What are the responsibilities and job description for the Tech M&A Investment Banking Summer Analyst 2026 San Francisco position at Aeris Partners?
About Aeris Partners
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 leverages extensive technology domain expertise and an unparalleled commitment to delivering superior M&A outcomes on every transaction while maintaining a commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. The firm's senior leadership team has successfully completed more than $40 billion of M&A advisory assignments to date with transactions ranging from $200 million to $2 billion in enterprise value.
Aeris is a registered broker-dealer and member of FINRA and SIPC.
We are seeking highly motivated technology M&A investment banking Summer Analysts for our San Francisco office with a 2026 start date. Summer Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm's focus on technology allows Summer Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors.
Aeris provides a unique training program for all Summer Analysts. Throughout the 10-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Summer Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. The Aeris Summer Analyst program is a direct pipeline for our full-time analyst positions the following year. Onboarding and training may occur in our Boston office.
Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.
Specific responsibilities include :
- Work closely with analysts and associates in developing client presentations, pitches and other key deliverables
- Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses
- Contribute to M&A strategy development discussions with senior M&A professionals
- Actively interact with clients and buyers on calls and in meetings
- Research and communicate compelling technology industry and company trends
- Identify and manage strategic and financial buyers
- Coordinate and support transaction due diligence activities and data room development
Desired skills and experience :
