Investment Banking Senior Analyst - Technology
Citi · San Francisco, CA · Yesterday
On-siteFinance$110k–$135k/yrFull-time
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.
- Create 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.
- 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.
Required Qualifications & Skills
- 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.
What We Offer
- Hybrid working model offering 3 days in the office and 2 days working remotely, providing flexibility while maintaining strong team collaboration.
- Exposure to high-profile, complex transactions across the technology sector, accelerating your development as a banking professional.
- Structured learning and development programs to deepen your technical and advisory capabilities over time.
- A collaborative team culture focused on shared performance, client impact, and collective delivery.
- Wellbeing support and work-life balance initiatives designed to sustain your performance and energy over the long term.
- Competitive financial benefits and compensation structures that reflect your contribution and experience.
- Global connectivity across Citi's international banking network, giving you access to cross-border deal experience and career mobility.