Investment Banking Senior Associate - Technology

Investment Banking Senior Associate

• Technology Citi
• 3.9 San Francisco, CA Job Details Full-time $175,000
• $225,000 a year 1 hour ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Qualifications Finance advising Master's degree in business administration Management Trading 5 years Bachelor's degree in finance Mergers and acquisitions transaction management Research Financial analysis Bachelor's degree in business administration Finance Master's degree Investment strategy development Business development Bachelor's degree Mentoring Organizational skills Business Administration Investment banking Senior level Business Series 79 Communication skills Series 63

Full Job Description Job Req Id:

26958958 Location(s):

San Francisco, California, United States Job Type:

On-Site/Resident Posted:

May. 06, 2026 Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Investment Banking Senior Associate 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 Associate 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:

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 analyst, as appropriate

Recommended Qualifications:

5-8 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

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.

• 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:

  $175,000.00
• $225,000.

00 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

• Most Relevant Skills Please see the requirements listed above.
• Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.

• Anticipated Posting Close Date:

  May 13, 2026
• 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.

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