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Investment Banking Tech Associate
Millbrae, CAApril 6th, 2026
DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advice on M&A, debt raisings and restructurings, and private capital, and provides access to Asia investment knowledge. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice with integrity, honesty, and respect. The Role As an Associate on the technology and software team based in our San Francisco office, you will be responsible for supporting day-to-day M&A, capital raising, restructuring, debt advisory and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record (undergraduate and or MBA) The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date) Preferred Experience At least 3 - 5 years of experience with M&A transactions in the technology and software sector Compensation & Benefits: Salary Range: $175,000 - $200,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, AD&D Insurance Pet Insurance Health Savings Account Retirement Pans (401K) Pre-Tax Commuter Benefits Working Arrangement Please note this position will operate in a hybrid capacity with four days on-site in our San Francisco, CA office (Monday - Thursday) with the option to work from home on Fridays Equal Opportunity Employer
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