Investment Banking Senior Analyst - Technology

CitiSan Francisco, CA
$110,000 - $135,000Hybrid

About The Position

Citi is looking for an Investment Banking Senior Analyst to join its Banking, Capital Markets and Advisory team, where you will serve as a strategic advisor to Technology sector clients across capital raising, mergers and acquisitions, and other high-impact financial transactions. In this role, you will work directly alongside senior banking professionals, contributing analytical expertise and financial insight to live deals and client pitches. This is an opportunity to build deep transaction experience at a global financial institution where your work directly shapes client outcomes.

Requirements

  • 2 to 5 years of experience in investment banking, capital markets, financial advisory, or a closely related field.
  • FINRA Series 79 and Series 63 licenses, current or ability to obtain.
  • Demonstrated ability to build complex financial models and conduct rigorous quantitative analysis for valuation and transaction purposes.
  • Clear and concise written and verbal communication skills, with the ability to present financial findings to clients and senior stakeholders.
  • Ability to manage multiple workstreams simultaneously and deliver high-quality outputs under deadline pressure in a fast-paced environment.
  • Bachelor's degree or equivalent professional experience.

Responsibilities

  • Advise on and support capital markets transactions, mergers, acquisitions, and strategic financial engagements for technology sector clients as a core member of the investment banking team.
  • Analyze complex financial data to develop client proposals and inform strategic recommendations across live deals and pitches.
  • Build and maintain sophisticated financial models to support company valuations, transaction structuring, and scenario analysis.
  • Prepare high-quality written materials including valuation analyses, pitch books, and statistical exhibits for client-facing presentations.
  • Conduct in-depth economic and financial research to assess company performance against industry benchmarks and market trends.
  • Evaluate sector-wide and company-specific financial performance to surface insights that support client advisory strategies.
  • Collaborate with senior Banking, Capital Markets and Advisory professionals to execute client transaction projects from initiation through completion.

Benefits

  • medical coverage
  • dental coverage
  • vision coverage
  • 401(k)
  • life insurance
  • accident insurance
  • disability insurance
  • wellness programs
  • planned time off (vacation)
  • unplanned time off (sick leave)
  • paid holidays
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