Investment Banking Associate 2026

Investment Banking Associate

Associates at Union Square Advisors are highly qualified individuals committed to pursuing a long-term career focused on providing financial advice to our corporate clients. You will play an integral role on our Investment Banking team, providing quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker.

Job Functions:

• Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses
• Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counter parties and other advisors
• Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information
• Work independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog
• Content creation in form of presentation slides for pitch materials to clients as well as refining client management presentations
• Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
• Provide leadership, mentorship, training and supervision to Analysts

Qualifications:

• Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment Bank
• At least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.e. pre-MBA, or equivalent level for direct Analyst promotes).
• Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar field
• Very strong financial modeling/valuation and analytical skills
• Thorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactions
• Experience managing the day-to-day execution of different types of projects and processes
• Ability to comfortably interact with clients in a professional and mature manner
• Outstanding ethics, integrity and judgment
• Intellectual curiosity, strong work ethic and desire to learn
• Ability to work in a fast-paced environment, managing multiple projects with different deal teams
• Highly organized, detail oriented and proactive
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices. Our expertise spans many aspects of the technology landscape.

Salary Range

2nd Year Associate – $175,000 - $200,000