Investment Banking Director - Technology

Citi • San Francisco, CA

22h • $200,000 - $300,000

About The Position

The Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The role also serves as an intermediary in trading for clients. Its overall objective is to act as a strategic advisor by formulating investment strategies and raising capital for clients.

The Director leverages investment banking experience to support M&A execution and capital raising, build Citi’s franchise, meet revenue goals, and develop client relationships through tailored financial solutions and market insights. The role serves as an expert on regulatory, financial, and complex strategic issues relating to corporate finance transactions, while managing risk and compliance. It also mentors junior Bankers and supports staffing models aligned with business needs and career trajectories.

Requirements

• 15+ years of relevant experience.
• Experience in people management.
• Experience working in investment banking institution(s).
• Consistently demonstrate clear and concise written and verbal communication.
• Demonstrated ability to remain unbiased in a diverse working environment.
• Series 79 and 63 licenses.
• Bachelor’s degree, university degree, or equivalent experience.

Nice To Haves

• Bachelor’s degree in Finance or a closely related area of Business Administration preferred.
• Master’s degree in Business Administration preferred.
• Master’s degree preferred.

Responsibilities

• Enhance M&A execution and capital-raising capabilities using investment banking or related experience, and contribute to building Citi's franchise.
• Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals.
• Ensure proposed client solutions meet or exceed internal risk and return standards, including ethical standards.
• Anticipate future changes in the marketplace.
• Identify and anticipate industry, portfolio, diversification, sovereign, commercial, currency, and other risks.
• Mentor junior Bankers and execute staffing models that support business needs and junior staff career trajectories.
• Build client relationships by providing sophisticated financial solutions tailored to clients’ needs and sharing market-trend insights.
• Serve as the expert on regulatory, financial, and complex strategic issues relating to corporate finance transactions.
• Assess risk in business decisions, protect the firm's reputation and assets, drive compliance with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior