Investment Banking Associate - Power

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

Benefits offered by this job

Hybrid work model

Mentorship from senior bankers

Global Citi network

Well-being benefits

Performance-driven culture

Job summary

Citi in New York is seeking an Investment Banking Associate to join the Institutional Banking team, advising clients on mergers, acquisitions, capital raising, and other strategic transactions. You will contribute to high-impact advisory and execution across capital markets.

The role offers hybrid work, mentorship from senior bankers, exposure to complex deals, and a path to leadership within Citi's global investment banking franchise.

Qualifications

• 5–8 years of experience in investment banking or a closely related financial advisory role.
• Bachelor's degree in Finance, Business Administration, or an equivalent field.
• Proficiency in building and interpreting financial analyses to support transaction and client advisory work.
• Series 79 and Series 63 licenses, current or ability to obtain.
• Clear and concise written and verbal communication skills, with the ability to present complex financial information to clients and senior stakeholders.
• Ability to work collaboratively across teams, manage competing priorities, and maintain quality under tight deadlines.

Responsibilities

• Execute investment banking transactions across M&A advisory and capital markets, managing deal timelines, workstreams, and client deliverables from mandate to close.
• Advise clients on strategic financial transactions by developing investment recommendations and supporting capital raising activities in coordination with the Institutional Banking team.
• Build and maintain financial models and analyses to evaluate corporate transactions, deal structures, and market opportunities.
• Act as intermediary in client trading activities, supporting transaction execution and ensuring accurate information flow throughout the process.
• Mentor and guide junior analysts by providing structured feedback, managing information flow, and supporting their professional development on live transactions.
• Contribute to the growth of Citi's investment banking franchise by supporting client development efforts and tracking business development opportunities through industry research and trend analysis.
• Assess risk and apply sound judgement in business decisions, ensuring compliance with applicable regulations and maintaining the highest standards of ethical conduct.

Skills

Investment banking

Financial analysis

Client advisory

Regulatory compliance

Series 79/63 licenses

Education

Bachelor's degree in Finance or Business Administration

MBA or equivalent (beneficial)

Job description

Citi is looking for an Investment Banking Associate to join its Institutional Banking team, playing a central role in advising clients on mergers, acquisitions, capital raising, and other strategic financial transactions. This is an opportunity to work at the heart of Citi's investment banking franchise, delivering high-impact advisory and execution support to clients across capital markets. If you are ready to deepen your expertise in M&A and capital markets while contributing to one of the world's leading financial institutions, this role offers the platform to do it.

Responsibilities

• Execute investment banking transactions across M&A advisory and capital markets, managing deal timelines, workstreams, and client deliverables from mandate to close.
• Advise clients on strategic financial transactions by developing investment recommendations and supporting capital raising activities in coordination with the Institutional Banking team.
• Build and maintain financial models and analyses to evaluate corporate transactions, deal structures, and market opportunities.
• Act as intermediary in client trading activities, supporting transaction execution and ensuring accurate information flow throughout the process.
• Mentor and guide junior analysts by providing structured feedback, managing information flow, and supporting their professional development on live transactions.
• Contribute to the growth of Citi's investment banking franchise by supporting client development efforts and tracking business development opportunities through industry research and trend analysis.
• Assess risk and apply sound judgement in business decisions, ensuring compliance with applicable regulations and maintaining the highest standards of ethical conduct.

Required Qualifications & Skills

• 5 to 8 years of experience in investment banking or a closely related financial advisory role.
• Bachelor's degree in Finance, Business Administration, or an equivalent field.
• Demonstrated ability to evaluate corporate transactions and structures, with practical experience across deal types.
• Proficiency in building and interpreting financial analyses to support transaction and client advisory work.
• Series 79 and Series 63 licenses, current or ability to obtain
• Clear and concise written and verbal communication skills, with the ability to present complex financial information to clients and senior stakeholders.
• Ability to work collaboratively across teams, manage competing priorities, and maintain quality under tight deadlines.

Beneficial Skills & Qualifications

• Master's degree in Business Administration (MBA) or equivalent postgraduate qualification.
• Experience supporting client development and business origination in an investment banking context.
• Familiarity with tracking industry trends and conducting sector-level research to inform business development strategy.

What We Offer

At Citi, Investment Banking Associates work in a high-performing, collaborative environment where your contributions directly shape client outcomes and the continued growth of the franchise. You will have access to development opportunities, senior leadership exposure, and the resources of one of the world's most connected financial institutions.

• Hybrid working model with 3 days in the office and 2 days working remotely, providing flexibility alongside team collaboration.
• Exposure to complex, high-profile transactions across M&A and capital markets, building breadth and depth of deal experience.
• Direct mentorship and collaboration with senior investment banking professionals, supporting your continued professional growth.
• Access to Citi's global network and institutional relationships, enabling meaningful client impact from day one.
• Ongoing learning and development resources, including structured training and on-the-job stretch opportunities.
• Comprehensive well-being support and financial benefits designed to help you thrive inside and outside of work.
• A performance-driven culture that recognizes results, rewards contribution, and supports long-term career progression.

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

Nov 02, 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

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.