Associate / Senior Associate - Tech/Software Growth PE Firm
Location: San Francisco, CA
Firm Focus: Growth-oriented investments in founder-led, lower middle market companies across North America.
About the Firm:
The firm specializes in B2B software, industrial technology, managed solutions, and technology-enabled services. Our team partners with founders to accelerate growth and create long-term value.
Role Summary:
Seeking an Associate/Senior Associate with strong Excel and financial modeling skills, 2+ years at a top investment bank, and significant deal exposure in tech, M&A, and fintech. Responsibilities include memo preparation, sourcing, and engaging external stakeholders. Prior investing experience is a plus but not required.
Key Requirements:
- 2+ years investment banking experience at a reputable firm (Tech, Software, Lev-fin, M&A, Fintech)
- Strong Excel and financial modeling skills
- Deal exposure in tech, M&A, fintech
- Experience with memos and sourcing
- Ability to perform well with external stakeholders
Why Join:
- Collaborative team environment
- Exposure to growth-oriented investments
- Opportunity to work directly with founders and senior leadership
Desired Skills and Experience
Proficient in Excel and financial modeling; 2+ years at a leading investment bank; strong deal exposure in tech, lev fin, M&A, or fintech IB; experience with memos and sourcing; proven ability to engage external stakeholders effectively
