Summer Associate in Tech M&A Investment Banking 2026

Join the prestigious Point72 Academy as an Investment Analyst in our 2026-2027 program designed for experienced professionals. This program provides a unique opportunity to enhance your analytical skills, gain insights into investment strategies, and collaborate with seasoned experts in the financial sector.At Point72, you will immerse yourself in a dynamic …

Join us as a Program Operations Analyst Intern this Summer 2026 at Cloudflare, where you'll be immersed in our mission to help build a better internet. In this role, you will collaborate with various teams to streamline operations and enhance project management processes. You'll gain invaluable experience in data analysis, strategic planning, and operational efficiency, all while contributing to meaningful projects that impact our global customer base.

Join our dynamic team as a Corporate & Investment Risk Management Analyst in 2025! This program is designed for individuals eager to analyze financial risks and develop innovative solutions while gaining invaluable industry experience.

Join Appier as an Investment Analyst, where you will engage in strategic analysis and provide insights that drive investment decisions. In this role, you will collaborate with a dynamic team to evaluate investment opportunities, assess market trends, and contribute to our innovative approach to investment management. Your analytical prowess and attention to detail will be crucial in identifying profitable ventures that align with our organizational goals.

Role overview Crusoe Technologies seeks a Senior Investment Analyst based in San Francisco, CA. This role centers on supporting the company’s strategic investment decisions through detailed research and analysis. The analyst will partner with teams across the organization to help shape financial outcomes. What you will do Carry out thorough market analysis to spot trends and emerging opportunities Assess potential investments by collecting and interpreting financial data Work with colleagues from various departments to inform investment decisions Offer insights that contribute to the company’s financial performance

COMPANY OVERVIEWKKR & Co. Inc. is a premier global investment firm that specializes in alternative asset management, capital markets, and insurance solutions. Our mission is to achieve compelling investment returns by adhering to a patient and disciplined investment strategy, employing top-tier talent, and fostering growth within our portfolio companies and communities. We sponsor investment funds that focus on private equity, credit, and real assets, and have strategic partnerships managing hedge funds. KKR’s insurance subsidiaries provide a range of retirement, life, and reinsurance products through Global Atlantic Financial Group.POSITION SUMMARYWe are seeking an enthusiastic Investment Data Operations Analyst to join our dynamic data management team within the Global Data Operations division. This role is positioned within the Investment Data Operations (IDO) team and plays a critical role in supporting our enterprise, with a primary focus on Credit and Insurance strategies.This position is based in San Francisco and reports directly to the VP of Investment Data Operations.The ideal candidate will possess foundational experience in security master and daily pricing operations, particularly with debt instruments and bank loans. This is a hands-on, execution-oriented role that prioritizes accurate asset setup and daily pricing controls while providing opportunities for involvement in broader data initiatives over time.We are looking for someone with 1-3 years of experience in investment operations, ideally within an alternative investment firm, insurance company, or fund administrator. A solid understanding of middle- and back-office workflows is essential, especially regarding how security master and pricing data influence accounting, risk, and reporting processes.Successful candidates will be detail-oriented, thrive in a fast-paced environment, and be willing to engage deeply with operational workflows. An ability to independently investigate and resolve data issues is crucial. Technological curiosity, particularly in SQL-based environments and a desire to leverage automation and AI tools to enhance operational efficiency, will set candidates apart. Strong communication skills and a collaborative mindset are essential for effective teamwork across our global teams.We are committed to operational excellence and providing our investment and business operations colleagues with high-quality, reliable data to facilitate investment execution across the firm. Our small, collaborative teams operate within a global investment platform, offering meaningful exposure, learning opportunities, and pathways for long-term career development.

Are you ready to take on a pivotal role in shaping the future of technology? As a Technical Program Manager Intern at Cloudflare, you will collaborate with a dynamic team of professionals dedicated to enhancing internet security and performance. This internship offers a unique opportunity to gain hands-on experience in managing technical projects that impact millions of users worldwide. Join us for the summer of 2026 and immerse yourself in a vibrant work environment where innovation and creativity thrive. Your contributions will play a key role in delivering exceptional solutions that keep our clients' digital experiences secure and efficient.

COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management, capital markets, and insurance solutions. With a focus on generating attractive investment returns, KKR adheres to a patient and disciplined investment strategy while nurturing growth in its portfolio companies and communities. The firm sponsors investment funds that engage in private equity, credit, and real assets, and partners strategically with hedge fund managers. Additionally, KKR’s insurance subsidiaries provide retirement, life, and reinsurance products under the management of Global Atlantic Financial Group. Please note that references to KKR’s investments may include activities conducted by its sponsored funds and insurance subsidiaries.TEAM OVERVIEWEstablished in 2004, KKR Credit manages over $240 billion in assets and employs around 230 investment professionals. The Structured Credit team, part of the Leveraged Credit division, oversees more than $100 billion in assets under management, supported by a dedicated team of 50+ investment experts. For more information about KKR Credit, please visit https://www.kkr.com/businesses/credit.POSITION SUMMARYKKR is on the lookout for a dynamic Investment Analyst/Associate to join its Structured Credit Portfolio Management team in San Francisco. The successful candidate should possess 1-4 years of relevant experience and will be tasked with a range of responsibilities, including:• Recommending trades based on relative value or portfolio enhancement metrics, and presenting trade ideas and market updates to the investment committee.• Monitoring the performance of CLO portfolios and enhancing the internal analytical infrastructure that supports portfolio management.• Collaborating with traders, legal teams, and middle office personnel to ensure compliance with investment guidelines.• Conducting research on thematic topics in the structured credit and ABS sectors.• Executing pre-trade compliance checks and allocating trades according to portfolio guidelines.• Supporting the assessment of credit risk across various portfolios.• Coordinating with the research team to remain informed on sector news, earnings, and fundamental developments.• Addressing investor inquiries or ad-hoc requests from portfolio managers.

Join Cloudflare as a Technical Program Manager Intern for Summer 2026! This is an exciting opportunity to work with one of the leading web infrastructure and security companies. As an intern, you will collaborate with cross-functional teams, engage in project management activities, and help drive innovation in our technical initiatives.

About Us: At Mentis AI, we stand at the forefront of the intersection between innovative AI systems and institutional finance. Our dedicated team boasts extensive experience from prominent firms such as Lazard and Partners Group, integrating deep financial services expertise with cutting-edge machine learning and AI research. Operating from our key locations in London and San Francisco, we collaborate with leading AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of models in high-stakes financial scenarios.The Opportunity: With the rapid integration of AI into core real estate investment processes—spanning acquisitions, underwriting, asset management, debt structuring, and fund-level reporting—this residency is tailored for institutional real estate private equity (REPE) professionals eager to gain firsthand experience in the development, evaluation, and enhancement of advanced AI systems within the context of REPE investing across various property types and risk profiles.Key Responsibilities:Develop Expert Benchmarks: Construct and validate real-world underwriting models, return analyses, and investment cases to assess frontier AI systems.Stress-Test Model Reasoning: Identify weaknesses in AI-generated real estate analyses, pinpointing logical flaws, erroneous assumptions, or lapses in market intuition.Design Analytical Frameworks: Transform how REPE professionals evaluate acquisitions, structure transactions, and manage assets throughout the investment lifecycle into challenges that stretch AI reasoning capabilities.Assess Human vs. Machine Judgment: Conduct systematic evaluations of the disparities between professional real estate judgment and AI outputs across varying asset classes, risk profiles, and fund structures.Why This Experience Matters:Be among the pioneering real estate investment professionals to engage directly with how frontier AI models assess acquisitions, underwriting, and asset management.Cultivate a unique professional profile positioned at the confluence of real estate and AI—ideal for roles within funds, AI companies, or entrepreneurial ventures.Gain practical insights into how AI is transforming real estate workflows, from deal screening and underwriting to joint venture structuring, asset management, and LP reporting.

