What are the responsibilities and job description for the Investment Banking Analyst III Corporate Finance - Technology (San Francisco) position at Citizens Bank?
Description
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.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 10/30/2026
Salary : $120,000 - $130,000