Investment Banking Associate - Equity Capital Markets

Citi; San Francisco (CA); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi in San Francisco, CA is seeking an Investment Banking Associate to support the execution of banking activities and to help drive M&A and capital-raising efforts. You will mentor analysts and contribute to Citi’s franchise while upholding rigorous risk and compliance standards.

The role requires 5–8 years of relevant experience, a finance-focused degree (MBA preferred), and licenses (Series 7/79/63). It is a full-time on-site position in San Francisco with a strong compensation package.

Qualifications

• 5-8 years of relevant experience in investment banking or related fields.
• Experience evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Strong problem solving and organizational skills.
• Clear and concise written and verbal communication skills.
• Experience assisting with client development and business origination.
• Ability to work with teams and track business development, including researching industry trends.

Responsibilities

• Assist in the execution of Citi’s Investment Banking activities.
• Leverage prior investment banking experience to enhance M&A execution and capital raising.
• Contribute to building Citi’s franchise.
• Mentor analysts with guidance, feedback, and information flow.
• Assess risk, uphold compliance, and protect Citi’s reputation and assets.

Skills

Financial analysis

M&A experience

Client development

Written and verbal communication

Team collaboration

Education

Bachelor’s degree in Finance or related field; MBA preferred

Tools

Series 7

Series 79

Series 63

Job description

The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities

• Assist in the execution of Citi’s Investment Banking business activities
• Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
• Contribute to building Citi’s franchise
• Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Recommended Qualifications

• 5-8 years of relevant experience
• Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
• Experience in evaluating corporate transactions and structures
• Experience creating financial analyses
• Demonstrated problem solving and organizational skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience assisting with client development
• Ability to work with teams and track business development (collect research, analyze industry trends)
• Series 7, 79 and 63 licenses within 150 days

Education

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:

Institutional Banking

Job Family:

Investment Banking

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$175,000.00 - $225,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Sep 22, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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