Investment Banking Senior Analyst - Technology
About The Position
The Investment Banking Senior Analyst is an intermediate-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 position works with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals on client transactions, projects, or assignments as a junior member of the Investment Banking team. It organizes and analyzes sophisticated financial data for client proposals and strategic plans, prepares recommendations and valuation materials, conducts economic and financial research, evaluates company performance against industry and market trends, and builds financial models for valuation purposes. This description provides a high-level review of the work performed; other job-related duties may be assigned as required. The role is based in San Francisco, California, and is full time. The stated salary range is $110,000 to $135,000. Citi may also offer eligible employees discretionary and formulaic incentive and retention awards, along with benefits and paid time off. Available offerings may vary by jurisdiction, job level, and date of hire.
Requirements
- At least 2 years of relevant experience.
- FINRA Series 79, Series 63, and SIE licenses current or ability to obtain them.
- Consistently demonstrate clear and concise written and verbal communication skills.
- Ability to work under pressure in a rapidly changing environment to meet deadlines.
- Bachelor's degree, university degree, or equivalent experience.
Responsibilities
- Work with senior Banking, Capital Markets and Advisory officers and professionals on client transactions, projects, or assignments as the junior member of the Investment Banking team.
- Organize and analyze sophisticated financial data for client proposals and strategic plans.
- Prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
- Conduct economic and financial research.
- Evaluate a company's financial performance compared with overall industry and market trends.
- Build complex financial models for valuation purposes.
- Assist clients in raising funds in capital markets and provide strategic advisory services for mergers, acquisitions, and other financial transactions.
- Serve as an intermediary in trading for clients.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including planned vacation and unplanned sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
