Institutional Sales & Strategy Analyst

Citigroup Inc.; New York (NY); On-site; USD 99,000 - 148,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi, based in New York, seeks an AVP in the North America Client Management team within Financial Institutions Sales & Client Strategy to identify revenue opportunities and translate market intelligence into winning client conversations.

You will collaborate with senior sales teams, analyze client data, and leverage AI tools to sharpen insights and drive revenue growth across banks, hedge funds, asset managers, pension funds, and insurers.

Qualifications

• 1–3 years of experience in capital markets sales, client coverage, trading, research, or a closely related financial services role.
• Understanding of global financial markets and institutional asset classes.

Responsibilities

• Synthesize internal client data alongside external market intelligence to find revenue opportunities with institutional clients leveraging AI and other tools.
• Analyze institutional client trading patterns and flow data to identify untapped revenue pools.
• Connect the dots on understanding client's business model, investment mandate, risk appetite, and competitive landscape to help sales teams have more informed, value-added conversations.
• Track client activity, market events, and competitive dynamics to surface timely, relevant opportunities and talking points for the sales team.
• Conduct deep-dive analyses on specific client segments or product verticals to inform strategic business reviews and senior management decision-making.
• Gather & communicate client intelligence that track relationship health, product penetration, and coverage effectiveness with a focus on revenue optimization.
• Create alerts and triggers that notify coverage teams of material changes in client behavior, market positioning, or competitive risk — enabling proactive outreach.
• Support preparation of executive communications and senior stakeholder updates.
• Collaborate closely with internal product and technology teams to connect client needs with Citi's Markets capabilities.
• Contribute to the development of internal tools and workflows that make the FI sales team more effective and efficient.

Skills

Commercial instinct

Communication skills

Storytelling

Presentation skills

Analytical thinking

Team collaboration

Education

Bachelor's degree in quantitative or business discipline

Tools

Gemini

Claude

Copilot

Python

SQL

Tableau

Job description

Citi, based in New York, seeks an AVP in the North America Client Management team within Financial Institutions Sales & Client Strategy to identify revenue opportunities and translate market intelligence into winning client conversations.

You will collaborate with senior sales teams, analyze client data, and leverage AI tools to sharpen insights and drive revenue growth across banks, hedge funds, asset managers, pension funds, and insurers.