Investment Banking Senior Analyst - Technology

Citi; San Francisco (CA); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Vacation time

Job summary

Citi is seeking an Investment Banking Senior Analyst in San Francisco to support clients in capital markets and strategic advisory services within Institutional Banking. You will assist on client transactions, prepare valuation materials, and analyze financial data to enable informed pitches and live deals.

The role demands strong communication, the ability to work under pressure, and a Bachelor's degree with 2+ years of relevant experience. Time Type: Full time.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong written and verbal communication skills.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Assist senior officers on client transactions and assignments.
• Organize and analyze sophisticated financial data for proposals.
• Prepare recommendations, valuation materials, and exhibits for pitches.
• Conduct economic/financial research.
• Build complex financial models for valuation purposes.

Skills

Financial analysis

Valuation

Financial modeling

Economic research

Communication skills

Education

Bachelor's degree

Tools

FINRA Series 79

FINRA Series 63

SIE

Job description

The Investment Banking Senior Analyst 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 Senior Analyst 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

• Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
• Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
• Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
• Conduct economic/financial research
• Evaluate company’s financial performance compared to overall industry and market trends
• Build complex financial models for valuation purposes

Recommended Qualifications

• 2+ years of relevant experience
• FINRA Series 79, 63, SIE - current or ability to obtain
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work under pressure in a rapidly changing environment in order to meet deadlines

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

$110,000.00 - $135,000.00

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.

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

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

Nov 09, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.