Investment Banking Associate, Technology

Santander US

San Francisco, CA

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JOB DETAILS

SKILLS

Analysis Skills, Communication Skills, Corporate Finance, Customer Relations, Detail Oriented, Documentation, Finance, Financial Analysis, Financial Management, Financial Modeling, Financial Services, Interpersonal Skills, Investment Services, Leadership, Mentoring, Mergers and Acquisitions, Microsoft Excel, Microsoft PowerPoint, Model Review, Negotiation Skills, Presentation/Verbal Skills, Process Management, Project/Program Management, Risk, Risk Management, Sales Presentation, Series 63, Team Player, Training Program, Transaction Processing/Management

LOCATION

San Francisco, CA

POSTED

Today

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:

As an Associate on the Technology team in Investment Banking Coverage, you will build on the foundational skills developed as an Analyst in your prior role in investment banking or related field, with increased responsibilities in project management and client interaction. Associates continue to participate in structured training while taking a more active role in deal execution and mentoring junior staff.

+ Participate in advanced training programs to further develop technical expertise and leadership skills.

+ Take a leadership role in the preparation of client presentations, pitch books, and financial analysis.

+ Manage and review financial models, valuation analyses, and transaction documentation.

+ Oversee Analysts’ work and ensure accuracy in deliverables.

+ Actively participate in client meetings and deal discussions.

+ Contribute to transaction structuring discussions and negotiation processes.

+ Support senior bankers in identifying and pursuing new business opportunities.

What You Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

+ Bachelor’s degree or equivalent from an accredited institution.

+ 3+ Years Finance, Investment Banking or related field/sector experience..

+ Demonstrated knowledge of corporate finance and investment banking products, with experience working on executed M&A and other advisory transactions.

+ Expert knowledge of Excel and PowerPoint with advanced financial modeling skills.

+ Exceptional attention to detail, analytical rigor, and the ability to manage multiple transaction processes concurrently.

+ Strong communication and interpersonal skills with the ability to operate effectively in a client-facing environment

+ Team player and self-starter.

+ Strong technical financial modeling and valuation skills.

Certifications:

+ No Certifications listed for this job.

+ Candidates must hold or be willing to obtain Series 63 and 79 licenses.

It Would Be Nice For You To Have:

+ Transaction exposure within Software, FinTech, Semiconductor, and AI is preferred

Work Authorization & Sponsorship:

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$175,000.00 USD

Maximum:

$225,000.00 USD

We Value Your Impact:

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (https://businessolver.foleon.com/santander/2026-santander-eguide/)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

WhatTo Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

About the Company

Santander US

We are Santander Bank, N.A., one of the country's top retail banks by deposits and a wholly owned subsidiary of one of the most respected banks in the world: Banco Santander. Our parent company, Santander Group, serves more than 100 million customers in the United Kingdom, Latin America, and Europe. Here in the Northeast, we are a team of 9,800 individuals all committed to a single mission: to help customers make progress toward their goals. We aim to make banking hassle-free by providing simple ways for customers to spend, save and manage their money.

Santander is recruiting people like you who want to be challenged and strive for something better. At Santander, you'll be rewarded with competitive compensation and market leading benefits. You'll have access to comprehensive career development programs that empower you to grow and advance. You'll discover a company where you can shape a bright future.

COMPANY SIZE

5,000 to 9,999 employees

INDUSTRY

Banking

FOUNDED

1902

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