Investment Banking Associate I Corporate Finance - Technology (San Francisco)

Citizens BankSan Francisco, CA
$130,000 - $175,000Onsite

About The Position

Citizens is seeking an ambitious Investment Banking Associate I to join our Investment Banking team in San Francisco. The Associate I will be involved in all facets of Citizens’ investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on technology.

Requirements

  • Minimum of 3 years of direct investment banking or transaction-related financial experience
  • 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.

Nice To Haves

  • Industry knowledge and transaction experience within technology is strongly preferred.

Responsibilities

  • Financial analysis and modeling
  • Conducting industry and company-specific research
  • Coordinating the various processes involved in a financing or sale
  • Preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele.

Benefits

  • Comprehensive medical, dental and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
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