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About the Role

This senior-level position involves assisting clients in raising capital through capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions. The role also includes acting as an intermediary in trading for clients, with the overall objective of formulating investment strategies and raising capital.

Responsibilities

• Assume significant responsibility for project and transaction execution, new business development, and firm growth.
• Collaborate with clients on financing transactions, guiding them through the capital raising process.
• Lead due diligence and drafting sessions, preparing clients for equity or debt offerings.
• Work with clients, senior team members, and external advisors on M&A and special situation transactions.
• Draft situation analyses, pitch materials, information memoranda, and investor/management presentations.
• Oversee work performed by analysts and associates on projects.

Requirements

• 6-10 years of experience.
• Experience in the Financial Services industry, specifically within Banking.
• Comprehensive knowledge of the corporate banking business, its products, regulations, and lending/credit approval processes.
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance, and securities products.
• Series 7 and 63 preferred.

Skills

• Clear and concise written and verbal communication skills.

Location

• San Francisco, California, United States

Work Type

• Full Time

Experience Level

• Senior Level
• 6-10 years

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.