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Citi Logo Citi · IT - Administration

Investment Banking Senior Associate - Technology

United States, San Francisco Employment contract 175000.00 - 225000.00 USD / Year · Job Posted June 16, 2026
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Job Description

The Investment Banking Senior Associate is an intermediate level position 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 Investment Banking Senior Associate also serves as an intermediary in trading for clients. 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.

Job Responsibility

  • Assist in the execution of Citi’s Investment Banking business activities
  • Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
  • Contribute to building Citi’s franchise
  • Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate

Requirements

  • 5-8 years of relevant experience
  • Bachelor’s degree in Finance or closely related areas of Business Administration
  • Master's degree in Business Administration
  • Experience in evaluating corporate transactions and structures
  • Experience creating financial analyses
  • Demonstrated problem solving and organizational skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience assisting with client development
  • Ability to work with teams and track business development (collect research, analyze industry trends)
  • Series 79 and 63 licenses

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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