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

Aeris Partners

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San Francisco, CA on site Until 8/22/2026 First posted April 21, 2026 Last posted April 21, 2026
Job description
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 

Compensation (from employer):
175000–225000 USD per year

About this role

Summary

Participate in all transaction aspects, develop models, and engage with clients and stakeholders.

Job title

Tech M&A Investment Banking Full-Time Associate

Experience level

analyst to associate or MBA candidate

Industry

finance

Location requirements

San Francisco, CA; no remote work specified.

Salary

175000–225000 USD per year

Management role

No

Skills & keywords

Required skills

corporate financefinancial statementsvaluation methodologiescommunication

Preferred skills

None specified

Specializations

mergers and acquisitionstechnology sectorvaluationcorporate finance
Locations

Structured locations inferred from the posting.

San Francisco, CA, USA

On-site City