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Union Square Advisors LLC · 2 months ago

Investment Banking 2027 Summer Analyst

San Francisco, CA

Internship

Onsite

Intern

Start in 2027 Summer

Union Square Advisors LLC is a leading technology-focused investment bank specializing in M&A and capital raising. They are seeking Summer Analysts to support teams on live deals through quantitative and qualitative assignments, while also conducting in-depth industry and company-specific research.

Investment Banking

Responsibilities

Research and analyze financial and operational data related to companies and industries

Perform complex financial modeling and valuation analyses as part of client/industry evaluations

Collaborate with full-time analysts to complete necessary analyses for live engagements and participate in client calls and due diligence discussions

Create trend analyses of financial performance for client presentations

Complete a summer project where the candidate will “pitch” a potential client opportunity to senior bankers at Union Square Advisors

Present analytical findings to deal teams

Develop written internal and external marketing materials

Improve and maintain internal infrastructure projects and databases

Assist the coverage team in the development of presentations for potential mandates

Qualification

Financial modelingValuation analysesFinancial analysisMS ExcelMS PowerPointCapitalIQPitchBookFactSetThomson OneAnalytical skillsProfessionalismTeam collaborationCommunication skillsInterpersonal skillsAttention to detailCreativitySelf-starter

Required

Currently pursuing an undergraduate degree, with academic coursework in finance, economics, or accounting, complemented by outstanding academic achievement

Basic understanding of fundamental financial principles

Proven ability to successfully collaborate in a team setting in a fast-paced, high-demand environment

Excellent analytical and critical thinking skills

Highly developed written and oral communication abilities

Strong interpersonal skills, with the ability to work effectively in a professional setting

Creativity, insightfulness, and resourcefulness in completing assignments in a fast-paced and challenging environment

Meticulous attention to detail and ability to manage multiple projects with a high degree of organization

Self-starter with the ability to independently manage assignments and take ownership of tasks

Strong sense of urgency and a competitive drive to succeed

Maturity and professionalism appropriate for a client-facing role

Proficiency in financial computer applications and database tools, including MS Excel, MS PowerPoint, and MS Office

Preferred

Experience with research platforms such as CapitalIQ, PitchBook, FactSet, Thomson One, and 451 Research

Company

Union Square Advisors LLC

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and capital markets advisory services.

Founded in 2007

San Francisco, CA, US

11-50 employees

http://www.usadvisors.com

Funding

Current Stage

Early Stage

Leadership Team

Andrew Atherton

Partner

Dean Riskas

Partner

Company data provided by crunchbase