Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Banking Senior Associate - Technology

Citi

Investment Banking Senior Associate - Technology

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.

Citi
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Investment Banking Senior Associate - Technology in San Francisco, CA vacancy
  • $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... 
    Suggested
    Work at office

    Moelis & Co.

    San Francisco, CA
    7 days ago
  • $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... 
    Senior
    Work at office
    Remote work
    2 days per week

    Gen II Fund Services

    San Francisco, CA
    4 days ago
  • $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... 
    Suggested
    Full time
    Work at office

    GP Bullhound

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Temporary work
    Work at office

    Morgan Stanley

    San Francisco, CA
    1 day ago
  •  ...Investment Banking Senior Analyst - Technology M&A 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... 
    Senior

    Citi

    San Francisco, CA
    7 hours ago
  • $175k

     ...Summer Associate Job Description We are seeking experienced and highly motivated technology M&A investment banking Summer Associates for our San Francisco office with a Summer 2026 start...  ...closing, and work closely with senior team members, client management teams... 
    Summer work
    Work at office

    Aeris Partners

    San Francisco, CA
    2 days ago
  •  ...Healthcare M&A Investment Banking Associate A leading healthcare-focused investment banking team is...  ...exposure and direct interaction with senior leadership. Support execution of healthcare...  ...providers Payers Healthcare technology Tools & diagnostics Healthcare... 

    Bryant Staffing Solutions

    San Francisco, CA
    4 days ago
  •  ...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... 
    Senior
    Work at office

    Shepherd

    San Francisco, CA
    1 day ago
  • $150k - $160k

     ...Oppenheimer Investment Banking Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle...  ...industries, with a specific focus on Technology, Media and Communications, Consumer and...  ...associates, as well as assisting senior bankers. The Associate will be given... 
    Immediate start
    Monday to Friday

    Oppenheimer & Co. Inc.

    San Francisco, CA
    18 hours ago
  •  ...Investment Banking Associate 2 Technology M&A (Global Advisory) Our client, a leading international investment bank, is seeking an Associate 2 level...  ...and company due diligence Build relationships with senior bankers, corporate clients, private equity firms, and strategic... 
    Work at office
    Immediate start

    Prospect Rock Partners

    San Francisco, CA
    3 days ago
  • $175k - $200k

     ...Investment Banking Tech Associate DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout...  ...honesty, and respect. The Role As an Associate on the technology and software team based in our San Francisco office, you... 
    Temporary work
    Work at office
    Work from home

    DC Advisory

    San Francisco, CA
    3 days ago
  •  ...Job Title Associate in Technology Investment Banking Group Job Description As an associate in our Technology Investment Banking group, you will...  ...with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the... 
    Work experience placement

    JPMorgan Chase

    San Francisco, CA
    5 days ago
  •  ...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... 

    Metis Search

    San Francisco, CA
    3 days ago
  • 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... 
    Senior
    Remote work

    Fieldguide.ai

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Work at office
    Local area

    Accenture

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Local area
    Worldwide
    Flexible hours

    Amazon

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Work experience placement
    Work at office
    Local area

    Visa

    San Francisco, CA
    10 hours ago
  •  ...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... 
    Senior
    Full time
    Temporary work
    For contractors
    Monday to Friday

    INFINISOURCE CONSULTING SOLUTIONS

    San Francisco, CA
    8 hours ago
  • $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)... 
    Senior
    Work at office
    Remote work
    3 days per week

    Gen II Fund Services

    San Francisco, CA
    4 days ago
  •  ...groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance...  ...Description: Temporary Senior Consultant - Financial Crime Audit...  ...(AML) Compliance and Bank Secrecy Act (BSA) laws; internal... 
    Senior
    Temporary work
    Local area
    Worldwide

    Crowe

    San Francisco, CA
    1 day ago
  • $175k

    Business Unit: Corporate Finance Industry: Technology Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering...  ...transactions. Job Description As an Associate, you will: Work with senior professionals covering Software and... 
    Full time

    Hogan Lovells

    San Francisco, CA
    3 days ago
  •  ...Citi Commercial Bank - Relationship Manager, Senior Vice President - Digital Tech & Comms This role is...  ...Banker position within the Digital Technology & Communications Mid?Corporates team...  ...Exchange, Credit Underwriting Team, Investment Banking, and Equity Capital Markets... 
    Senior

    Citigroup

    San Francisco, CA
    2 days ago
  •  ...Senior Corporate Counsel About the Company Innovative provider of cloud-based AI solutions Industry Internet Type Privately...  ...2013 Employees 201-500 Categories Information Technology & Services Publishers Broadcasting Information Publishing... 
    Senior
    Flexible hours

    Confidential

    San Francisco, CA
    3 days ago
  • A global professional services firm is seeking a ServiceNow Senior Consultant to lead IT and Operational Technology Asset Management projects. You will collaborate with clients, design user interfaces, and manage a team for effective implementation. Candidates should have... 
    Senior
    Flexible hours

    Jobleads-US

    San Francisco, CA
    1 day ago
  • $80.5k - $159.3k

     ...Cybersecurity Senior Consultant Your journey at Crowe starts here...  .... That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance...  ...applicable geographic differential associated with the location at which the... 
    Senior
    Local area
    Worldwide

    Crowe

    San Francisco, CA
    5 days ago
  • $139.2k - $293.5k

     ...groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance...  ...is currently searching for a Senior Manager to lead projects in...  ...applicable geographic differential associated with the location at which the... 
    Senior
    For contractors
    Apprenticeship
    Local area
    Worldwide

    Crowe

    San Francisco, CA
    3 days ago
  • $150k - $210k

     ...card programs to life, and have pioneered technology to embed credit card features natively...  ...looking for a Credit Risk Strategy Manager or Senior Manager to own the credit strategy for...  ...out performance and results Work with bank partners to document, present and get approval... 
    Senior
    Work at office
    Relocation package
    Flexible hours

    Cardless, Inc

    San Francisco, CA
    2 days ago
  • $70k - $95k

     ...Senior Investor Services Analyst Job Category: Investor Services...  ...of people, process, and technology. Gen II has more than $1 trillion...  ...of less experienced associates, and first level review of deliverables...  ...Portals (Intralinks/Investment Caf/Allvue/InvestorVision) a... 
    Senior
    Full time
    Work at office
    Remote work
    3 days per week

    Gen II Fund Services

    San Francisco, CA
    3 days ago
  • $21.75 - $44.5 per hour

     ...consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join...  ...adjusted for the applicable geographic differential associated with the location at which the position may be... 
    Senior
    Hourly pay
    Contract work
    Work at office
    Local area
    Worldwide
    Shift work

    Crowe

    San Francisco, CA
    4 days ago
  • $168k - $207k

     ...Senior Analyst - Marketing Finance Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver. Since its start as the...  ...providing financial rigor for brand and growth investments and supporting the development of... 
    Senior
    Full time
    Temporary work
    Remote work

    Waymo

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Senior Associate - Technology. Be the first to apply!