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Investment Banking Senior Analyst - Software - BOSTON

Job in Worcester, Worcester County, Massachusetts, 01609, USA
Listing for: 6AM City, LLC
Full Time position
Listed on 2026-07-17
Job specializations:
  • Finance & Banking
    Capital Markets, Corporate Finance, Investment Banking, Financial Analyst
Salary/Wage Range or Industry Benchmark: 110000 - 135000 USD Yearly USD 110000.00 135000.00 YEAR
Job Description & How to Apply Below
Position: Investment Banking Senior Analyst - Software Sector - BOSTON

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.

Responsibilities
  • 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
Qualifications
  • 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
Education
  • Bachelor's degree/University degree or equivalent experience
Benefits

Primary Location Full Time Salary Range: $ - $

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

Equal

Opportunity Employer

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 w Citi’s EEO Policy Statement and the Know Your Rights poster.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Position Requirements
10+ Years work experience
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