Investment Banking Associate - Technology Banking

# Investment Banking Associate - Technology Banking Corporate & Investment banking

Apply---Permanent contract

Menlo Park, California, United States Salary from 99,000 to 200,000---Reference 260007R4

Start date Immediately Publication date 2026/07/13## Responsibilities An opportunity to join a fast growing, dynamic team at a large global Investment Bank. As an Investment Banking Associate at Société Générale in our Menlo Park office, you will play a crucial role in supporting our technology investment banking team in executing financial transactions and advising clients on strategic initiatives. You will be responsible for conducting thorough financial analysis, preparing presentations, and assisting in the execution of mergers and acquisitions, capital raising, and other financial advisory services.

The Associate will work in a generalist capacity within a team of experienced Technology Investment Banking professionals and will have extensive exposure within the bank and with clients.  In addition to the usual responsibilities expected of an Associate, the successful candidate will be expected to:
* Conduct detailed financial modeling and valuation analysis to support transaction decisions
* Prepare pitch books and presentations for client meetings, articulating complex financial concepts in a clear and compelling manner
* Prepare company profiles, and more detailed memoranda and presentations describing the key attributes of client companies and acquisition opportunities
* Perform industry and market research to identify trends, opportunities, and competitive positioning
* Assist in the due diligence process, coordinating with various stakeholders to gather necessary information across products (M&A, Equity Capital Markets, Leveraged Finance, Private Placements, etc.)
* Collaborate with senior bankers to help develop strategic recommendations for clients.
* Monitor financial news and developments relevant to the investment banking sector and our clients
* Support the execution of transactions by preparing documentation and liaising with legal and compliance teams
* Participate in client meetings and calls, providing analytical support
* Coordinate with internal functions to obtain all required approvals for the execution of transactions## Profile required

REQUIRED:

* Strong analytical and quantitative skills with a solid understanding of financial principles
* Proficiency in financial modeling, valuation techniques, and Excel
* Excellent written and verbal communication skills, with the ability to present complex information clearly
* Strong attention to detail and the ability to work under tight deadlines
* Ability to work collaboratively in a team-oriented environment
* Previous work experience in investment banking, finance, or a related field is preferred
* SIE, Series 79 and Series 63 certifications. If not already obtained, must complete within five months of hireTECHNICAL

SKILLS:

* Proficient in Microsoft Excel, PowerPoint and WordPRIOR

WORK EXPERIENCE:

* Previous work experience in investment banking, finance, or a related field

EDUCATION:

* Bachelors Degree from a top-tier university (preferably in Economics, Accounting, or Finance)## Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.
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