Associate, Investment Banking

Responsibilities

Needham & Company, a full service broker-dealer, has an opening for either an experienced Associate or Vice President, Investment Banking for the San Francisco office. The Associate or VP will partner with Senior Bankers on multiple projects and transactions at any given time, with primary responsibilities surrounding the production of analytical work for clients and the support of transaction execution from origination to closing. The job involves, among other tasks, the following:

• preparation of presentations to clients;
• financial analysis, including valuation analysis;
• capital markets and technology analysis;
• participation in the drafting of SEC documents;
• execution of IPOs, follow-on equity offerings, and mergers and acquisition projects; and
• conducting due diligence for Needham & Company sponsored transactions.

Prerequisites Include

• 4-8 years of experience in investing banking, with closed deal experience. Cyber security, infrastructure and enterprise software, and industrial technologies experience is a major plus
• excellent analytic and writing skills and a particular attention to detail;
• strong work ethic;
• keen understanding of financial statement analysis and company valuation techniques;
• strong computer skills (Microsoft Excel, Word, PowerPoint, FactSet, Bloomberg etc.);
• teamwork, interpersonal, and leadership skills; and
• driven, results oriented personality

No phone calls or emails please.

The good-faith expected salary range for the above position is $175,000- $205,000 depending on factors including but not limited to the candidate’s experience, skills, license registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance, flexible spending, commuter; and paid time-off plan.