Investment Banking Senior Associate - Technology M&A

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Paid holidays

Wellness programs

Job summary

Citigroup Inc. in San Francisco is seeking an Investment Banking Senior Associate to assist in raising funds and providing strategic advisory services for mergers and acquisitions in coordination with the Institutional Banking team.

The role involves executing investment banking activities, leveraging past experience to enhance M&A execution and capital raising capabilities, and mentoring analysts while contributing to business development and the franchise growth.

Qualifications

• 3-8 years of relevant experience.
• Bachelor’s degree in Finance or related field (Bachelor or Master’s in Business Administration).
• Experience evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Strong problem solving and organizational skills.
• Clear and concise written and verbal communication.
• Experience assisting with client development.
• Ability to work with teams and track business development.
• Series 79 and 63 licenses.

Responsibilities

• Assist in the execution of investment banking business activities.
• Leverage past experience to enhance M&A execution and capital raising capabilities.
• Contribute to building the franchise.
• Manage and mentor analysts by providing guidance, feedback, and credit exposure information.

Skills

Financial analysis

M&A execution

Client development

Communication

Team collaboration

Problem solving

Organizational skills

Education

Bachelor’s degree in Finance or related field

Bachelor’s degree or equivalent experience

Tools

Series 79

Series 63

Job description

The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The Associate also serves as an intermediary in trading for clients.

Responsibilities

• Assist in the execution of investment banking business activities.
• Leverage past experience to enhance M&A execution and capital raising capabilities.
• Contribute to building the franchise.
• Manage and mentor analysts by providing guidance, feedback, and credit exposure information.

Recommended Qualifications

• 3-8 years of relevant experience.
• Bachelor’s degree in Finance or related field (Bachelor or Master’s in Business Administration).
• Experience evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Strong problem solving and organizational skills.
• Clear and concise written and verbal communication.
• Experience assisting with client development.
• Ability to work with teams and track business development.
• Series 79 and 63 licenses.

Education

• Bachelor’s degree or equivalent experience.

Compensation & Benefits

Salary range: $175,000 - $225,000. In addition to salary, benefits include medical, dental & vision coverage, 401(k), life, accident, disability insurance, wellness programs, paid time off, and paid holidays. Incentive and retention awards may also be offered.

Equal Opportunity Employer

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

For individuals with a disability who require reasonable accommodations, please review the Accessibility at Citi and the EEO Policy Statement.