Director, Banker, Mergers & Acquisitions (M&A)

Citi; New York (NY); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, accident, and disability ins.

Wellness programs

Paid time off

Job summary

Citi in New York is seeking a senior Banker to advise clients on capital markets and strategic advisory services, including M&A and financing. You will coordinate with Institutional Banking to raise capital, manage regulatory risk, and mentor junior bankers.

The role emphasizes building client relationships, ensuring ethical standards, and delivering sophisticated financial solutions in a dynamic market environment.

Qualifications

• 15+ years of relevant experience.
• Experience in people management.
• Bachelor’s degree in Finance or closely related areas of Business Administration preferred.
• Master’s degree in Business Administration preferred.
• Experience working in an investment banking institution(s).
• Demonstrated ability to remain unbiased in a diverse working environment.
• Series 79 and 63 licenses.

Responsibilities

• Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities and contribute to Citi's franchise.
• Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals.
• Ensure proposed client solutions meet or exceed internal risk and return standards, including ethical standards.
• Anticipate future changes in the marketplace.
• Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, currency).
• Serve as a mentor to junior Bankers and support career trajectories for junior staff.
• Build client relationships by providing sophisticated financial solutions tailored to clients' needs and acting as a content provider on market trends.
• Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions.
• Appropriately assess risk when business decisions are made, safeguarding Citi and its assets.

Skills

Investment banking experience

People management

Strong communication

Education

Bachelor’s degree in Finance or related field

Master’s degree preferred

Tools

Series 79

Series 63

Job description

The 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 Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

• Leverage past investment banking or related experience to enhance Mergers and Acquisitions (M&A) execution and capital raising capabilities and contribute to building Citi's franchise
• Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
• Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards,
• Anticipate future changes in the marketplace
• Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.)
• Serve as a mentor to junior Bankers, execute staffing models that support business needs and career trajectories for junior staff
• Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends
• Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions
• 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.

Recommended Qualifications:

• 15+ years of relevant experience
• Experience in people management
• Bachelor’s degree in Finance or closely related areas of Business Administration preferred
• Master’s degree in Business Administration preferred
• Experience working in an investment banking institution(s)
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated ability to remain unbiased in a diverse working environment
• Series 79 and 63 licenses

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Job Family Group:

Institutional Banking

Job Family:

Investment Banking

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

In addition to salary, 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; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above

Anticipated Posting Close Date:

Sep 07, 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

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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.