Investment Banking Analyst
Peak Technology Partners
San Francisco, CA0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- NetworkingFinancial analysisStatisticsValuationMarketingExcel
- Work
- On-site in San Francisco
- Pay
- Not stated by the employer.
- Listed
- Nov 12, 2026 · still open
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About the Role
Peak Technology Partners (PEAK) is an independent investment bank specializing in strategic and financial advisory services for high-growth technology companies. This full-time, on-site position in San Francisco, CA, is for an Investment Banking Analyst, M&A and Capital Raising.
Key Responsibilities
- Conducting research and due diligence to develop a strong understanding of technology companies, sub-verticals, and markets
- Collecting, reviewing, and analyzing company, industry, and market data
- Developing a wide range of financial analyses and models used in mergers, acquisitions, and capital raise transactions
- Building valuation models, including DCF, comparable company, precedent M&A, LBO, regression, and synergy analyses
- Preparing operating models and KPI analyses, including metrics such as retention, LTV, and CAC
- Building waterfall / funds flow models
- Preparing materials used in transaction processes, including investment memoranda, executive summaries, management presentations, data books, pitchbooks, CIMs, and other marketing materials
- Building and managing virtual data rooms
- Processing NDAs
- Coordinating with clients and prospective clients to gather due diligence materials
Requirements & Tech Stack
- Highly analytical, detail-oriented, and quantitatively strong
- Ability to work in a fast-paced environment with high volume exposure to end-to-end transaction execution
- Advanced proficiency in Microsoft Office, especially Excel and PowerPoint
- Ability to organize and track overlapping tasks and assignments while priorities shift frequently
Qualifications
- Bachelor’s degree in finance or accounting and/or equivalent education, training, and work-related experience (must be already graduated by the time of application)
- 0–2 years of experience in a finance or business role, particularly one with a strong quantitative focus
- 3.5 GPA or higher required for applicants without work experience
- Strong financial modeling skills
- Excellent verbal and written communication skills