Investment Banking Senior Associate - Technology
$175k - $225kCiti
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 analysts as appropriate. Qualifications 5-8 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 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). Series79 and 63 licenses. Education Bachelor’s degree/University degree or equivalent experience. 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. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. 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. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi
$175k - $225k
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 types of financial transactions in coordination...Senior$175k - $225k
Citigroup Inc. is seeking a Senior Associate in Investment Banking in San Francisco, CA. This intermediate level position will involve assisting clients in raising funds and providing strategic advisory services for mergers and acquisitions. Responsibilities include managing...Senior$175k - $225k
...Associate, Technology Financial Advisory Practice We are passionate about our business and our... ...presentations and interacting with senior bankers and clients. A sophisticated... ...and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent...SuggestedWork at office$132.3k
...Investment Banking Associate San Francisco Full time Salary: $132,300.00 Who We Are GP Bullhound is a leading global technology advisory dedicated to helping the world's most ambitious entrepreneurs... ...to work closely with senior bankers, founders, and investors...SuggestedFull timeWork at office$80k - $100k
...Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing team... ...Financial Statements with footnotes Analyze investment documents and properly set up investment... ...combination of people, process, and technology, enabling fund sponsors to effectively...SeniorWork at officeRemote work2 days per week- Bright-Vision-Technologies is hiring a Healthcare M&A Investment Banking Associate in San Francisco, CA. The role requires 3+ years of experience in Investment Banking... ...the healthcare sector, working closely with senior bankers and analysts. Joining this innovative company...
$175k - $225k
...Our San Francisco office is looking for an Investment Banking Senior Associate to join the Financial Sponsors Group. Our Financial Sponsors Group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital-raising, investment, and exit...SeniorTemporary workWork at office- A leading elite boutique investment bank is seeking an exceptional technology M&A professional to join our high-performing team. This is an opportunity to... ...rewards excellence and merit. Position Overview Level: Associate 2 Focus: Technology M&A Location: New York City...Work at officeImmediate startFlexible hours
- Senior Fund Accountant Full description Venture capital firm that invests in growth-stage technology companies primarily by providing structured liquidity to founders, senior executives... ...’ investments and expenses. Monitor banking activity and process/review...Senior
- GP Bullhound is a leading technology advisory firm, providing transaction advice and capital... ...offers the opportunity to work as an Associate in GP Bullhound’s Stockholm team as we... ...to consolidate our technology investment banking franchise in the Nordics. As part of one...Work experience placement
$150k - $160k
Oppenheimer & Co Inc is seeking an experienced Investment Banking Associate for its San Francisco office. This role requires participation in the... ...years of investment banking experience, particularly in technology, along with strong quantitative and interpersonal skills....Work at officeMonday to Friday- As an Associate in our Technology Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full... ...analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the...Work experience placement
- Bright Vision Technologies is a forward‑thinking software development company dedicated... ..., and user‑friendly applications. Investment Banking Associate - Healthcare M&A Location: Chicago,... ...sector. The role works closely with senior bankers and analysts on healthcare...Local areaRelocation
$150k - $160k
Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full... ...with analysts and other associates, as well as assisting senior bankers. The Associate will be given significant...Monday to Friday- ...Metis Search are currently partnered with a leading Elite Boutique who are hiring at Associate and Vice President level for their Technology Investment Banking group in San Francisco. Required Background: Technology M&A transaction experience from pitch to close...
$110k - $135k
...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...SeniorFull time- A healthcare technology company located in San Francisco is looking for an Actuarial Lead to bridge the gap between clinical innovation and financial value. This role requires 8-10 years of experience in health insurance and expertise in claims data. Responsibilities include...Senior
- ...Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class... ...of FINRA and SIPC. Associate Job Description We are seeking... ..., and work closely with senior team members, client management...Full timeWork experience placementWork at office
- ...Shepherd's underwriting approach will be client-centric with a heavy emphasis on an efficient process. Our goal will be to leverage our technology and data to make quick, informed, underwriting decisions tailored to our client's specific needs. Candidates must be able...SeniorWork at office
- ...business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next... ...other startups. THE ROLE. The Senior Venture Capitalist / Investment Manager...SeniorWork experience placementWork at office
- ...A leading technology firm is seeking an EITS Security Risk Analyst B to work remotely. The role demands expertise in risk management and compliance within the healthcare sector. Responsibilities include maintaining the security framework, conducting risk assessments,...SeniorRemote workWork from home
$168k - $240k
...intersection of people, experiences, and technology. The Global Mergers & Acquisitions team... ...evolution of Slalom. The Role: M&A Principal/Senior Principal The Role: M&A Principal/Senior... ...life. As a result, Slalom is proud to invest in benefits that include meaningful time...SeniorTemporary workWork at officeLocal area$132.5k - $338.3k
...,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world... ...* Qualification You Are As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and...SeniorWork at officeLocal area- A technology firm based in San Francisco seeks a Senior Implementation Consultant to join their team. This role is integral to the go-to-market strategy, involving onboarding new customers to maximize their investment quickly. Candidates should have at least 2 years in...SeniorRemote work
$162.7k - $220.2k
...the technical depth, business acumen, and investment insight to help establish AWS as the foundation for the next generation of technology companies? Trusted by more startups... ...unicorns, choose to launch on AWS. As a Senior Startup Investor Manager within AWS, you...SeniorLocal areaWorldwideFlexible hours$125k
...transaction execution and the delivery of investment banking products and services to clients and... ...or sectors, as identified by senior bankers, to target certain clients or... ...investment banking experience covering technology/software (or PE equivalent) required...SeniorTemporary workSummer internship$127.3k - $240.1k
...About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions... ...procedures and regulatory expectations are essential. The Senior Consultant must be able to interpret and apply integrity risk standards...SeniorWork experience placementWork at officeLocal area- ...contractor specializing in Management Consulting, Information Technology, and Professional Services to the federal government. We tailor... ...level of customer satisfaction. Position Title : DHS Senior Budget Analyst II Position Type: Full-Time Work schedule...SeniorFull timeTemporary workFor contractorsMonday to Friday
$192k - $288k
...development, and referral channels. Represent the bank at industry conferences, founder events,... ...board. Sound knowledge of banking and investment products and processes, and a track... ...experience. Ability to embrace new technology and understand the role of digital in the...Senior$70k - $95k
...Senior Investor Services Analyst Who is Gen II? Gen II is a... ...combination of people, process, and technology. Gen II has more than $1... ...of less experienced associates, and first level review of deliverables... ...Portals (Intralinks/Investment Café/Allvue/InvestorVision)...SeniorWork at officeRemote work3 days per week
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