Investment Banking Analyst, Technology - San Francisco jobs in United States
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Moelis & Company ยท 1 day ago

Investment Banking Analyst, Technology - San Francisco

Moelis & Company is seeking an experienced Analyst to join their Technology financial advisory team in San Francisco. The role involves significant responsibility in financial analysis, modeling, and preparing client presentations while interacting with senior bankers and clients.

BankingFinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations
Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
Gathers and processes market share data and shareholder and investor profile

Qualification

Financial analysisValuation modelingMicrosoft ExcelInvestment Banking experienceAnalytical skillsMulti-taskingTeam player

Required

1+ years of professional experience (ideally in Investment Banking)
Results driven and able to perform well under pressure and against tight deadlines
Strong analytical and numerical skills that put you at ease with financial data
Proven team player who is able to effectively interact with a wide variety of internal groups and clients
Strong multi-tasking skills
Strong Microsoft Office suite (Excel a must) and financial reporting skills
Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Complete the Suited Assessment. This is a requirement for the application process. Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis

Company

Moelis & Company

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Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.

H1B Sponsorship

Moelis & Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (47)
2024 (39)
2023 (13)
2022 (16)
2021 (6)
2020 (18)

Funding

Current Stage
Public Company
Total Funding
unknown
2014-04-16IPO

Leadership Team

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Anuj Mathur
Managing Director
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Carl Torrillo
Executive Director
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Company data provided by crunchbase