Investment Banking Associate, Technology M&A

Citigroup • San Francisco, CA • 3h ago

The Investment Banking 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 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

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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:

Mar 16, 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.

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