✦ Luna Orbit — Finance & Accounting

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

at Citizens Financial Group

📍 San Francisco, CA, United States Unknown 💰 $130K – $175K USD / year Posted April 14, 2026
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Position Details

Salary $130K – $175K USD / year
Type Full-Time
Experience mid
Exp. Years Minimum of 3 years
Education Not specified
Category Finance & Accounting

About this role

Citizens is seeking an Investment Banking Analyst III/Associate I within Corporate Finance focused on technology (with additional emphasis on healthcare). The role supports origination and execution of financings, equity/debt offerings, mergers and acquisitions, and advisory work while producing client-ready models and pitch materials.

Key Responsibilities

  • Provide financial analysis and modeling
  • Conduct industry and company-specific research
  • Coordinate processes for financing or sale transactions
  • Prepare pitch materials, client presentations, offering memoranda, and proposals
  • Support origination and execution of private and public financings, mergers and acquisitions, and advisory services

Technical Overview

The role requires strong financial modeling and quantitative/qualitative analysis with expert use of Microsoft Excel, PowerPoint, and Word. Candidates should be comfortable using capital markets and financial research platforms such as Bloomberg, FactSet, and S&P CapitalIQ (plus related tools listed in the posting).

Ideal Candidate

The ideal candidate is an Investment Banking Analyst III or early-career associate with 3+ years of direct investment banking or transaction-related financial experience. They can build and present financial models, perform industry and company research, and develop pitch materials, offering memoranda, and client presentations using Excel and major market data platforms like Bloomberg, FactSet, and S&P CapitalIQ.

Must-Have Skills

3 years of direct investment banking or transaction-related financial experiencefinancial analysisfinancial modelingDemonstrated aptitude for quantitative and qualitative analysissolid understanding of financial statementsFull command of Microsoft ExcelPowerPointand Word

Nice-to-Have Skills

industry knowledge and transaction experience within healthcare/technology

Tools & Platforms

Microsoft ExcelMicrosoft PowerPointMicrosoft WordS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneThomson Loan Pricing ConnectorFactSet

Required Skills

financial analysisfinancial modelingindustry and company-specific researchpitch materialsclient presentationsoffering memorandaproposalsfinancial statementsMicrosoft ExcelMicrosoft PowerPointMicrosoft WordS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneThomson Loan Pricing ConnectorFactSet

Hard Skills

financial analysisfinancial modelingindustry researchcompany-specific researchpitch materialsclient presentationsoffering memorandaproposalsprivate and public financingsequityequity-linkeddebtmergers and acquisitionsfinancial statementscompany or industry analysisMicrosoft ExcelMicrosoft PowerPointMicrosoft WordS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneThomson Loan Pricing ConnectorFactSet

Soft Skills

persuasive communicationorganized communicationarticulate expression of ideasmanage several projects at onceteam playerstrategic thinkingfast-paced environment adaptabilityself-startingmaturityintegritypositive attitudehardworking attitudeattention to detailwork effectively as an individualwork effectively as part of multiple teams

Industry & Role

Industry Banking
Job Function Perform investment banking financial analysis, modeling, and client deliverables supporting corporate finance transactions
Role Subtype Financial Analyst

Keywords for Your Resume

Investment Banking AnalystInvestment Banking Analyst IIIAssociatecorporate financefinancial analysisfinancial modelingindustry and company-specific researchpitch materialsclient presentationsoffering memorandaproposalsprivate and public financingsequityequity-linkeddebtmergers and acquisitionsfinancial statementsMicrosoft ExcelMicrosoft PowerPointMicrosoft WordS&P CapitalIQS&P Leveraged CommentaryBloombergFactSetThomson OneThomson Loan Pricing Connector

Deal Breakers

Must have a minimum of 3 years of direct investment banking or transaction-related financial experience, Must demonstrate full command of Microsoft Excel, PowerPoint, and Word, Must be able to perform financial modeling and analysis with a solid understanding of financial statements

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