asset management and principal investing arms.

• Lean Teams: Benefit from high visibility with senior partners and significant client-facing responsibility.