Job Description
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Lensa is the leading career site for job seekers at every stage of their career. Our client, Citigroup Inc, is seeking professionals in San Francisco, CA. Apply via Lensa today!
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 Jun 16, 2025
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. Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
If you have questions about this posting, please contact support@lensa.com
Seniority level
Seniority level
Mid-Senior level
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Employment type
Full-time
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Finance and Sales Industries
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