Investment Banking Analyst – M&A & Capital Markets

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 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,