Investment Banking 2025 Summer Analyst - Union Square Advisors

The Internship 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. Interns, or “Summer Analysts” will have the opportunity to support teams on live deals through both quantitative and qualitative assignments, along with performing in-depth industry and company-specific research. 

We are targeting undergraduate applicants with an expected Spring 2026 graduation date.

* Formal Interviews will begin in February 2024*

Perform Business and Financial Analyses:

• Research and analyze financial and operating information related to companies and industries
• Perform complex financial modeling and valuation analyses as part of client / industry evaluations
• Work side-by-side with full-time analysts to complete necessary analyses for live engagements, along with participating in client calls and due diligence discussions
• Create trend analyses of financial performance for client presentations
• Complete a summer project where the candidate will “pitch” a potential client opportunity to Union Square Advisors senior bankers

Provide Management Support:

• Provide analytical findings to deal teams
• Develop written internal and external marketing materials
• Improve and maintain internal infrastructure projects and databases
• Support the coverage team in the successful development of presentations for potential mandates 

Qualifications:

• Pursuing undergraduate degree with academic coursework in finance, economics or accounting, complimented by outstanding academic achievement
• Basic understanding of fundamental financial principles
• Track record of successfully participating in a team setting in a fast-paced and highly demanding environment
• Excellent analytical and critical thinking skills
• Highly developed written and oral communication skills
• Strong interpersonal skills
• Ability to be creative, insightful and resourceful in the performance of assignments in a fast paced and challenging environment
• Strong attention to detail
• Strong ability to attentively assess and provide detailed information daily on multiple projects in an organized manner
• Self-starter with the capability to independently function and take ownership of assignments
• Strong sense of urgency and competitiveness
• Exhibits a level of maturity required in a professional setting
• Expertise in financial computer applications and database management tools including: MS Excel, MS PowerPoint and MS Office; knowledge of research products including: CapitalIQ, Pitchbook, FactSet, Thomson One and 451 Research is a plus

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices. Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, FinTech, Healthcare IT, InternetDigital Media, eCommerce, Consumer Software, AIoT & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 175 strategic transactions, valued in excess of $120B. For more information, please visit http://www.usadvisors.com.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Requirements may change in the future with the evolving public health landscape. Union Square Advisors will consider accommodation requests.

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