Banking Analyst-2

Citi; Mumbai; On-site; INR 500,000 - 900,000; Full time

Job summary

Citi in Mumbai is seeking a Banking Support Analyst to provide foundational support to Investment Banking teams. You will assist with data management, reporting, risk assessment, and compliance under guidance from senior staff.

The role involves preparing deal-related documentation, maintaining client and market databases, and supporting due diligence and the creation of presentation materials. 0-2 years of banking/finance experience is preferred.

Qualifications

• Bachelor's degree in finance, economics, business or related field.
• Proven ability to organize and manage data effectively.
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word).
• Excellent organizational, communication and interpersonal skills.

Responsibilities

• Assist in preparing documentation for potential deals under guidelines.
• Compile and summarize data related to client relationships and transaction history.
• Generate predefined market analysis reports and ensure timely delivery.
• Support development of presentation materials by formatting data and visuals.
• Maintain databases related to clients, transactions, market data and reports.
• Participate in due diligence and risk assessments by gathering documentation.
• Assist with deal-oriented and operational tasks and manage timelines.

Skills

Data management

Organizational skills

Communication

Interpersonal skills

Attention to detail

Education

Bachelor's degree in finance / economics / business

Tools

Microsoft Office Suite

Job description

The Banking Support Analyst plays a crucial role in providing reliable support to the Banking team by ensuring the efficient execution of various tasks. Working under the guidance of senior team members, the Banking Support Analyst assists with tasks related to data management, reporting, risk assessment, and compliance. The Analyst is responsible for assisting Investment Banking teams globally by providing foundational support for a wide range of transactions, including capital raises, mergers and acquisitions. The overall objective is to enhance the efficiency and effectiveness of the team by contributing specialized expertise and support across multiple banking functions.

Responsibilities:

• Team Support & Task Allocation: This role provides dedicated support to the Banking team. Specific duties, all performed under guidance, focus on efficient execution and may include:
  • Assisting to the preparation of documentation for potential deals, ensuring adherence to established guidelines.
  • Compiling and summarizing data related to client relationships and transaction history, ensuring accuracy and completeness.
  • Assisting in the generation of pre-defined reports for market analysis, ensuring timely delivery.
  • Supporting the development of presentation materials by formatting data and creating visuals.
  • Assisting in the maintenance of databases related to key contacts and client information, ensuring data integrity.
  • Contributing to the organization and distribution of market research reports, ensuring efficient dissemination of information.
• Assist in the collection, organization, and validation of data from various sources, ensuring data accuracy and integrity for reporting and analysis.
• Contribute to the creation of reports, presentations, and marketing materials for the Banking team, ensuring accuracy and consistency under close supervision.
• Assist in maintaining and updating databases related to clients, transactions, market data, and other relevant information.
• Support the team in conducting due diligence and preparing risk assessments by gathering and organizing documentation.
• Assist with deal-oriented and operational tasks, such as preparing documentation and managing project timelines.
• Collaborate with team members to improve data management processes and streamline workflows.
• Assist with other operational tasks as needed.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 0-2 years of relevant experience in banking, finance, or a related field.
• Demonstrated ability to execute tasks efficiently and accurately.
• Proven ability to organize and manage data effectively.
• Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Excellent organizational, communication, and interpersonal skills.
• Familiarity with financial markets and concepts, banking operations preferred.
• Commitment to maintaining data accuracy, confidentiality, and ethical standards.

Education:

• Bachelor's/University degree or equivalent experience in finance, economics, business administration, or a related field.

Job Family Group:

Institutional Banking

Job Family:

Investment Banking

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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 Citi’s EEO Policy Statement and the Know Your Rights poster.