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Investment Banking Senior Associate - Technology M&A

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citi
Full Time position
Listed on 2026-09-12
Job specializations:
  • Finance & Banking
    Corporate Finance, Capital Markets, Investment Banking, Financial Analyst
Salary/Wage Range or Industry Benchmark: 175000 - 225000 USD Yearly USD 175000.00 225000.00 YEAR
Job Description & How to Apply Below

The Investment Banking Senior Associate 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 financial transactions in coordination with the Institutional Banking team. The role also serves as an intermediary in trading for clients and aims to act as a strategic advisor by formulating investment strategies and raising capital.

Responsibilities
  • 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 analysts as appropriate.
Qualifications
  • 3-8 years of relevant experience.
  • Bachelor’s degree in Finance or closely related areas of Business Administration, or a Master’s degree in Business Administration.
  • Experience 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.
Education
  • Bachelor’s degree or university degree, or equivalent experience.
Benefits

Compensation ranges from $ to $ per year, with potential 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.

Equal

Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 at Citi.

Position Requirements
10+ Years work experience
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