2027 Investment Banking Analyst (San Francisco, CA)

Citizens Bank
San Francisco
Workplace: OnsiteFull timeUSD 110,000+ annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Analytical skills","Attention to detail","Self-starter","Team player","Clear communication"]

Support the Capital Markets & Advisory (CM&A) team as an Investment Banking Analyst, working with junior and senior professionals on active and prospective middle-market engagement teams. Contribute to financial modeling and valuation, comparable and transaction analyses, and the preparation of information memoranda and key transaction documents. Help develop pitch and presentation materials and support deal strategy, origination, and structuring scenarios across CM&A coverage groups.

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Citizens Bank
Citizens Bank
1 day ago

2027 Investment Banking Analyst (San Francisco, CA)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Support the Capital Markets & Advisory (CM&A) team as an Investment Banking Analyst, working with junior and senior professionals on active and prospective middle-market engagement teams. Contribute to financial modeling and valuation, comparable and transaction analyses, and the preparation of information memoranda and key transaction documents. Help develop pitch and presentation materials and support deal strategy, origination, and structuring scenarios across CM&A coverage groups.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Perform financial modeling and comparable company and transaction analyses, including leveraged buyout and other valuation analyses.
  • •Draft key marketing and transaction-related documents, including information memoranda.
  • •Develop new business ideas, pitch strategies, and transaction structuring scenarios to support client objectives.
  • •Prepare pitch/business origination materials and presentations as part of deal delivery.
  • •Collaborate with junior and senior professionals across CM&A engagement teams in multiple industries.

Pay and Benefits

Salary: USD 110,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness Stipend

Key Requirements

  • •Currently enrolled as an undergraduate or graduate student, graduating between Winter 2026–Spring 2027.
  • •Minimum GPA of 3.2 (preferred cumulative GPA of 3.5) and include your cumulative GPA on your resume.
  • •Permanent authorization to work in the U.S.; U.S. Immigration sponsorship or work visa is not available for intern/full-time Analyst positions.
  • •Proficiency in MS Office (Word, Excel, PowerPoint) is required.
  • •Relevant coursework and/or work experience in Finance, Accounting, or Economics, including leadership experience, is preferred (all majors will be considered).
Education:Bachelor's
Skills:Analytical skillsAttention to detailSelf-starterTeam playerClear communication
Tech Stack:MS OfficeWordExcelPowerPoint

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website