Investment Banking Analyst III Corporate Finance - Technology (San Francisco)

Citizens Bank
San Francisco
Workplace: OnsiteFull timeUSD 120,000 - 130,000 annuallyFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Analytical reasoning","Communication","Presentation skills","Strategic thinking","Attention to detail"]

Join the Investment Banking team in San Francisco to support origination and execution of private and public financings, equity-linked and debt offerings, mergers and acquisitions, and advisory services with a technology focus. You’ll perform financial analysis and modeling, conduct industry and company research, coordinate financing/sale processes, and produce pitch materials, client presentations, and written documents for meetings with clients.

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Citizens Bank
Citizens Bank
2 days ago

Investment Banking Analyst III Corporate Finance - Technology (San Francisco)

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Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Join the Investment Banking team in San Francisco to support origination and execution of private and public financings, equity-linked and debt offerings, mergers and acquisitions, and advisory services with a technology focus. You’ll perform financial analysis and modeling, conduct industry and company research, coordinate financing/sale processes, and produce pitch materials, client presentations, and written documents for meetings with clients.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Support origination and execution of private/public financings, equity-linked and debt transactions, M&A, and advisory services with a focus on technology
  • •Perform financial analysis and modeling for transactions
  • •Conduct industry and company-specific research to support deal execution
  • •Coordinate processes involved in a financing or sale
  • •Prepare pitch materials, client presentations, offering memoranda, proposals, and other written documents

Pay and Benefits

Salary: USD 120,000 - 130,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveWellness StipendPaid Leave

Key Requirements

  • •Minimum of 3 years of direct investment banking or transaction-related financial experience
  • •Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements and financial modeling
  • •Experience conducting industry and company-specific research and preparing financing/sale materials
  • •Ability to express ideas persuasively, organized, and articulately in client-facing writing and presentations
  • •Full command of Microsoft Excel, PowerPoint, and Word
Experience:3+ yearsInvestment bankingFinancial services
Education:Bachelor's
Skills:Analytical reasoningCommunicationPresentation skillsStrategic thinkingAttention to detail
Tech Stack:Microsoft ExcelPowerPointWordS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneThomson Loan Pricing ConnectorFactSet

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