Investment Banking Associate - Communications

Citi; New York (NY); Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Hybrid working model

Structured learning programs

Global exposure

Wellbeing initiatives

Job summary

Citi is seeking an Investment Banking Associate in New York to drive strategic advisory and capital markets solutions for clients across M&A and financing mandates. You will analyze transactions, mentor analysts, and contribute to pitches while ensuring regulatory compliance and strong client service. This role sits in a global, market-leading bank.

The position offers a hybrid work model with exposure to cross-border deals and a path to leadership within Institutional Banking.

Qualifications

• 5 to 8 years of experience in investment banking or a closely related financial services role.
• Demonstrated ability to evaluate corporate transactions and financial structures across a range of deal types.
• Track record of building detailed financial analyses to support strategic decision-making in a client-facing context.
• Clear and effective written and verbal communication skills, with the ability to present complex financial information concisely to clients and senior stakeholders.
• Series 79 and Series 63 licenses, current or ability to obtain.
• Bachelor's degree in Finance, Business Administration, or a closely related discipline.

Responsibilities

• Execute investment banking transactions across M&A and capital raising mandates, ensuring high-quality delivery at each stage of the deal lifecycle.
• Advise clients on strategic financial transactions, including mergers, acquisitions, and capital markets activity, serving as a key point of contact throughout the process.
• Develop and review financial analyses and transaction models to support client recommendations and deal structuring decisions.
• Guide and mentor analysts, providing clear direction, structured feedback, and appropriate information flow to support their development and deal execution contributions.
• Contribute to client development efforts by identifying opportunities, supporting pitches, and helping to build and sustain long-term client relationships.
• Track industry trends and competitive dynamics to inform business development strategy and strengthen Citi's market position.
• Evaluate risk considerations in business decisions, ensuring that client activity and internal practices align with applicable regulations, firm policies, and sound ethical standards.

Skills

Investment banking

Transaction evaluation

Financial modeling

Communication skills

Series 79/63

Education

Bachelor's degree in Finance/Business

MBA (Beneficial)

Job description

Citi is looking for an Investment Banking Associate to join its Institutional Banking team and play a central role in delivering strategic advisory services and capital markets solutions to clients. In this position, you will act as a trusted advisor to clients across mergers, acquisitions, and capital raising transactions, combining analytical rigor with relationship expertise to drive meaningful outcomes. This is an opportunity to build on your investment banking experience within a global financial institution that operates at the highest levels of the market.

Responsibilities

• Execute investment banking transactions across M&A and capital raising mandates, ensuring high-quality delivery at each stage of the deal lifecycle.
• Advise clients on strategic financial transactions, including mergers, acquisitions, and capital markets activity, serving as a key point of contact throughout the process.
• Develop and review financial analyses and transaction models to support client recommendations and deal structuring decisions.
• Guide and mentor analysts, providing clear direction, structured feedback, and appropriate information flow to support their development and deal execution contributions.
• Contribute to client development efforts by identifying opportunities, supporting pitches, and helping to build and sustain long-term client relationships.
• Track industry trends and competitive dynamics to inform business development strategy and strengthen Citi's market position.
• Evaluate risk considerations in business decisions, ensuring that client activity and internal practices align with applicable regulations, firm policies, and sound ethical standards.

Required Qualifications & Skills

• 5 to 8 years of experience in investment banking or a closely related financial services role.
• Demonstrated ability to evaluate corporate transactions and financial structures across a range of deal types.
• Track record of building detailed financial analyses to support strategic decision-making in a client-facing context.
• Clear and effective written and verbal communication skills, with the ability to present complex financial information concisely to clients and senior stakeholders.
• Series 79 and Series 63 licenses, current or ability to obtain.
• Bachelor's degree in Finance, Business Administration, or a closely related discipline.

Beneficial Skills & Qualifications

• Master’s degree in Business Administration, providing a strong foundation in corporate finance and strategic thinking.
• Experience supporting client development activities, including market research, industry analysis, and pipeline tracking.
• Ability to manage multiple workstreams across cross-functional teams in a fast-paced deal environment.

What We Offer

At Citi, you will work alongside experienced professionals on high-impact transactions within a globally connected team. We offer a collaborative, performance-driven environment where your contributions directly influence client outcomes and business growth. Alongside meaningful work, you will have access to a range of benefits designed to support your professional development and personal wellbeing.

• Hybrid working model with 3 days in the office and 2 days working remotely, supporting effective collaboration and flexibility.
• Access to structured learning and development programs to help you advance your career within investment banking.
• Exposure to global transactions and cross-border mandates, offering breadth of experience across markets and industries.
• Wellbeing support and work-life balance initiatives designed to help you perform at your best.
• Competitive compensation and financial wellbeing benefits commensurate with your experience and contribution.

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

$175,000.00 - $225,000.00

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; 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

Oct 07, 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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