Investment Banking Senior Associate - Technology

Citi • San Francisco, CA

1d • $175,000 - $225,000 • Hybrid

About The Position

Citi is looking for an Investment Banking Senior Associate to join its Technology coverage team, playing a key role in advising clients on mergers, acquisitions, and capital markets transactions. In this position, you will act as a strategic advisor to technology sector clients, formulating investment strategies and driving capital raising activity that directly shapes outcomes for some of the world's most significant companies. Working in close coordination with the Institutional Banking team, you will bring meaningful deal experience to a high-performing group with global reach and real client impact.

Requirements

• 5 to 8 years of experience in investment banking or a closely related financial services role, with direct exposure to M&A and capital markets transactions.
• Demonstrated ability to build and interpret complex financial models and analyses to support transaction evaluation and client advisory work.
• Series 79 and Series 63 licenses, current or ability to obtain upon hire.
• Clear and precise written and verbal communication skills, with the ability to present complex financial information to clients and internal stakeholders.
• Proven ability to evaluate corporate transactions and structures, applying analytical judgment to assess strategic and financial fit.
• Ability to manage multiple workstreams simultaneously while maintaining quality and meeting deal deadlines in a fast-paced environment.
• Bachelor's degree in Finance, Business Administration, or an equivalent field.

Nice To Haves

• Master's degree in Business Administration (MBA), providing additional depth in financial strategy and leadership.
• Prior experience covering the Technology sector within an investment banking or corporate finance context.
• Experience supporting client development activities, including research, pitch preparation, and relationship tracking across deal cycles.

Responsibilities

• Advise clients on mergers, acquisitions, and capital markets transactions as a core member of Citi's Investment Banking team, supporting end-to-end deal execution.
• Lead and execute financial analyses to evaluate corporate transactions and structures, delivering insights that inform client strategy and investment decisions.
• Drive capital raising activities and M&A execution by applying sector knowledge and prior investment banking experience to strengthen client outcomes.
• Develop client relationships and support business development efforts, including industry research, trend analysis, and opportunity identification within the technology sector.
• Mentor and guide analysts through day-to-day deal work, providing structured feedback, managing information flow, and ensuring strong analytical output.
• Contribute to building Citi's franchise within the Technology sector by supporting origination efforts and participating in client-facing interactions.
• Serve as an intermediary in client trading activities, coordinating effectively across internal teams to deliver seamless execution.

Benefits

• 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

What This Job Offers

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