Skip to main content

Aeris Partners

Tech M&A Investment Banking Full-Time Associate, San Francisco

San Francisco, California, United States

Location
San Francisco, California, United States
Work
On-site
Employment
Full-time
Level
Entry level
Function
Finance
Pay
$175K – $225K a year
Posted
31 months ago

Pay and the market here

The top of this role’s range, $225K a year, is 80% above the median of $125K for entry level finance jobs in San Francisco (middle half $88K – $170K, 40 jobs that state pay).

585 finance jobs open in San Francisco: 13% remote, 203 posted in the last 30 days.

Wondering how well you fit this one? OptiTalent Career checks each requirement against your own record, privately. About OptiTalent Career →

About the role

About Aeris Partners

Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.

Associate Job Description

We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms.

Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Please note that training and onboarding may occur in our Boston, MA, office.

Specific responsibilities include

  • Participate meaningfully in all aspects of transaction development and execution
  • Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more
  • Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction
  • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends

Desired skills and experience

  • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
  • Exceptional work ethic – self-starter, driven and hard working with a passion for excellence
  • Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
  • Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
  • Creative and entrepreneurial mindset; ability to multitask and manage time effectively
  • Unwavering commitment to conducting business with the highest degree of integrity and professionalism
  • High level of attention to detail
  • Outstanding leadership skills with an ability to manage and mentor junior professionals
  • Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment
  • Must be eligible to work permanently in the United States

Salary range reflects base salary not including discretionary bonus.

Source

Posted by Aeris Partners on their own hiring page, jobs.lever.co. OptiTalent shows it as published, read 07 Nov 2026 12:05 UTC; the original is the reference.

View the original ad ↗

More at Aeris Partners

  • Aeris Partners · San Francisco, California, United States

    On-siteInternship$175K a yearFinance

    We are seeking experienced and highly motivated technology M&A investment banking Summer Associates for our San Francisco office with a Summer 2027 start date. As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Summer…

  • Aeris Partners · Boston, Massachusetts, United States

    On-siteInternship$175K a yearFinance

    We are seeking experienced and highly motivated technology M&A investment banking Summer Associates for our Boston office with a Summer 2027 start date. As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Summer Associates to…

  • Aeris Partners · San Francisco, California, United States

    On-siteFull-time$110K – $125K a yearFinance

    We are seeking highly motivated technology M&A investment banking Analysts for our San Francisco office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior…

  • Vice President

    26 months ago

    Aeris Partners · Boston, Massachusetts, United States

    On-siteFull-timeExecutive$250K a year

    Aeris Partners is a market-leading boutique investment bank that provides strategic M&A advisory services to best-in-class software, Software-as-a-Service (SaaS), data & analytics, private equity, and venture capital firms spanning a range of high-growth vertical markets. Aeris…