Vice President Investment Banking - Technology

Citi; San Francisco (CA); On-site; USD 250,000 - 275,000; Full time

Job summary

The Citi Investment Banking team in San Francisco is seeking a senior VP Banker to help clients raise capital in the equity and debt markets and to provide strategic advisory services for mergers and other transactions.

You will lead deal execution, work with large corporate clients, coordinate with the Institutional Banking group, and mentor analysts and associates while crafting investor presentations and due diligence materials.

Qualifications

• 6–10 years of experience in investment banking or a related field.
• Experience in the Financial Services industry, banking sector.
• Finance degree or closely related areas of Business Administration.
• MBA or Master's degree preferred.
• Comprehensive knowledge of corporate banking products, pertinent regulations and lending/credit approval processes.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products.
• Series 7 and 63 preferred.

Responsibilities

• Lead significant responsibility for project and transaction execution, new business development and growth of the firm.
• Work with clients on financing transactions and guide them through the capital raising process, including due diligence and preparing for equity or debt offerings.
• Collaborate on M&A and special situation transactions with senior team members and outside advisors.
• Draft analyses, pitch materials, information memoranda, investor and management presentations and oversee work by analysts & associates.

Skills

6-10 years experience

Financial services experience

Corporate banking knowledge

Strong communication skills

Capital markets products

Series 7 and 63 preferred

M&A and advisory exposure

Education

Bachelor's degree

MBA or Master's degree preferred

Job description

The Banker is a senior 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 VP Banker 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

• Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
• Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
• Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
• Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

Recommended Qualifications

• 6-10 years of experience
• Experience in the Financial Services industry, specifically within Banking
• Degree in Finance or closely related areas of Business Administration
• MBA or Master's Degree in Business preferred
• Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
• Series 7 and 63 preferred

Education

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above.

Anticipated Posting Close Date

Job Family Group

Institutional Banking

Job Family

Investment Banking

Time Type

Full time

Primary Location

CA-ONE MARKET PLAZA

Primary Location Full Time Salary Range

$250,000.00 - $275,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees,

• discretionary and formulaic incentive and retention awards
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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.

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