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Associate - Investment Banking - Technology Group

San Francisco, CA, USA | Jefferies & Company

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    3-5 years
Job Description:
67 people have viewed this job

Creation and oversight of presentations to senior management and board members of clients and prospective clients

Compiling a variety of financial analyses such as valuation, M&A scenarios, and three statement operational models

Analyzing business plans and participating in due diligence sessions

Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s

Participating actively in drafting sessions

Managing client due diligence processes

Travel to client offices and operating sites throughout the United States

Oversight of Analysts on deal teams and assist in training and mentoring of Analysts

These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Global Technology Investment Banking Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships.


Either (i) a Masters in Business Administration and investment banking experience; or (ii) an undergraduate degree from a top tier institution with 3+ years of investment banking experience

Demonstrated interest in and knowledge of technology and finance

Strong technical, written and verbal communication skills

Strong valuation skills and significant valuation experience

Familiarity with investment banking transaction processes

Ability to manage a variety of transactions and projects simultaneously

Resourceful self-starter, able to work autonomously and as team player

Live in San Francisco or willing to relocate

Helpful but not required A background in technology, such as technology banking or consulting, or an undergraduate degree and/or work experience in a technology/engineering field

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