Investment Banking Analyst - LMG

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

Benefits offered by this job

Medical, Dental & Vision

401(k)

Wellness programs

Paid time off

Job summary

The Investment Banking Analyst at Citi in New York, NY, is an intermediate level position supporting clients in raising funds and providing strategic advisory services for mergers and acquisitions and other transactions in coordination with the Institutional Banking team. You will act as an intermediary in trading for clients and help formulate investment strategies to raise capital.

The role requires 2–5 years of relevant experience, a Finance-related bachelor’s degree, and licenses Series 7,

Qualifications

• Bachelor's degree in Finance or closely related field is required.
• Series 7, 79 and 63 licenses within 150 days are required.
• Strong written and verbal communication skills; ability to work under pressure to meet deadlines.

Responsibilities

• Work with senior Corporate & Investment Bank officers on client transactions as the junior member of the 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.
• Evaluate financial performance vs. industry trends.
• Build complex financial models for valuation purposes.
• Ensure risk controls and compliance with laws and firm policies.

Skills

Financial analysis

Communication skills

Work under pressure

Client proposals

Education

Bachelor's degree in Finance or related field

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 7, 79 and 63 licenses within 150 days
• 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

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 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. 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. 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

Nov 10, 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 Opportunity and Accessibility

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.

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.