Investment Banking Vice President - Software

Citigroup • San Francisco, CA • 7h ago

The Banker is a senior 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 VP Banker 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:

Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm

Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering

Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions

Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

Recommended Qualifications:

6-10 years of experience

Experience in the Financial Services industry, specifically within Banking

Degree in Finance or closely related areas of Business Administration

MBA or Master's Degree in Business preferred

Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes

Consistently demonstrates clear and concise written and verbal communication skills

Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products

Series 7 and 63 preferred

Education:

Bachelor's degree/University degree or equivalent experience

Master's degree preferred

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:

$250,000.00 - $275,000.00

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:

Mar 12, 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.

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Similar Jobs

Investment Consultant

City National Bank • San Francisco, CA • 3h ago

Finance, Accounting & Banking

INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who...

3h ago

Go to Apply

Technical Accounting Manager

Robert Half • San Mateo, CA • 4h ago

Finance, Accounting & Banking

Description We are seeking a highly skilled Technical Accounting Manager for a fully remote, long-term contract engagement. If you have a strong technical accounting background and hold an active CPA license, this is an...

4h ago

Go to Apply

Buy-Side Solutions Account Manager, Enterprise Sales - Bloomberg Financial Solutions

Bloomberg • San Francisco, CA • 4h ago

Finance, Accounting & Banking

Buy-Side Solutions Account Manager, Enterprise Sales - Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client Service Ref # 10049612 Description & Requirements Bloomberg is a global leade...

4h ago

Go to Apply

Associate Director of Accounting

Robert Half • San Francisco, CA • 5h ago

Finance, Accounting & Banking

Description PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ASSOCIATE DIRECTOR OF ACCOUNTING /ASSISTANT CONTROLLER 170k-180k+bonus+equity Publicly traded medical device company is seeking a hands-on Associa...

5h ago

Go to Apply

Operations & Finance Associate

Robert Half • Redwood City, CA • 5h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Operations & Finance Associate to join our team on a contract basis in Redwood City, California. In this role, you will play an integral part in maintaining smooth off...

5h ago

Go to Apply

Talent Manager (Contract Finance & Accounting)

Robert Half • Walnut Creek, CA • 6h ago

Finance, Accounting & Banking

JOB REQUISITION Talent Manager (Contract Finance & Accounting) LOCATION CA WALNUT CREEK JOB DESCRIPTION Job Summary Our Talent Managers work in a team environment and have responsibility for negotiating and developin...

6h ago

Go to Apply

Lead Platform Engineer, Workday (Finance)

Capital One • San Francisco, CA • 6h ago

Finance, Accounting & Banking

Lead Platform Engineer, Workday (Finance) Do you love building and pioneering in the technology space? Do you enjoy solving complex technical problems in a fast-paced, collaborative, inclusive, and iterative delivery env...

6h ago

Go to Apply

Commercial Banker - Startup Banking - Vice President

JPMorgan Chase • San Francisco, CA • 7h ago

Finance, Accounting & Banking

You are customer focused, passionate about working with and supporting early-stage tech startups, enjoy building relationships and bringing in new clients. A role as a Startup Banking Commercial Banker is for you. As a C...

7h ago

Go to Apply

Commercial Banker - Startup Banking - Vice President

JPMorgan Chase • San Francisco, CA • 7h ago

Finance, Accounting & Banking

7h ago

Go to Apply

Business Banking Relationship Manager 3 - Walnut Creek

U.S. Bank • Walnut Creek, CA • 7h ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

7h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.