Investment Banking Analyst II Corporate Finance -San Francisco jobs in United States
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Citizens · 3 months ago

Investment Banking Analyst II Corporate Finance -San Francisco

Citizens is seeking an ambitious Investment Banking Analyst II to join our Investment Banking team in San Francisco. The role involves supporting the origination and execution of a broad range of transactions, including private and public financings, mergers and acquisitions, and advisory services with a specific focus on healthcare and technology.

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H1B Sponsor Likelynote

Responsibilities

Financial analysis and modeling
Conducting industry and company-specific research
Coordinating the various processes involved in a financing or sale
Preparation of pitch materials
Client presentations
Offering memoranda
Proposals
Other written materials for meetings with clientele

Qualification

Investment banking experienceFinancial modelingHealthcare/technology knowledgeQuantitative analysisMicrosoft ExcelFinancial services softwarePersuasive communicationAttention to detailTeam playerStrategic thinking

Required

Minimum of 2 years of direct investment banking or transaction-related financial experience
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

Preferred

Industry knowledge and transaction experience within healthcare/technology is strongly preferred

Benefits

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Company data provided by crunchbase