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
- 5-8 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
- Mergers and Acquisitions
- Capital Markets
- Financial Analysis
- Problem Solving
- Organizational Skills
- Written Communication
- Verbal Communication
- Client Development
- Teamwork
- Business Development
- Research
- Industry Trend Analysis
Location
- San Francisco, California, United States
Work Type
- Full time
Experience Level
- Intermediate level
- 5-8 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
- 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.
