Investment Banking Senior Associate - Technology

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi is looking for an Investment Banking Senior Associate to join its Technology coverage team, playing a key role in advising clients on mergers, acquisitions, and capital markets transactions. In this position, you will act as a strategic advisor to technology sector clients, formulating investment strategies and driving capital raising activity that directly shapes outcomes for some of the world's most significant companies. Working in close coordination with the Institutional Banking team, you will bring meaningful deal experience to a high-performing group with global reach and real client impact.

Responsibilities

• Advise clients on mergers, acquisitions, and capital markets transactions as a core member of Citi's Investment Banking team, supporting end-to-end deal execution.
• Lead and execute financial analyses to evaluate corporate transactions and structures, delivering insights that inform client strategy and investment decisions.
• Drive capital raising activities and M&A execution by applying sector knowledge and prior investment banking experience to strengthen client outcomes.
• Develop client relationships and support business development efforts, including industry research, trend analysis, and opportunity identification within the technology sector.
• Mentor and guide analysts through day-to-day deal work, providing structured feedback, managing information flow, and ensuring strong analytical output.
• Contribute to building Citi's franchise within the Technology sector by supporting origination efforts and participating in client-facing interactions.
• Serve as an intermediary in client trading activities, coordinating effectively across internal teams to deliver seamless execution.

Required Qualifications & Skills

• 5 to 8 years of experience in investment banking or a closely related financial services role, with direct exposure to M&A and capital markets transactions.
• Demonstrated ability to build and interpret complex financial models and analyses to support transaction evaluation and client advisory work.
• Series 79 and Series 63 licenses, current or ability to obtain upon hire.
• Clear and precise written and verbal communication skills, with the ability to present complex financial information to clients and internal stakeholders.
• Proven ability to evaluate corporate transactions and structures, applying analytical judgment to assess strategic and financial fit.
• Ability to manage multiple workstreams simultaneously while maintaining quality and meeting deal deadlines in a fast-paced environment.
• Bachelor's degree in Finance, Business Administration, or an equivalent field.

Beneficial Skills & Qualifications

• Master's degree in Business Administration (MBA), providing additional depth in financial strategy and leadership.
• Prior experience covering the Technology sector within an investment banking or corporate finance context.
• Experience supporting client development activities, including research, pitch preparation, and relationship tracking across deal cycles.

What We Offer

At Citi, you will work alongside experienced professionals on high-impact mandates that shape industries and move markets. This is an environment built on performance, collaboration, and continuous professional growth, where your contributions are recognized and your career development is actively supported.

• Hybrid working model with 3 days in the office and 2 days working remotely, providing structure alongside meaningful flexibility.
• Exposure to complex, cross-border transactions at one of the world's leading financial institutions, giving you global scale and deal variety few organizations can offer.
• Access to learning and development resources that support ongoing professional growth, including technical skills, leadership capabilities, and sector knowledge.
• A performance-driven team culture where senior visibility, meritocratic progression, and direct client exposure are central to how careers develop.
• Wellbeing and financial benefit programs designed to support your long-term security and quality of life.
• Mentorship and collaboration within a team that values knowledge-sharing and invests in the development of its people at every level.

Apply now to bring your investment banking expertise to Citi's Technology coverage team and advise clients on transactions that define the future of the sector.

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Job Family Group:

Institutional Banking

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Job Family:

Investment Banking

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Time Type:

Full time

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Primary Location:

San Francisco California United States

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Primary Location Full Time Salary Range:

$175,000.00 - $225,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.