Investment Banking Analyst, Technology Date Posted:

27 September 2026

Closing Date:

October 27, 2026

Recruiter:

BMO Financial Location:

San Francisco, California Salary:

USD165,000

to

USD230,000

Job Type & Industry:

Data, Ai & Technology > Ai & Technology Governance, Banking & Finance - Investment, Technology Risk, Banking & Finance -

Retail, Technology, IT & Telecoms Contract Type:

Permanent Job Reference:

2989938763-2 Apply for this job now Job Description BMO Financial is seeking an Investment Banking Analyst, Technology to support M&A, equity, and debt transactions for technology sector clients. You will build detailed financial models, perform valuations, analyze financial statements, and prepare pitch books and client presentations. The role includes market and company research, due diligence support, and coordination with senior bankers and product partners. You will work in an inclusive, collaborative environment with strong learning, mobility, and career growth opportunities, while benefiting from competitive compensation and comprehensive benefits. Responsibilities Build detailed financial models and valuation analyses (DCF, comparables, precedent transactions) for technology sector clients. Support execution of M&A, equity, and debt transactions, including preparing pitch books and transaction materials. Conduct industry, company, and market research on technology trends, competitors, and deal activity. Assist in due diligence, data room management, and coordination with internal and external stakeholders. Prepare client-ready presentations, memos, and marketing materials with high attention to detail. Analyze financial statements and key performance metrics to assess company performance and valuation. Collaborate with senior bankers and product partners to develop client recommendations and strategic insights. Contribute to internal approvals, documentation, and compliance requirements for transactions. Use Excel, PowerPoint, and financial databases to support analytics and reporting. Demonstrate BMO's values through integrity, collaboration, and a client- and community-focused mindset. Required Skills Financial modeling (Excel) Company and industry valuation (DCF, comparables, precedent transactions) Advanced Excel (macros, sensitivity analysis, scenario modeling) Power Point and pitch book creation Accounting and financial statement analysis (GAAP/IFRS) Capital markets and corporate finance knowledge Technology sector and market research skills Data analysis using financial databases (e.g., Bloomberg, Capital IQ, Fact Set) Written and verbal communication for client-ready materials Project management and multi-deal execution support