Investment Banking Associate I Corporate Finance - Technology (San Francisco)

Citizens Bank
San Francisco
Workplace: OnsiteFull timeUSD 130,000 - 175,000 annuallyFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Analytical reasoning","Communication","Presentation skills","Attention to detail","Teamwork"]

Support Citizens’ investment banking activities with a focus on technology transactions, contributing across origination and execution of private/public financings, mergers and acquisitions, and advisory work. Perform financial analysis and modeling, conduct industry and company research, coordinate financing/sale processes, and build pitch and client materials such as pitch decks, offering memoranda, proposals, and written documentation. Work directly with senior bankers and clients in the technology coverage universe.

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Citizens Bank
Citizens Bank
1 day ago

Investment Banking Associate I Corporate Finance - Technology (San Francisco)

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Last checked: 7 hours agoStatus: Live

Job Summary

Support Citizens’ investment banking activities with a focus on technology transactions, contributing across origination and execution of private/public financings, mergers and acquisitions, and advisory work. Perform financial analysis and modeling, conduct industry and company research, coordinate financing/sale processes, and build pitch and client materials such as pitch decks, offering memoranda, proposals, and written documentation. Work directly with senior bankers and clients in the technology coverage universe.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Support origination and execution of private and public financings (equity, equity-linked, and debt), M&A, and advisory services with a technology focus.
  • •Perform financial analysis and financial modeling for transactions.
  • •Conduct industry and company-specific research to inform transaction work.
  • •Coordinate processes involved in a financing or sale.
  • •Prepare pitch materials and client-facing documents including client presentations, offering memoranda, and proposals.

Pay and Benefits

Salary: USD 130,000 - 175,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveWellness Stipend

Key Requirements

  • •Minimum of 3 years of direct investment banking or transaction-related financial experience.
  • •Strong technology industry knowledge and transaction experience is preferred.
  • •Ability to express ideas persuasively, organized and articulate in writing and presentations.
  • •Aptitude for quantitative and qualitative analysis, including a solid understanding of financial statements and financial modeling.
  • •Self-starting team player who can manage multiple projects and work effectively across teams in a fast-paced environment.
Experience:3+ yearsInvestment bankingCapital marketsTechnologyM&A
Education:Bachelor's
Skills:Analytical reasoningCommunicationPresentation skillsAttention to detailTeamwork
Tech Stack:Microsoft ExcelMicrosoft PowerPointMicrosoft WordS&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