Strategic M&A & Capital Markets Senior Associate

Citi

San Francisco (CA)

On-site

USD 175,000 - 225,000

Full time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Job summary

Citi is seeking an Investment Banking Senior Associate in the San Francisco area. The role supports clients with capital markets funding and strategic advisory services for mergers and other transactions, coordinating with Institutional Banking.

It also acts as an intermediary in trading for clients and aims to help formulate investment strategies and capital raises. The successful candidate will help execute Citi’s IB activities, leverage prior experience to enhance M&A execution, and

Qualifications

5-8 years of relevant experience.
Bachelor’s degree in Finance or related field; MBA preferred.
Experience evaluating corporate transactions and structures.
Experience creating financial analyses.
Strong problem solving and organizational skills.
Excellent written and verbal communication; client development experience.
Series 79 and 63 licenses within 150 days of joining.

Responsibilities

Assist in the execution of Citi’s Investment Banking 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.