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

Citizens • Full-time • San Francisco, California, United States • 1d ago

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 3 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

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Pay Transparency

The salary range for this position is $120,000 to $130,000 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, 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

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.