Join Aeris PartnersAeris Partners stands at the forefront of the M&A investment banking space, specializing in software, SaaS, and other rapidly evolving technology sectors. We provide strategic advisory services to top-tier private equity and venture capital firms, as well as innovative entrepreneur-led companies, guiding them through critical mergers and acquisitions. Renowned for our unparalleled M&A execution and data-driven methodologies, we consistently achieve exceptional outcomes while nurturing a workplace culture that champions collaboration, inclusivity, and entrepreneurial spirit.Analyst Role OverviewWe are in search of driven and ambitious Analysts for our San Francisco office, looking to start immediately. At Aeris, Analysts are entrusted with significant responsibilities, managing key deliverables and collaborating closely with seasoned bankers on active deal teams to achieve outstanding client results. Our focus on technology enables Analysts to deeply engage with the broader tech landscape while regularly interacting with industry executives and investors.Aeris offers an exceptional 4-week training program for all new Analysts, combining specialized M&A training tailored to the technology sector with live project work. This hands-on approach ensures meaningful skill development that extends beyond just tech M&A. Our culture encourages proactive responsibility, fostering continuous learning and career growth throughout the training period.Ideal Candidate ProfileWe seek candidates who are passionate about analytical thinking, finance, corporate strategy, and financial valuation. Strong leadership qualities, a robust work ethic, and a genuine interest in the technology sector are essential. While prior investment banking experience is advantageous, we encourage applications from all candidates with impressive academic backgrounds and demonstrated leadership abilities.

We are seeking a visionary and dynamic Director of Investment Products to lead our investment product strategy at Mercury. This role is pivotal in shaping our offerings and driving innovation in the investment landscape. You will be responsible for overseeing product development, enhancing client engagement, and optimizing our investment strategies to align with market trends.As a key member of our leadership team, you will work closely with cross-functional teams to ensure our products meet the evolving needs of our clients while adhering to regulatory standards. Your expertise will be essential in identifying opportunities for growth and differentiation in a competitive market.

Join 360IT Professionals as a Business Systems Analyst and play a pivotal role in bridging the gap between business needs and technology solutions. In this exciting position, you will analyze and improve business processes, gather requirements, and ensure that IT solutions align with organizational goals.

Astranis builds advanced satellites for high orbits, expanding access to secure and dedicated networks for clients such as large enterprises, governments, and the US military. With five satellites in orbit and more launches ahead, Astranis supports a commercial contract backlog exceeding $1 billion. The company is headquartered in Northern California and employs 450 engineers and entrepreneurs, backed by over $750 million from investors like Andreessen Horowitz, Blackrock, and Fidelity. The Associate Mechanical Engineer - Fall 2026 Program is a twelve-week, salaried role based in San Francisco. This program is designed for candidates who have completed or will complete their bachelor’s degree before joining. The position offers the chance to work on projects that match the complexity and impact of those assigned to full-time engineers. Role overview Work alongside the engineering team to design, build, and test satellite hardware or software. What you will do Associate Engineers at Astranis contribute directly to challenging engineering projects. Past participants have designed and tested hardware or software for the company’s first satellite. Many have continued on to full-time roles. This program emphasizes hands-on experience and meaningful project ownership. Requirements Bachelor’s degree completed or expected before the program start date Interest in satellite hardware or software engineering Note: Current college students should consider applying for the Astranis Internship program instead.

Arta Finance combines expertise in product development, machine learning, and finance to make personal finance more accessible and intuitive. The team creates technology that empowers individuals to take control of their financial future, blending advanced tools with a focus on the human experience. Role overview The Senior Investment Advisor position is based in the Bay Area and centers on guiding U.S. clients through complex financial planning. This advisor works directly with clients to design and implement multi-asset portfolios, develop tailored financial strategies, and support clients at each stage of their financial journey. Close collaboration with product specialists and other internal teams is essential for delivering effective portfolio solutions. What you will do Meet with clients to understand their financial goals, risk preferences, investment timelines, tax situations, and overall financial picture. Design personalized strategies and portfolios across equities, fixed income, alternatives, and structured products to fit client objectives. Oversee client portfolios by executing investment strategies, monitoring performance, and conducting regular reviews to ensure alignment with goals. Explain investment options, asset allocation, portfolio risks, performance measures, and market outlooks. Prepare market and investment materials as needed. Build and maintain strong client relationships through regular meetings, timely responses, and attentive service. Stay informed about capital market trends, economic developments, regulatory changes, new investment products, and competitor offerings to provide relevant advice. Ensure all advisory work complies with regulatory standards and fiduciary responsibilities. Collaborate with internal teams in operations, compliance, product, and research to deliver seamless service and enhance the client experience. Stay current on product offerings and participate in ongoing training.

