Share this Job

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Title:  Associate, Technology Investment Banking




Requisition ID: 134809

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.


Position: Associate, Technology Investment Banking, U.S.


Position Highlights: Associates in Technology Investment Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility.
At the early stages of their career, Associates focus on client presentations, financial modeling, industry/company research and mentoring/supervising Analysts. As the individual’s career progresses, Associates take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members. Scotiabank brings new Associates in contact with senior team members and clients at the earliest possible stage, allowing them to gain experience in managing and cultivating relationships.
A significant amount of effort, diligence and initiative is required to properly execute assignments. The complexity of clients’ financial requirements coupled with the intense competitiveness of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required.
With a limited hierarchy of professionals and a small project team approach, Associates have ample opportunity for career growth and development. On any given project, Associates will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives gaining knowledge and understanding of both investment banking and capital markets.


▪ Conducting extensive technology industry and company research and due diligence
▪ Evaluating and analyzing the financial needs of technology clients, including financial analysis and development of models
▪ Creating pitchbooks, other marketing materials and presentations
▪ Coordinating the various processes involved in a financing or capital markets transaction execution
▪ Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time
▪ Supporting senior team members in their relationship management responsibilities


Major Activities Include:
▪ Perform comprehensive financial statement analysis and create / maintain models
▪ Collect, consolidate and interpret company and industry data, research and other relevant materials
▪ Financial and written analysis and due diligence of technology industry and companies, including assessment of operations, development plans, capital and operating costs, key risks and upside potential
▪ Preparing client presentations, including compiling data and assembling presentation materials
▪ Supporting drafting of prospectuses, related documentation and marketing materials for transactions
▪ Applying product and capital markets knowledge to help clients achieve their financial objectives


▪ 2-6 years of directly related investment banking experience, particularly within technology coverage universe
▪ TMT or Software experience is preferred but not required
▪ Bachelor or Master’s degree with exceptional academic achievements in Business, Finance, Math, Engineering, Economics or Science
▪ Sincere interest in Investment Banking and technology sector


Required Competencies:
▪ Strong quantitative skills focused on financial analysis, accounting and financial theory
▪ Strong written and verbal communication skills
▪ A high level of attention to detail
▪ The ability to manage multiple projects simultaneously while maintaining a high standard of work
▪ The ability to excel under pressure amid demanding deadlines
▪ The ability to perform effectively in a team environment
▪ High professional standards including a strong sense of personal integrity and teamwork
▪ Demonstrated ability to quickly adapt to new situations
▪ A high level of energy and a keen desire to learn new concepts
▪ Independent thinker and proven ability to make decisions

External Posting Description


Location(s):  United States : California : San Francisco 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

Job Segment: Bank, Banking, Equity, Investment, Investment Banking, Finance