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Entry Level Lean Practitioner Jobs (NOW HIRING)

Entry Level Lean Practitioner information

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Investment Banking Analyst - Technology M&A - SF

Investment Banking Analyst - Technology M&A - SF

The Weatherly Group

San Francisco, CA

Other

Posted 28 days ago


Job description

About the Firm
Our Client is an elite M&A boutique focused on the Technology sector. The firm is redefining the investment banking career path. Unlike traditional "one-size-fits-all" programs, they provide tailored talent pathways and differentiated development opportunities for bankers. The team consists of elite practitioners from top-tier global institutions, offering high-profile, industry-defining transaction experience within the technology sector.
The Role
The Analyst experience is designed to be immersive and high-impact. You will work on lean transaction teams alongside senior leadership, providing strategic advice to leading innovators in the tech industry. This role requires a high degree of initiative, as analysts are expected to contribute across multiple disciplines from day one.
Core Responsibilities
  • Financial Modeling & Valuation:Build and maintain complex models, including DCF, precedent transactions, and comparable company analyses to illustrate projected financial results.
  • Transaction Execution:Support the end-to-end execution of M&A and capital-raising engagements, including due diligence and deal documentation.
  • Strategic Research:Conduct in-depth qualitative and quantitative research on technology industry trends and specific corporate developments.
  • Client Materials:Prepare high-quality pitch books, Confidential Information Memoranda (CIMs), and management presentations for C-suite executives and board members.
  • Market Monitoring:Interpret data on price, yield, and economic factors to forecast business conditions and identify strategic opportunities.
Qualifications & Skills
  • Analytical Mindset:Superior quantitative abilities with a focus on detail-oriented accuracy and strategic thinking.
  • Ownership & Initiative:Proven ability to take early ownership of projects and work effectively in a collaborative, fast-paced environment.
  • Communication:Exceptional oral and written communication skills to clearly articulate complex financial ideas.
  • Education:A strong academic record from a top-tier university; a degree in Finance, Economics, or a related quantitative field is preferred.
  • Experience:Prior experience in investment banking, tech advisory, or consulting is highly valued (typically 0-2 years for entry-level roles).