The Investment Banking Senior Analyst (or Analyst) is an intermediate level position primarily 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 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:

·        Work directly with the TMT and Growth Equity senior bankers in our San Francisco and/or NYC office.

·        Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans

·        Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals

·        Conduct economic/financial research

·        Evaluate company’s financial performance compared to overall industry and market trends

·        Build complex financial models for valuation purposes

Qualifications:

·        2-5 years of relevant experience

·        Series 7, 79 and 63 licenses within your first 90 days.

·        Consistently demonstrates clear and concise written and verbal communication skills

·        Ability to work under pressure in a rapidly changing environment in order to meet deadlines

·        Ability to coordinate closely with team members on our New York ECM desk

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.

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Job Family Group:

Institutional Banking

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Job Family:

Investment Banking

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Time Type:

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Primary Location:

San Francisco California United States

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Primary Location Full Time Salary Range:

$110,000.00 - $135,000.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Apr 04, 2026

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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.