EY-Parthenon ยท 2 weeks ago
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco
EY-Parthenon is a globally connected powerhouse that helps build a better working world. The M&A Investment Banking Associate will support and execute M&A and corporate finance engagements, focusing on financial analysis and client advisory in the Technology sector.
ConsultingManagement ConsultingPayments
Responsibilities
Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions
Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates
Perform extensive financial analysis, valuation analysis and pro forma financial modeling
Identify key issues and potential areas of valuation and transaction risk within engagements
Perform In-depth market-sector and company-specific research
Support business development initiatives
Qualification
Required
A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1-2 years of related work experience
Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus
Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment
Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling
Strong communication skills
Efficient use of research databases, and technical ability to analyze data
Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization
You must either reside in or be in a commutable distance to your office location for this position
The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs
Preferred
A proven record of excellence in investment banking with a focus on M&A transactions
Experience in or interest in the Technology sector
Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot
Benefits
Medical and dental coverage
Pension and 401(k) plans
A wide range of paid time off options
Flexible vacation policy
Designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being
Company
EY-Parthenon
EY-Parthenon is one of the leading management advisory firms in the payments industry It is a sub-organization of Ernst & Young.
H1B Sponsorship
EY-Parthenon 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 (3)
2023 (16)
Funding
Current Stage
Late StageRecent News
Mergers & Acquisitions
2025-10-31
Company data provided by crunchbase