The Investment Banking Senior Analyst is an intermediate level position primarily responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
路聽聽聽聽聽聽聽 Work directly with the Heads of ECM TMT and along side the Growth Equity banking teams in our New York or San Francisco office.
路聽聽聽聽聽聽聽 Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
路聽聽聽聽聽聽聽 Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
路聽聽聽聽聽聽聽 Conduct economic/financial research
路聽聽聽聽聽聽聽 Evaluate company鈥檚 financial performance compared to overall industry and market trends
路聽聽聽聽聽聽聽 Build complex financial models for valuation purposes
Qualifications:
路聽聽聽聽聽聽聽 2-5 years of relevant experience
路聽聽聽聽聽聽聽 Series 7, 79 and 63 licenses
路聽聽聽聽聽聽聽 Consistently demonstrates clear and concise written and verbal communication skills
路聽聽聽聽聽聽聽 Ability to work under pressure in a rapidly changing environment in order to meet deadlines
路聽聽聽聽聽聽聽 Ability to coordinate closely with team members on our New York ECM desk
Education:
路聽聽聽聽聽聽聽 Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Banking------------------------------------------------------
Job Family:
Investment Banking------------------------------------------------------
Time Type:
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Primary Location:
San Francisco California United States------------------------------------------------------
Primary Location Full Time Salary Range:
$110,000.00 - $135,000.00
In addition to salary, Citi鈥檚 offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Apr 04, 2026------------------------------------------------------
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.
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View Citi鈥檚 EEO Policy Statement and the Know Your Rights poster.
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