Join our dynamic team at 360IT Professionals as a Business Analyst. In this role, you will leverage your analytical skills to bridge the gap between our technology and business objectives. You will work closely with stakeholders to gather requirements, analyze data, and drive solutions that enhance our organizational performance.

Join 360 IT Professionals as a Business Analyst, where you will play a crucial role in analyzing business operations and data to drive strategic decisions. Collaborate with cross-functional teams to gather requirements and translate them into actionable insights. Your expertise will help shape our business strategies and enhance overall performance.

About Mentis AI Mentis AI brings together institutional finance expertise and advanced AI research. With offices in London and San Francisco, the team collaborates with top AI labs to improve model reasoning and decision-making for high-stakes financial scenarios. About the AI Residency This part-time residency is designed for experienced research analysts and portfolio managers in investment banking or capital markets. The program focuses on practical applications of advanced AI in real-world financial settings. Key Responsibilities Prompt Engineering: Develop and refine realistic prompts to test the relevance and quality of AI-generated insights. Comparative Analysis: Systematically compare human judgment and AI outputs in M&A, ECM, DCM, and leveraged finance contexts. Framework Development: Translate senior bankers' transaction evaluation and deal structuring methods into challenges that push AI reasoning. Benchmark Construction: Build and validate real-world transaction analyses and valuation frameworks to measure the performance of advanced AI systems. What Makes This Role Distinct See firsthand how AI is changing deal workflows, from pitchbooks to financial modeling and closing transactions. Shape how next-generation AI models approach transaction structuring, valuation, and capital markets execution as an investment banking professional.

COMPANY OVERVIEWKKR is a premier global investment firm renowned for its expertise in alternative asset management, capital markets, and insurance solutions. Our mission is to deliver exceptional investment returns through a disciplined approach, leveraging world-class talent, and fostering growth within our portfolio companies and the communities we serve. KKR sponsors investment funds focused on private equity, credit, and real assets, while also partnering with hedge fund managers. Our insurance subsidiaries provide retirement, life, and reinsurance solutions managed by Global Atlantic Financial Group. Please note that references to KKR’s investments may encompass activities of our sponsored funds and insurance subsidiaries.TEAM OVERVIEWWithin KKR, the Leveraged Credit platform employs a fundamental, bottom-up research methodology to manage and invest over $45 billion across diverse asset classes and return profiles. Our team is involved in all facets of the investment process, including idea generation, thorough research and due diligence, financial modeling, and delivering presentations to the Investment Committee. Additionally, we actively collaborate with KKR’s Private Credit platform, KKR Capital Markets, and KKR Private Equity to exchange insights and industry diligence.POSITION SUMMARYWe are seeking enthusiastic and motivated candidates for our Leveraged Credit team in San Francisco. Ideal candidates will possess 0-4 years of experience in asset management, investment banking, equity/credit research, or a related field, along with a genuine passion for investing and a solid comprehension of fundamental business analysis.Successful individuals will engage in a variety of responsibilities, including:• Analyzing industry trends and pinpointing investment themes• Contributing to essential diligence workstreams• Conducting business analysis across a wide range of companies and industries• Developing financial models• Identifying relative value and analyzing securities throughout the capital structure• Evaluating deal terms and covenant structuresCRITICAL COMPETENCIES FOR SUCCESS• Strong technical skills with proven investment instincts, analytical capabilities, and proficiency in finance, accounting, and modeling• Demonstrated experience in financial reporting, creation of investor materials, and analysis of performance trends and KPIs• Motivation and a proactive approach to learning and development.