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

cm5oOEZXWGM5QjJDZnB6SktxMG8yMGhPWEE9PQ==
  • Union Square Advisors LLC
  • San Francisco, CA

Job Description

Internship Program Overview
The Internship Program at Union Square Advisors provides candidates with an unparalleled opportunity to gain deep domain expertise in mergers and acquisitions (M&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.

We are targeting undergraduate applicants with an expected graduation date of Spring 2028 .

Formal interviews will begin in January 2026.

Responsibilities

Perform Business and Financial Analyses:

  • Research and analyze financial and operational data related to companies and industries.
  • Perform complex financial modeling and valuation analyses as part of client/industry evaluations.
  • Collaborate with full-time analysts to complete necessary analyses for live engagements and participate in client calls and due diligence discussions.
  • Create trend analyses of financial performance for client presentations.
  • Complete a summer project where the candidate will “pitch” a potential client opportunity to senior bankers at Union Square Advisors.

Provide Management Support:

  • Present analytical findings to deal teams.
  • Develop written internal and external marketing materials.
  • Improve and maintain internal infrastructure projects and databases.
  • Assist the coverage team in the development of presentations for potential mandates.
Qualifications
  • Currently pursuing an undergraduate degree, with academic coursework in finance, economics, or accounting, complemented by outstanding academic achievement.
  • Basic understanding of fundamental financial principles.
  • Proven ability to successfully collaborate in a team setting in a fast-paced, high-demand environment.
  • Excellent analytical and critical thinking skills.
  • Highly developed written and oral communication abilities.
  • Strong interpersonal skills, with the ability to work effectively in a professional setting.
  • Creativity, insightfulness, and resourcefulness in completing assignments in a fast-paced and challenging environment.
  • Meticulous attention to detail and ability to manage multiple projects with a high degree of organization.
  • Self-starter with the ability to independently manage assignments and take ownership of tasks.
  • Strong sense of urgency and a competitive drive to succeed.
  • Maturity and professionalism appropriate for a client-facing role.
  • 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.

About Union Square Advisors
Union Square Advisors is a leading technology-focused investment bank offering strategic M&A advice, 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 top public and private technology companies, private equity firms, venture capitalists, and family offices.

Our expertise spans many aspects of the technology landscape, including enterprise software and infrastructure, fintech, healthcare IT, internet and digital media, e-commerce, consumer software, AIoT and industrial technology, among other key segments. Since inception, Union Square Advisors has advised on more than 195 strategic transactions valued at over $120 billion. For more information, please visit

Job Tags

Full time, Summer work,

Similar Jobs

Oakmont Management Group

Senior Living Area Business Growth Director San Jose (San Jose) Job at Oakmont Management Group

 ...A leading senior living management company seeks an Area Business Development Director in San Jose, CA, responsible for generating leads and managing referral relationships. Candidates should have sales experience, ideally in the senior living sector, and the ability to... 

DSV Air & Sea

Freight Forwarder, Air Import (Automotive) Job at DSV Air & Sea

 ...please contact your Human Resource representative to discuss the process and requirements of applying. Job area: Freight Forwarding FRAUD ALERT: Please note that DSV will never request a chat interview or solicit funds from applicants or employees through... 

TradeJobsWorkForce

Roofer Job at TradeJobsWorkForce

Inspecting the structure of roofs in order to determine the best course of action. Providing clients with estimates on labor costs and materials required to fix or build a roof. Measuring and cutting materials to ensure that they fit securely around vents, gutters...

Russell Tobin

Senior Piping Designer (Vancouver) Job at Russell Tobin

 ...Job Title: Senior Piping Designer Job Location: Vancouver, WA Job Type: Full-time / Direct Hire Pay Range: $40.20 - $51.90 / Hr + Benefits Job Description : Job Overview: Responsible for supporting all project phases with a focus on detailed engineering... 

NIS EXPRESS

CDL-A OTR Dry Van Drivers 1200 1400 Weekly Home Every 2 Weeks Job at NIS EXPRESS

 ...We are hiring CDL-A drivers for an East-Coast OTR lane that stays fully east of the Mississippi River. Trainees and recent CDL graduates...  ...Average 2,500 weekly miles Home every two weeks Freight runs up and down the East Coast Loads stay east of the Mississippi...