Investment Banking Senior Associate - Technology

Investment Banking

Investment banking sits at the forefront of the most complex and high-stakes financial transactions in global markets. From advising on transformative mergers and acquisitions to structuring innovative financing solutions and guiding companies through initial public offerings, we play a critical role in helping clients navigate defining moments in their growth journeys.

We partner with a diverse set of clients—including corporations, institutional investors, financial sponsors—delivering tailored, insight-driven strategies that address their most intricate challenges. At our core, we are a team of rigorous analytical thinkers and creative problem-solvers, united by a commitment to delivering differentiated, forward-thinking solutions that drive meaningful outcomes.

Our Technology Group advises clients in the software, semiconductors & hardware, internet, and fintech verticals on various financial transactions, including mergers and acquisitions, equity and debt financings, joint ventures, restructurings, and financial investments. Key sub-sectors in Technology include vertical software, cybersecurity, industrial software, infrastructure, AI/ML, IT services, semiconductors, electronics and hardware, and more.

Role Responsibilities

Associates at Citi play a key role in supporting client relationships and executing a broad range of financial transactions. They work closely with senior bankers across advisory and financing assignments, contributing to the structuring and execution of mergers and acquisitions, as well as equity and debt capital raises. In this capacity, associates develop financial models, perform valuation analyses, and prepare materials that highlight industry trends, assess client positions, and outline strategic alternatives to inform client decisions.

Associates coordinate with internal teams and external stakeholders—including legal advisors, accountants, and other parties—throughout the execution process. Responsibilities include supporting due diligence, helping manage transaction timelines, and assisting in the review and negotiation of key documentation. The role offers exposure to Citi's global platform and a wide range of industries, while building core skills in analysis, communication, and execution. Associates are an integral part of deal teams, contributing to both client engagement and transaction delivery.

• Develop presentations and reports clients across the Technology sector on topics such as strategic alternatives, capital markets activities, equity positioning and corporate governance
• Perform comprehensive analyses of financial transactions including pro forma merger scenarios, leveraged buyouts, public listings and financing alternatives using discounted cash flow, sum of the parts, public comparables and precedent transactions analyses
• Analyze accounting and regulatory statements, debt and equity filings and documents, financial projections and models clients and provide financial and economic advice
• Support live deal execution in the Technology sector, including due diligence processes, drafting legal documents with lawyers and potential buyers, organizing and attending deal and non-deal roadshows and liaising with other investment banks and parties
• Support client dialogue by liaising with senior bankers and product experts throughout the firm to address financial, market, or economic problems

Recommended

Qualifications:

• 3-6 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 (current or ability to obtain)

Education:

• 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.