Banker

Citi; Houston (TX); On-site; USD 247,500 - 302,500; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Paid holidays

Job summary

Citigroup Global Markets Inc. in Houston, TX seeks a Banker to lead project execution, client engagements, and financing transactions.

You will guide due diligence, drafting, and investor presentations, coordinating with senior team members and outside advisors on M&A and special situations. The role requires strong financial analysis, modelling, valuation, and advisory capabilities, with a robust track record in capital markets and strategic advisory.

Qualifications

• Bachelor’s degree or foreign equivalent in Finance, Business Administration, or related field, plus six (6) years of relevant experience.
• Alternative: Master’s degree with four (4) years of experience accepted.

Responsibilities

• Execute project and transaction processes from planning to closing.
• Lead due diligence, drafting sessions, and information memoranda for equity or debt offerings.
• Provide advisory services on corporate finance topics including M&A, valuation, capital deployment and risk management.
• Draft pitch materials, investor presentations, and manage analysts on engagements.
• May permit telecommuting or hybrid work within commuting distance as Citi policies allow.

Skills

Financial analysis

Financial modelling

Valuation

Credit underwriting

M&A advisory

Capital deployment

Capital raising

Risk management

Deal drafting

Client advisory

Education

Bachelor’s degree in Finance, Business Administration, or related field

Master’s degree in Finance or related field

Job description

Citigroup Global Markets Inc. seeks a Banker for its Houston, TX location.

DUTIES

Responsible 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. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

REQUIREMENTS

Bachelor’s degree, or foreign equivalent, in Finance, Business Administration, or a related field, and six (6) years of experience in the job offered or in a related finance occupation performing the various phases of project and transaction execution. Six (6) years of experience must include: Performing financial analysis, financial modelling, valuation, credit underwriting and strategic advisory; Providing advisory services on corporate finance topics including mergers and acquisitions (M&A), valuation, capital deployment, capital raising, and risk management; Managing projects related to strategic advisory, credit underwriting, and capital markets transactions; Executing transactions, driving business development efforts, and contributing to franchise growth; Analyzing and interpreting financial statements, equity research, economic data, credit rating reports, accounting, and business diligence, in support of client transactions and advisory assignments; Working closely with clients, senior-level team members and outside professional advisors on Midstream sell side and buy-side M&A transactions; and Drafting situation analyses, pitch materials, information memoranda, and investor and management presentations. In the alternative, employer will accept Master’s degree, or foreign equivalent, and four (4) years of experience. Employer will accept pre- or post- master’s degree experience.

40 hrs./wk.

Wage Range: $275,000.00 to $275,000.00

Job Family Group: Institutional Banking

Job Family: Investment Banking

Time Type: Full time

Primary Location: Houston Texas United States

Primary Location Full Time Salary Range:

Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including:

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs

Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Anticipated Posting Close Date: Sept 11, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Equal Employment Opportunity

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.

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