Investment Banking 2027 Summer Analyst at Union Square Advisors San Francisco, CA

Investment Banking 2027 Summer Analyst job at Union Square Advisors. San Francisco, CA.<br /><br />Internship Program Overview<br /><br />The Internship Program at Union Square Advisors provides candidates with an unparalleled opportunity to gain deep domain expertise in mergers and acquisitions (M&amp;A) and capital raising within the technology sector. Interns, or “Summer Analysts,” will support teams on live deals through both quantitative and qualitative assignments, in addition to conducting in-depth industry and company-specific research.<br /><br />We are targeting undergraduate applicants with an expected graduation date of<br /><br />Spring 2028 .<br /><br />Formal interviews will begin in January 2026.<br /><br />Responsibilities<br />Perform Business and Financial Analyses:<br /><br />Research and analyze financial and operational data related to companies and industries.<br /><br />Perform complex financial modeling and valuation analyses as part of client/industry evaluations.<br /><br />Collaborate with full-time analysts to complete necessary analyses for live engagements and participate in client calls and due diligence discussions.<br /><br />Create trend analyses of financial performance for client presentations.<br /><br />Complete a summer project where the candidate will “pitch” a potential client opportunity to senior bankers at Union Square Advisors.<br /><br />Provide Management Support:<br /><br />Present analytical findings to deal teams.<br /><br />Develop written internal and external marketing materials.<br /><br />Improve and maintain internal infrastructure projects and databases.<br /><br />Assist the coverage team in the development of presentations for potential mandates.<br /><br />Qualifications<br /><br />Currently pursuing an undergraduate degree, with academic coursework in finance, economics, or accounting, complemented by outstanding academic achievement.<br /><br />Basic understanding of fundamental financial principles.<br /><br />Proven ability to successfully collaborate in a team setting in a fast-paced, high-demand environment.<br /><br />Excellent analytical and critical thinking skills.<br /><br />Highly developed written and oral communication abilities.<br /><br />Strong interpersonal skills, with the ability to work effectively in a professional setting.<br /><br />Creativity, insightfulness, and resourcefulness in completing assignments in a fast-paced and challenging environment.<br /><br />Meticulous attention to detail and ability to manage multiple projects with a high degree of organization.<br /><br />Self-starter with the ability to independently manage assignments and take ownership of tasks.<br /><br />Strong sense of urgency and a competitive drive to succeed.<br /><br />Maturity and professionalism appropriate for a client-facing role.<br /><br />Proficiency in financial computer applications and database tools, including MS Excel, MS PowerPoint, and MS Office. Experience with research platforms such as CapitalIQ, PitchBook, FactSet, Thomson One, and 451 Research is a plus.<br /><br />#J-18808-Ljbffr