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.
Location: New York, New York, United States
$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 insura