Jobs · Finance · California

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.

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