Investment Banking Associate I Corporate Finance - Technology (San Francisco)
At a glance
Junior FP&A role at Citizens Financial Group. San Francisco · full-time · $130,000–$175,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build financial analyses and models for technology-focused financing, M&A and advisory work
- Research companies and industries to support transaction decisions and client work
- Coordinate the steps involved in financing and sale processes
- Prepare pitches, client presentations, offering documents and proposals for client meetings
- Work directly with senior bankers and current or prospective technology clients
What you bring
- At least three years in investment banking or transaction-focused finance
- Strong financial statement knowledge and the ability to model and assess companies or industries
- Clear, persuasive communication and the ability to manage several projects across individual and team work
- Advanced command of Excel, PowerPoint and Word
Who this fits
This San Francisco role suits an associate with transaction experience and an interest in technology coverage. You’ll work closely with senior bankers and interact directly with clients. The schedule is Monday through Friday, for forty hours or more per week.
From the employer
Citizens is seeking an ambitious Investment Banking Associate I to join our Investment Banking team in San Francisco. The Associate I 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 Associate I 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’ Technology coverage universe.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Minimum of 3 years of direct investment banking or transaction-related financial experience
- Industry knowledge and transaction experience within 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 $130,000 to $175,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, budget 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 h