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Investment Banking Vice President - Software
Millbrae, CAMarch 31st, 2026
Investment Banking Vice President - SoftwareWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 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 OverviewThe 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
Recommended 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:
Bachelor's degree/university degree or equivalent experience
Master's degree preferred
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