Investment Banking Analyst III Corporate Finance - Technology (San Francisco)

About the role

Citizens is seeking an ambitious Investment Banking Analyst III to join our Investment Banking team in San Francisco. The Analyst III will be involved in all facets of Citizens’ investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions, and other advisory services with a specific focus on technology.

Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens’ coverage universe, such as healthcare, technology, and real estate/gaming & lodging.

Responsibilities

• Financial analysis and modeling
• Conducting industry and company-specific research
• Coordinating the various processes involved in a financing or sale
• Preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele

Requirements

• Minimum of 3 years of direct investment banking or transaction-related financial experience
• Industry knowledge and transaction experience within healthcare/technology is strongly preferred
• Ability to express ideas in a persuasive, organized, and articulate manner
• Ability to function as part of a flat organization, manage several projects at once, and work effectively as an individual and as part of multiple teams
• Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling, and company or industry analysis
• Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment
• High degree of maturity and integrity with a positive and hardworking attitude
• Excellent attention to detail

Skills

• Full command of Microsoft Excel, PowerPoint, and Word
• Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.

Schedule

Hours per Week: 40+

Work Schedule: Monday to Friday

Pay

The salary range for this position is $120,000 to $130,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

Benefits

• Comprehensive medical, dental, and vision coverage
• Retirement benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy that exceeds mandatory local and state jurisdiction requirements in the United States