Tech Investment Banking Associate I — Growth & M&A

Citizens Bank; San Francisco (CA); On-site; USD 130,000 - 175,000; Full time

Job summary

Citizens Bank in San Francisco seeks an ambitious Investment Banking Associate I to join our team. You will participate in origination and execution of financings, M&A, and advisory services across technology, with close collaboration with senior bankers.

The role emphasizes financial modeling, research, and preparation of client materials, offering memoranda, and pitches for meetings with clientele. A dynamic, fast-paced environment awaits in our technology coverage universe.

Qualifications

• Minimum of 3 years of direct investment banking or transaction-related financial experience
• Industry knowledge and transaction experience within technology is strongly preferred
• Skills with the ability to express ideas in a persuasive, organized, and articulate manner
• Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams
• Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis
• Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment
• High degree of maturity and integrity with a positive and hardworking attitude
• Excellent attention to detail
• Full command of Microsoft Excel, PowerPoint, and Word
• Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.

Responsibilities

• Financial analysis and modeling for a broad range of transactions
• Conduct industry and company-specific research to support financings, mergers and acquisitions
• Coordinate processes in financing or sale and prepare pitch materials and proposals
• Create client presentations, offering memoranda and other written materials for meetings
• Interact with current and prospective clients within Citizens’ Technology coverage universe.

Skills

Investment banking

Financial modeling

Industry research

Pitch materials

Client presentations

Excel

PowerPoint

Word

CapitalIQ

Bloomberg

FactSet

Team collaboration

Tools

CapitalIQ

S&P Leveraged Commentary

Advantage Data

Bloomberg

Thomson One

Thomson Loan Pricing Connector

FactSet

Job description

Citizens Bank in San Francisco seeks an ambitious Investment Banking Associate I to join our team. You will participate in origination and execution of financings, M&A, and advisory services across technology, with close collaboration with senior bankers.

The role emphasizes financial modeling, research, and preparation of client materials, offering memoranda, and pitches for meetings with clientele. A dynamic, fast-paced environment awaits in our technology coverage universe.