2026 Investment Banking Analyst 23

The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Union Square Advisors is a technology-focused investment bank that advises companies founders and financial sponsors on sell-side and buy-side M&A growth equity and private capital raises and strategic alternatives across software internet digital media fintech and tech-enabled services.

Analysts work directly with senior bankers on live transactions from pitch through close contributing to both quantitative and qualitative workstreams while building a foundation in technology sector coverage. This is a lean-team environment with meaningful client exposure and responsibility well beyond what is typical at larger institutions.

Responsibilities

• Build and maintain financial models including operating models DCF LBO merger/accretion-dilution and returns analyses
• Prepare client-facing materials such as pitch books CIMs management presentations and board materials
• Conduct in-depth industry and company-specific research including comparable company and precedent transaction analysis
• Support diligence processes and data room management and track buyer and investor outreach throughout live deals
• Monitor sector trends M&A activity and capital markets developments across assigned coverage areas

Qualifications

• At least 1 full year of investment banking experience; technology sector coverage a plus
• Bachelors degree with a strong academic record
• Advanced proficiency in Excel and PowerPoint with a strong command of valuation methodologies and accounting fundamentals
• Proficiency with AI tools in a professional workflow and genuine interest in the technologies reshaping the sectors we cover; we expect Analysts to actively use AI to work faster and sharper
• Excellent written and verbal communication skills and close attention to detail
• Ability to manage multiple workstreams under deadline in a fast-paced entrepreneurial environment