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About the Role

Serve as a strategic advisor to Technology sector clients across capital raising, mergers and acquisitions, and other high-impact financial transactions. Work directly alongside senior banking professionals, contributing analytical expertise and financial insight to live deals and client pitches. Build deep transaction experience at a global financial institution where your work directly shapes client outcomes.

Responsibilities

Advise on and support capital markets transactions, mergers, acquisitions, and strategic financial engagements for technology sector clients as a core member of the investment banking team.
Analyze complex financial data to develop client proposals and inform strategic recommendations across live deals and pitches.
Build and maintain sophisticated financial models to support company valuations, transaction structuring, and scenario analysis.
Prepare high-quality written materials including valuation analyses, pitch books, and statistical exhibits for client-facing presentations.
Conduct in-depth economic and financial research to assess company performance against industry benchmarks and market trends.
Evaluate sector-wide and company-specific financial performance to surface insights that support client advisory strategies.
Collaborate with senior Banking, Capital Markets and Advisory professionals to execute client transaction projects from initiation through completion.

Requirements

2 to 5 years of experience in investment banking, capital markets, financial advisory, or a closely related field.
FINRA Series 79 and Series 63 licenses, current or ability to obtain.
Demonstrated ability to build complex financial models and conduct rigorous quantitative analysis for valuation and transaction purposes.
Clear and concise written and verbal communication skills, with the ability to present financial findings to clients and senior stakeholders.
Ability to manage multiple workstreams simultaneously and deliver high-quality outputs under deadline pressure in a fast-paced environment.
Bachelor's degree or equivalent professional experience.

Skills

Investment banking
Capital markets
Financial advisory
Financial modeling
Quantitative analysis
Valuation
Transaction structuring
Scenario analysis
Written communication
Verbal communication
Client presentations
Financial research
Economic research
Project management

Location

San Francisco, California, United States

Work Type

Hybrid
Full-time

Experience Level

Senior Analyst
2-5 years

Education Level

Bachelor's degree or equivalent professional 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 a global financial institution.
Offers a performance-driven environment that supports professional growth and rewards contributions.
Provides tools to build a meaningful long-term career in investment banking.
Focuses on shared performance, client impact, and collective delivery.
Offers wellbeing support and work-life balance initiatives.
Provides global connectivity across Citi's international banking network.

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.
Provides reasonable accommodation for persons with disabilities.
Refer to Citi’s EEO Policy Statement and the Know Your Rights poster.