Investment Banking Analyst III Corporate Finance - Technology (San Francisco)
At a glance
Mid-level FP&A role at Citizens Financial Group. San Francisco · full-time · $120,000–$130,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build financial models and analyze companies, industries, and transactions
- Research technology companies and their industries to support transaction work
- Coordinate the steps involved in financing or selling a business
- Prepare pitch decks, client presentations, offering memoranda, proposals, and other meeting materials
What you bring
- At least two years in investment banking or other transaction-focused finance work
- Strong financial statement knowledge and the ability to assess companies quantitatively and qualitatively
- Confident use of Excel, PowerPoint, and Word
Who this fits
This role suits someone who can juggle several projects, contribute both independently and across teams, and communicate analysis clearly. Technology industry or transaction experience is preferred. The job is based in San Francisco and follows a Monday-to-Friday schedule of at least forty hours per week.
From the employer
Citizens is seeking an ambitious Investment Banking Analyst III to join our Investment Banking team in San Francisco. The Investment Banking Analyst III will be involved in all facets of Citizens’ investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on technology.
Primary responsibilities include
The responsibilities of the Analyst III include, but are not limited to, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in a financing or sale, and the preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele. Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens’ coverage universe, such as, though not exclusively, healthcare, technology, and real estate/gaming & lodging.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Minimum of 2 years of direct investment banking or transaction-related financial experience
- Industry knowledge and transaction experience within healthcare/technology is strongly preferred.
- Skills with the ability to express ideas in a persuasive, organized, and articulate manner.
- Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams.
- Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis.
- Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment.
- High degree of maturity and integrity with a positive and hardworking attitude.
- Excellent attention to detail.
- Full command of Microsoft Excel, PowerPoint, and Word.
- Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
Hours & Work Schedule
- Hours per Week: 40 +
- Work Schedule: Monday to Friday
Pay Transparency
The salary range for this position is $120,000 - $130,000 per year, plus an opportunity to earn additional incentive earnings (if applicable). Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.