Execution Associate

Citigroup Inc.; New York (NY); On-site; USD 86,000 - 120,000; Full time

Job summary

Citigroup Inc. in New York is seeking a proactive Corporate Access professional to support the delivery of conferences, webcasts and roundtables for private companies and institutional clients.

You will collaborate with Corporate Access, Research, Equity Sales, Trading and Banking to ensure seamless event execution, client engagement and risk-aware decision making. The role emphasizes governance, quality and the Citi reputation across global markets.

Qualifications

• 1-5 years relevant experience
• Proven ability to deal with most problems independently and demonstrated experience solving complex problems
• Ability to integrate in-depth specialty area knowledge with a solid understanding of industry standards and practices
• Exceptional organizational skills
• Excellent written and verbal communication skills with the ability to convey ideas in a comprehensive manner
• Self-starter with an acumen to think and solve problems independently
• Commitment to quality and client satisfaction

Responsibilities

• Work closely with the Corporate Access team to deliver conferences and other events such as Webcasts, non-deal roadshows and roundtables including scheduling, agenda planning and invitation tracking
• Understand Citi systems and ways of working to effectively execute against objectives
• Work with sales, IB, ECM and other teams to develop and execute investor targeting strategies for corporates
• Collaborate with broader areas of Citi to maximize collaboration for complex events and coordinate with stakeholders with access to investors across banking
• Proactively identify solutions to problems and elevate issues as appropriate
• Coordinate with Legal, Compliance, Market Risk, Credit Risk, Audit and Finance to follow governance and control infrastructure
• Promote a culture of responsible finance, governance and ethics
• Assess risk/reward of transactions with consideration for the firm’s reputation
• Adhere to Citi’s Code of Conduct and supervision plans for Global Markets and Securities Services
• Follow all policies and procedures and maintain required registrations/licenses

Skills

Communication skills

Problem solving

Organizational skills

Self-starter

Client focus

Education

Bachelor’s/University degree or equivalent experience

Job description

Citi's Private Company Access team sits within Global Access Strategies Division within Client Group, connecting our institutional clients with private corporates, industry experts and theme related events, as part of our research advisory offering.

The whole team works closely with Research, Equity Sales, Trading, and Banking. Our objective is to build a strategy of engagement with private companies and in so doing, delivering a seamless client experience giving Citi the best possible chance of being mandated on private capital raising opportunities, IPOs and M&A opportunities. We are focused on working with other areas of Citi such as liquidity solutions, wealth and ventures to bring the one Citi franchise together for the benefit of our clients.

The team provides a comprehensive program of conferences, seminars and client events, either on enduring topics or through reacting rapidly to breaking news by marshalling key experts from Citi and tapping into external thought leaders.

This role is critical to the effective delivery and execution of events that the team puts together to connect private companies and investors. The successful candidate will work closely with the broader team to understand best practice to effectively manage all elements of the events.

The successful candidate will be crucial in giving both internal stakeholders and external clients a seamless experience. This requires close coordination with the corporate access team and the broader sales and banking teams.

The role requires meticulous attention to detail in making judgments and recommendations. This position frequently addresses variable issues with potentially broader business impact, necessitating professional judgment in interpreting data and results.

The role has a direct impact on client’s perception of Citi as a broader institution, so it is important the successful candidate is responsive and attentive to client requests.

Responsibilities:

• Work closely with the Corporate Access team to deliver conferences and other events such as Webcasts, non-deal roadshows and roundtables. This includes, but is not limited to:
  • 1-on-1 and group meeting scheduling
  • Agenda planning
  • Invitation tracking and sending
• Work to understand the Citi systems and ways of working to effectively execute against objectives.
• Works with sales, IB, ECM and other teams to develops and executes investor targeting strategies for corporates
• Work with broader areas of Citi to maximise collaboration for complex events. This includes working with all stakeholders with access to investors and across banking for corporate targeting
• Work constructively and proactively to find solutions to problems and elevate issues as appropriate
• Works with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to follow governance and control infrastructure
• Builds a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assesses risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
• Adheres to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• Adheres to all policies and procedures as defined by your role which will be communicated
• Obtains and maintains all registrations/licenses which are required for your role, within the appropriate timeframe
• 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.

Qualifications:

• 1-5 years previous relevant experience
• Proven ability to deal with most problems independently and demonstrated experience solving complex problems
• Ability to integrate in-depth specialty area knowledge with a solid understanding of industry standards and practices
• Exceptional organizational skills
• Excellent written and verbal communication skills with the ability to convey ideas in a comprehensive manner
• Self-starter with an acumen to think and solve problems independently
• Commitment to quality and client satisfaction

Education:

• Bachelor’s/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:

Institutional Sales

Job Family:

Corporate Access

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$86,330.00 - $120,470.00

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 and/or contact the recruiter.

Anticipated Posting Close Date:

Sep 28, 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.

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