Analyst - Investment Banking - Technology Group, San Francisco

  • Competitive
  • San Francisco, CA, USA
  • Permanent, Full time
  • Jefferies
  • 23 Mar 19

Analyst - Investment Banking - Technology Group, San Francisco

Jefferies is a Global Investment Bank with capabilities across diverse products, including equity, debt, lending, M&A and restructuring, paired with deep sector expertise across 9 major industry vehicles.

Jefferies' Technology Investment Banking Group, one of the largest investment banking franchises on Wall Street, provides a full range of investment banking services to public and private companies. The team combines deep industry knowledge and M&A expertise with Jefferies' outstanding debt and equity financing, restructuring, trading and research capabilities to advise on a full range of corporate transactions across the technology sector. Subsectors include Enterprise Software, Networking and Hardware, Communication Technologies, Technology Enabled Transportation, Consumer Internet, Digital Media & Interactive Entertainment, Semiconductors & Electronics, Omnicommerce, Business Services and Financial Technology & Payments. Globally headquartered in San Francisco, the Technology Investment Banking team has a significant presence in New York, Charlotte, Boston, Los Angeles, London, India, China and Hong Kong.

Our Analyst role offers a unique opportunity for ambitious professionals to play a meaningful role in Jefferies' expanded technology investment banking practice, while gaining hands-on experience in M&A, Equity Capital Markets and Leveraged Finance for leading Technology companies. Analysts are active in day-to-day transaction execution while gaining client interaction and live deal experience on lean transaction teams.

Primary Responsibilities:

  • Draft and prepare pitch books with detailed industry materials for multiple technology sectors
  • Compile a variety of financial analyses such as valuation, M&A scenarios, leveraged buyout analysis and three statement operational models
  • Draft private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s
  • Develop target lists for potential buyers, investors and strategic partners
  • Conduct in-depth industry research and trend analysis
  • Mentor and train junior Analysts

  • Bachelor's Degree from a top tier institution with an outstanding academic record
  • 1-2 years investment banking transaction advisory execution experience preferably within a technology coverage or related group
  • Demonstrated interest in and knowledge of technology and finance
  • Creativity and intellectual curiosity
  • Superb communication (written and verbal), interpersonal and presentation skills
  • Strong valuation skills and significant valuation experience
  • Proven ability to work independently and meet strict deadlines
  • Strong proficiency with MS Office (Word, Excel & PowerPoint)
  • Lives 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