Investment Banking Associate - M&A & Capital Markets Lead

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

Job summary

Citi in New York seeks an Investment Banking Associate to support capital-raising and strategic advisory services for mergers and acquisitions, working with the Institutional Banking team. You will mentor analysts, manage information flow, and contribute to Citi’s franchise while ensuring risk controls and regulatory compliance.

Ideal candidates have 5–8 years in investment banking, finance-related degrees, and relevant licenses (Series 79/63). This is a full-time, on-site role in New York.

Qualifications

• 5-8 years of relevant experience.
• Bachelor’s degree in Finance or closely related areas of Business Administration.
• Master’s degree in Business Administration.
• Experience in evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Demonstrated problem solving and organizational skills.
• Excellent written and verbal communication.
• Series 79 and 63 licenses.

Responsibilities

• Assist in the execution of Citi’s Investment Banking business activities.
• Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities.
• Contribute to building Citi’s franchise.
• Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate.
• 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.

Skills

Financial analysis

M&A execution

Client development

Team leadership

Risk management

Communication

Education

Bachelor’s degree in Finance or related area

MBA

Tools

Series 79/63 licenses

Job description

Citi in New York seeks an Investment Banking Associate to support capital-raising and strategic advisory services for mergers and acquisitions, working with the Institutional Banking team. You will mentor analysts, manage information flow, and contribute to Citi’s franchise while ensuring risk controls and regulatory compliance.

Ideal candidates have 5–8 years in investment banking, finance-related degrees, and relevant licenses (Series 79/63). This is a full-time, on-site role in New York.