Investment Banking Director - Technology

About the role

The Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to clients by formulating investment strategies and raising capital.

Responsibilities

• Leverage past investment banking or related experience to enhance Mergers and Acquisitions (M&A) execution and capital-raising capabilities and contribute to building Citi's franchise
• Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
• Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards
• Anticipate future changes in the marketplace
• Identify and anticipate all types of risks (e.g., industry, portfolio, diversification, sovereign, commercial, currency, etc.)
• Serve as a mentor to junior Bankers, execute staffing models that support business needs and career trajectories for junior staff
• Build client relationships by providing sophisticated financial solutions tailored to clients’ needs and acting as a content provider on market trends
• Serve as the expert on regulatory, financial, and complex strategic issues relating to corporate finance transactions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency

Requirements

• 15+ years of relevant experience
• Experience in people management
• Bachelor’s degree in Finance or closely related areas of Business Administration preferred
• Master's degree in Business Administration preferred
• Experience working in an investment banking institution(s)
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated ability to remain unbiased in a diverse working environment
• Series 79 and 63 licenses

Benefits

• Medical, dental, and vision coverage
• 401(k) plan
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
• Discretionary and formulaic incentive and retention awards for eligible employees

Pay

Full-time salary range: $200,000.00 - $300,000.00

Schedule

Full time

Primary location: San Francisco, California, United States