Investment Banking Analyst, Technology M&A

Overview

The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactions in coordination with the Institutional Banking team. The Analyst also serves as an intermediary in trading for clients, with the overall objective of acting as a strategic advisor by formulating investment strategies and raising capital for clients.

• Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in client transactions, projects or assignments as the junior member of the Investment Banking team.
• Organize and analyze 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 and financial research.
• Evaluate company’s financial performance compared to overall industry and market trends.
• Build complex financial models for valuation purposes.
• Appropriately assess risk when business decisions are made, including consideration for the firm’s reputation, compliance with applicable laws, rules and regulations, and escalation of control issues with transparency.

• 2‑5 years of relevant experience.
• Bachelor's degree in Finance or closely related areas of Business Administration.
• 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 to meet deadlines.

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

Institutional Banking

Investment Banking

Full time

San Francisco, California, United States

$ - $

In addition to salary, Citi’s offerings may also include 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.

Please see the requirements listed above.

For complementary skills, please see above and/or contact the recruiter.

Mar 05, 2026

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.

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