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About the Role
The Investment Banking Analyst assists clients in raising capital markets funds and provides strategic advisory services for financial transactions, acting as a junior member of the Investment Banking team and an intermediary in trading for clients.
Responsibilities
- Assist clients in raising funds in the capital markets.
- 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.
- Work with senior Corporate & Investment Bank (CIB) officers and professionals on client transactions, projects, or assignments.
- 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 company's financial performance against industry and market trends.
- Build complex financial models for valuation purposes.
- Assess risk, ensuring compliance with laws, rules, and regulations, adhering to policy, and applying ethical judgment.
Requirements
- 1-5 years of relevant experience.
- Bachelor's degree in Finance or closely related areas of Business Administration.
- Series 79 and 63 licenses.
- Consistently demonstrates clear and concise written and verbal communication skills.
- Ability to work under pressure in a rapidly changing environment to meet deadlines.
Skills
- Financial modeling
- Valuation
- Economic research
- Financial analysis
- Client advisory
- Capital markets
- Mergers and acquisitions
- Strategic planning
- Risk assessment
- Compliance
- Written communication
- Verbal communication
Location
- San Francisco, California, United States
Work Type
- Full time
Experience Level
- Intermediate level
- 1-5 years
Education Level
- Bachelor's degree/University degree or equivalent experience
Salary/Compensations
- $110,000.00 - $135,000.00
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 (vacation, sick leave)
- 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.