Investment Banking Analyst - Consumer & Retail

Aplaro Ltd; New York (NY); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi in New York, NY is seeking an Investment Banking Analyst to support senior bankers in capital raising and advisory services, coordinating with Institutional Banking.

The role involves financial modelling, research, and preparing pitches; requires 2-5 years of experience, a Finance-related degree, and licenses Series 79/63; offers a competitive salary and comprehensive benefits.

Qualifications

• 2-5 years of relevant experience.
• Bachelor's degree in Finance or related area.
• Series 79 and 63 licenses required.
• Strong written and verbal communication skills.
• Ability to work under pressure in a fast-paced environment.

Responsibilities

• Assist in client transactions and live deals as junior member of the Investment Banking team.
• Organize and analyze sophisticated financial data for proposals and strategic plans.
• Prepare written recommendations, valuation materials and exhibits for pitches and live deals.
• Conduct economic/financial research.
• Build complex financial models for valuation purposes.

Skills

Experience 2-5 yrs

Series 79/63 licenses

Written & verbal communication

Under pressure

Education

Bachelor's degree in Finance

Job description

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

Responsibilities

• Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team
• Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
• Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
• Conduct economic/financial research
• Evaluate company’s financial performance compared to overall industry and market trends
• Build complex financial models for valuation purposes
• 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

• 2-5 years of relevant experience
• Bachelor's degree in Finance or closely related areas of Business Administration
• Series 79 and 63 licenses
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work under pressure in a rapidly changing environment in order to meet deadlines
• Education: Bachelor's degree/University degree or equivalent experience

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: $110,000.00 - $135,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

• 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: Jul 17, 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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