Investment Banking Senior Analyst - FSI

Citi; New York (NY); Sur place; USD 110 000 - 135 000; Plein temps

Résumé du poste

Citi in New York seeks an Investment Banking Senior Analyst to assist in raising funds and advising on mergers and other strategic transactions with the Institutional Banking team. The role also involves acting as an intermediary in trading for clients, supporting senior bankers on live deals.

The position emphasizes formulating investment strategies, building detailed financial models, and delivering clear, actionable client proposals while coordinating with teams across BCMA on live

Qualifications

• 2-5 years of relevant experience.
• Series 79 and 63 licenses within 150 days.
• Clear and concise written and verbal communication skills.
• Ability to work under pressure in a rapidly changing environment in order to meet deadlines.

Responsabilités

• Work with senior Banking, Capital Markets and Advisory officers and participate in client transactions as the junior member of the Investment Banking team.
• Organize and analyze sophisticated financial data used in client proposals and strategic plans.
• Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals.
• Conduct economic/financial research.
• Evaluate company’s financial performance compared to overall industry and market trends.
• Build complex financial models for valuation purposes.

Connaissances

Written and verbal communication

Work under pressure

Formation

Bachelor's degree/University degree or equivalent

Description du poste

The Investment Banking Senior Analyst 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 Senior Analyst 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

• Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
• Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
• Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
• Conduct economic/financial research
• Evaluate company’s financial performance compared to overall industry and market trends
• Build complex financial models for valuation purposes

Recommended Qualifications

• 2-5 years of relevant experience
• Series 79 and 63 licenses within 150 days
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work under pressure in a rapidly changing environment in order to meet deadlines

Education

• Bachelor's degree/University degree or equivalent experience

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

$110,000.00 - $135,000.00

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.

Anticipated Posting Close Date

Nov 10, 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

Equal Opportunity Employer Statement

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.