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Banker, VP

United States, San Francisco Employment contract 250000.00 - 275000.00 USD / Year · Job Posted April 23, 2026

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Job Description

Citigroup Global Markets Inc. seeks a Banker, VP for its San Francisco, California location. Duties: Develop and manage relationships with financial sponsor clients, including private equity firms. Originate new business mandates from financial sponsors related to financial advisory, capital raising, and risk management. Liaise with product and industry coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies. Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions. Drive idea generation related to new investment opportunities, including leveraged buyouts, minority stake investments and structured capital investments. Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations. Lead internal credit approval process related to acquisition financings, dividend recapitalizations, re-financings and other credit transactions for private equity clients. Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams. Serve as technical subject matter expert in relevant accounting, corporate finance and capital markets concepts. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Job Responsibility

  • Develop and manage relationships with financial sponsor clients, including private equity firms
  • Originate new business mandates from financial sponsors related to financial advisory, capital raising, and risk management
  • Liaise with product and industry coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies
  • Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions
  • Drive idea generation related to new investment opportunities, including leveraged buyouts, minority stake investments and structured capital investments
  • Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations
  • Lead internal credit approval process related to acquisition financings, dividend recapitalizations, re-financings and other credit transactions for private equity clients
  • Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams
  • Serve as technical subject matter expert in relevant accounting, corporate finance and capital markets concepts

Requirements

  • Requires a Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field and 3 years of experience as an Investment Banking Associate, Investment Banking Analyst, or related position involving development and management of financial sponsor clients for private equity firms and providing advisory services within a global financial services institution. 3 years of experience must include: Utilizing knowledge of corporate finance, accounting, M&A, credit underwriting, business valuation and capital markets concepts in order to develop, review and present financial models related to valuation, M&A, and credit underwriting
  • Providing advisory services to private equity clients on capital raising, risk management, M&A, valuation and capital deployment
  • Analyzing and interpreting financial statements, equity research, economic data, credit rating reports, and accounting and business diligence in support of client transactions and advisory assignments, either in the form of modeling or credit analysis
  • Preparing and presenting credit analyses materials to senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions
  • Conducting detailed credit analyses including modelling, credit worthiness assessment, and potential risks and mitigants identification
  • and Utilizing financial data platforms including MergerMarket, LCD, FactSet and Capital IQ to help build out financial analyses and usable data. Up to 10% international and domestic travel required.

What we offer

  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

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