Investment Banking Senior Associate - Technology M&A

Citi • San Francisco, CA

2d • $175,000 - $225,000

About The Position

The Investment Banking Senior Associate is an intermediate-level position supporting clients in raising capital 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 advise clients strategically by formulating investment strategies and raising capital. The Senior Associate assists in executing Citi’s Investment Banking activities, uses relevant experience to enhance M&A execution and capital raising, contributes to building Citi’s franchise, and manages and mentors analysts. Other job-related duties may be assigned as required.

Requirements

• 3–8 years of relevant experience.
• Bachelor’s degree in Finance or a closely related area of Business Administration; the posting also lists a Master’s degree in Business Administration among the recommended qualifications.
• Experience evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Demonstrated problem-solving and organizational skills.
• Clear and concise written and verbal communication skills.
• Experience assisting with client development.
• Ability to work with teams and track business development, including collecting research and analyzing industry trends.
• Series 79 and 63 licenses.
• Bachelor’s degree, university degree, or equivalent experience.

Responsibilities

• Assist in the execution of Citi’s Investment Banking business activities.
• Use past investment banking or related experience to enhance M&A execution and capital raising capabilities.
• Contribute to building Citi’s franchise.
• Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analysts as appropriate.
• 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.
• Formulate investment strategies and raise capital for clients.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including planned vacation, unplanned 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