Investment Banking Associate/ Senior Associate, Mergers and Acquisitions (\"M&A\")

Citi; New York (NY); Presencial; USD 175.000 - 225.000; Jornada completa

Descripción de la vacante

Citi is seeking an Investment Banking Associate in New York to support capital raising, M&A execution, and strategic advisory that aligns with the Institutional Banking team. The role leverages prior investment banking experience to advise clients and execute transactions while mentoring analysts.

The ideal candidate has 5–8 years in the field, a Finance-related degree (MBA preferred), and licenses Series 79 and 63. The position is full-time with competitive compensation in New York.

Formación

• 5–8 years of relevant investment banking experience.
• Bachelor’s degree in Finance or related field; MBA preferred.
• Experience evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Strong written and verbal communication skills.
• Experience assisting with client development.
• Ability to work with teams and track business development.
• Series 79 and 63 licenses.

Responsabilidades

• Assist in the execution of Citi’s Investment Banking business activities.
• Leverage past investment banking experience to enhance M&A execution and capital raising.
• Contribute to building Citi’s franchise.
• Manage and mentor analysts, provide guidance and feedback.
• Assess risk and ensure compliance, safeguarding Citi and clients.

Conocimientos

Relevant investment banking experience

Clear written and verbal communication

Problem solving and organizational

Client development experience

Team collaboration and business sense

Risk awareness and compliance

Mentorship and guidance to analysts

Educación

Bachelor’s degree in Finance or related field

MBA or related master's degree

Herramientas

Series 79 license

Series 63 license

Descripción del empleo

The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

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.

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
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience assisting with client development
• Ability to work with teams and track business development (collect research, analyze industry trends)
• Series 79 and 63 licenses

Education

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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.

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.

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