Tech Investment Banking Senior Associate

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

Job summary

Citi in San Francisco is seeking an Investment Banking Senior Associate to support capital markets and advisory work in coordination with the Institutional Banking team.

The role focuses on raising capital, providing strategic guidance on mergers and acquisitions, and serving as an intermediary in trading for clients. You will mentor analysts and collaborate with cross-functional teams to deliver client-focused solutions.

Qualifications

• 5-8 years of relevant investment banking experience.
• Bachelor's degree in Finance or related business; MBA preferred.
• Experience evaluating corporate transactions and creating financial analyses.
• Series 79 and 63 licenses required within 150 days of joining.
• Strong problem-solving and clear written and verbal communication skills.
• Experience assisting with client development and working in team environments.

Responsibilities

• Assist in the execution of Citi's Investment Banking activities.
• Leverage experience to enhance M&A execution and capital raising capabilities.
• Contribute to building Citi's franchise.
• Mentor analysts and manage information flow, credit and exposure information as appropriate.

Skills

Investment banking experience

Financial analysis

M&A knowledge

Client development

Team leadership

Communication skills

Problem solving

Licensing (Series 79/63)

Education

Bachelor's degree in Finance

MBA (optional)

Job description

Citi in San Francisco is seeking an Investment Banking Senior Associate to support capital markets and advisory work in coordination with the Institutional Banking team.

The role focuses on raising capital, providing strategic guidance on mergers and acquisitions, and serving as an intermediary in trading for clients. You will mentor analysts and collaborate with cross-functional teams to deliver client-focused solutions.