Job Description

Overview

The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities

• Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
• Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
• Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
• Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

Qualifications

• 6-10 years of experience
• Experience in the Financial Services industry, specifically within Banking
• Degree in Finance or closely related areas of Business Administration
• MBA or Master's Degree in Business preferred
• Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
• Series 7 and 63 preferred

Education

• Bachelors degree/University degree or equivalent experience
• Masters degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group: Institutional Banking

Job Family: Investment Banking

Time Type: Full time

Primary Location: San Francisco California United States

Primary Location Full Time Salary Range: $250,000.00 - $275,000.00

In addition to salary, Citis 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.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills

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

Anticipated Posting Close Date: Jun 16, 2025

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 Citis EEO Policy Statement and the Know Your Rights poster.

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