About the Role
The Investment Banking Senior Associate assists clients in raising capital markets funds and provides strategic advisory for financial transactions, including mergers and acquisitions, in coordination with the Institutional Banking team. This role also acts as an intermediary in trading for clients, formulating investment strategies and raising capital.
Responsibilities
- Assist in the execution of Citi’s Investment Banking business activities
- Leverage 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
Requirements
- 3-8 years of relevant experience
- Experience in evaluating corporate transactions and structures
- Experience creating financial analyses
- Demonstrated problem solving and organizational skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Experience assisting with client development
- Ability to work with teams and track business development (collect research, analyze industry trends)
- Series 79 and 63 licenses
Skills
- Investment banking
- Capital markets
- Mergers and acquisitions
- Financial transactions
- Strategic advisory
- Trading
- Investment strategies
- Financial analyses
- Problem solving
- Organizational skills
- Written communication
- Verbal communication
- Client development
- Teamwork
- Research
- Industry trend analysis
Location
- San Francisco, California, United States
Work Type
- Full time
Experience Level
- Intermediate level
- 3-8 years
Education Level
- Bachelor’s degree in Finance or closely related areas of Business Administration
- Master’s degree in Business Administration
- Bachelor’s degree/University degree or equivalent experience
Salary/Compensations
- $175,000.00 - $225,000.00
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
- Job Family Group: Institutional Banking
- Job Family: Investment Banking
Equal Opportunity
- Citi is an equal opportunity employer, and 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.
- If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.
