Investment Banking Senior Analyst - M&A Technology

The Investment Banking Senior Analyst 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 Analyst 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.

• Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team.
• Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans.
• Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals.
• Conduct economic/financial research.
• Evaluate company’s financial performance compared to overall industry and market trends.
• Build complex financial models for valuation purposes.

• 2-5 years of relevant experience.
• Series 79 and 63 licenses.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Ability to work under pressure in a rapidly changing environment in order to meet deadlines.

• Bachelor's degree/University degree or equivalent experience.

Job Family Group:
Institutional Banking
Job Family:
Investment Banking
Time Type:
Full time
Primary

Location:

San Francisco, California, United States
Primary Location Full Time Salary Range: $ - $
Anticipated Posting Close Date:
Feb 16, 2026

Citi’s offerings may 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  Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.