DC Advisory · 3 months ago
Investment Banking Tech Associate
San Francisco, California, United States
Full-time
Hybrid
Mid, Senior Level
$175K/yr - $200K/yr
3+ years expDC Advisory is an international investment bank with over 700 professionals in 24 locations. The role involves supporting day-to-day M&A, capital raising, and financial advisory processes while managing Analysts and participating in client presentations.
AdviceBankingFinanceFinancial Services
Responsibilities
Supporting day-to-day M&A, capital raising, restructuring, debt advisory and financial advisory deal processes and projects
Creating financial models
Drafting pitch and marketing materials
Participating in client presentations
Training and managing Analysts
Identifying training and learning opportunities
Monitoring work quality
Qualification
Required
An unwavering commitment to excellence and a high degree of maturity
A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
An outstanding academic record (undergraduate and or MBA)
The ability to work as part of a team in an environment that demands excellence, time and energy
Personal integrity, initiative and leadership qualities
Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
Strong multi-tasking and time management skills
Highly proficient with Microsoft Office suite
SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)
Preferred
At least 3 - 5 years of experience with M&A transactions in the technology and software sector
Benefits
Medical / Dental / Vision Insurance
Long Term Disability, Short Term Disability, AD&D Insurance
Pet Insurance
Health Savings Account
Retirement Pans (401K)
Pre-Tax Commuter Benefits
Company
DC Advisory
DC Advisory is a company that specializes in corporate finance advisory services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2009-05-18Acquired
Leadership Team
Tim Morris
UK CEO
Recent News
Washington Technology
2025-10-14
Company data provided by crunchbase