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About the Role
The Banker is a senior-level position responsible for assisting clients in raising funds in capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions. The role also involves acting as an intermediary in trading for clients and formulating investment strategies to raise capital.
Responsibilities
- Assume significant responsibility for project and transaction execution, new business development, and firm growth.
- Work closely with clients on financing transactions, guiding them through the capital raising process.
- Lead due diligence and drafting sessions for equity or debt offerings.
- Prepare clients for equity or debt offerings.
- Collaborate with clients, senior team members, and external advisors on M&A and special situation transactions.
- Draft situation analyses, pitch materials, and information memoranda.
- Prepare investor and management presentations.
- Oversee the work of analysts and associates assigned to projects.
Requirements
- 6-10 years of experience.
- Experience in the Financial Services industry, specifically within Banking.
- Comprehensive knowledge of the corporate banking business, related products, pertinent regulations, and lending/credit approval processes.
- Demonstrates clear and concise written and verbal communication skills.
- Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade finance, and securities products.
- Series 7 and 63 preferred.
Skills
- Financial Services industry experience
- Banking experience
- Corporate banking business knowledge
- Capital markets products
- Derivatives
- Credit
- Cash management
- Trade finance
- Securities products
- Written communication
- Verbal communication
Location
- San Francisco, California, United States
Work Type
- Full-time
Experience Level
- Senior level
- 6-10 years of experience
Education Level
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
- Degree in Finance or closely related areas of Business Administration
- MBA or Master's Degree in Business preferred
Salary/Compensations
- $250,000.00 - $275,000.00
Benefits
- Discretionary and formulaic incentive and retention awards.
- 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.
About the Company
- Citi is an equal opportunity employer.
Equal Opportunity
- Qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
- Accessibility at Citi.
- Citi’s EEO Policy Statement.
- Know Your Rights poster.