Job Categories

Associate, Software & Services

San Francisco

An exceptional opportunity has opened at the Associate level to join a highly successful and growing team who values collegial teamwork and dedication to excellence.

By leveraging Macquarie's global capabilities, you will apply your knowledge to assist our clients in meeting their financial and strategic needs. You will also be expected to participate in the full execution of advisory, capital raising and principal transactions; in the pursuit of new business opportunities; and in the servicing of existing portfolio investments including debt and equity positions.

To be successful in this role, you will have the ability to thrive in a fast paced and challenging work environment, demonstrate a genuine desire to join a collegial, growing and entrepreneurial team and have the ability to work well under pressure. Additionally, you will have strong attention to detail, exceptional work ethic as well as time and process management skills and be extremely proficient in conversational and written English.

To be considered for this role you will have:

  • 2 - 5 years of experience in the investment banking industry or corporate development, or 3-5 years of transaction advisory experience (i.e. transaction services, M&A consulting)
  • Experience with financial modeling and analysis
  • Familiarity with Microsoft Office applications, including Excel and PowerPoint
  • Deep and thorough understanding of corporate finance, financial statements and accounting

If you are looking for a new and exciting challenge, apply today! You can find out more about Macquarie at

The U.S. Software & Services (S&S) team provides full-service investment banking and principal investment solutions to clients on a global basis, with offices in New York, Chicago, and San Francisco. Clients include prominent corporate, start-up, venture capital and private equity participants. Since 2018, the S&S team has executed over 190 transactions with a combined transaction value exceeding $50 billion across M&A, debt, equity, and principal products. 

Examples of notable S&S deals include:

  • Financial Advisor to Cambium Learning on take-private by Veritas Capital
  • Financial Advisor and Joint Lead Arranger to Weld North Education on its sale to Silver Lake Partners
  • Financial Advisor to LightHouse on its sale to Lightyear Capital
  • Financial Advisor to Wendel on its acquisition of Crisis Prevention Institute
  • Financial Advisor to Conversica on its Series D capital raise
  • Equity Investor into Trilogy Education Services
  • Equity Investor into Spot Hero
  • Equity Investor into Credit Karma
  • Joint Bookrunner on Initial Public Offering of Dropbox
  • Joint Bookrunner on Initial Public Offering of CrowdStrike

About Macquarie Capital

Macquarie Capital offers global capability in M&A Advisory, Debt and Equity Capital Markets, Principal Finance, and Equity Trading and Research underpinned by deep specialist expertise across a range of sectors. Our people are empowered to think innovatively to address client challenges and originate opportunities, thinking beyond individual transactions to become a trusted adviser and partner over the long haul. From origination to execution, our unique combination of ideas, capital and expertise is transforming opportunity into reality for our clients and partners around the world.

With staff in 35 offices transacting across 31 countries, Macquarie Capital is a truly global business. A role in the team will expose you to a dynamic working environment and the opportunity to contribute to high-profile transactions whilst working in a business with the best people in the industry.

Our COVID-19 policy

The health and wellbeing of our employees is a priority. We continue to focus on providing a safe workplace for our people, our stakeholders and those who visit us, and are committed to contributing to the safety of the communities where we live and work.

In line with evolving health regulations and many of our industry peers, we require all Macquarie employees in the United States to be fully vaccinated against COVID-19 and provide proof of full vaccination in order to attend the office and to participate in external meetings and business travel, unless a reasonable accommodation is approved or as otherwise required by law.

Our commitment to Diversity and Inclusion

The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of ‘empowering people to innovate and invest for a better future’, we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.


About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 16,000+ employees and offices in 32 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Find out more at

Job no: MacCap-957748
Work type: Permanent - Full time
Location: San Francisco
Category: Mid-senior, Mid-level, Junior, Corporate Finance / M&A
Group: Macquarie Capital
Division: Advisory & Capital Solutions
Recruiter: Maria Norris
Opening Date: