Investment Banking Senior Analyst - M&A

Citi; New York (NY); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking an Investment Banking Senior Analyst for their New York office. This role involves assisting clients in capital raising and providing strategic advisory services for financial transactions within a dynamic investment banking environment.

The ideal candidate will possess a Bachelor's degree, relevant work experience, and necessary licenses, with strong analytical and communication skills. The position also offers a competitive salary range of $110,000.00 to $135,000.00 along with comprehensive benefits.

Qualifications

• 2-5 years of relevant experience in investment banking.
• Possession of Series 79 and 63 licenses.
• Ability to present information succinctly.

Responsibilities

• Organize and analyze financial data for client proposals.
• Evaluate companies’ financial performance relative to market trends.
• Prepare valuation materials for pitches and deals.

Skills

Financial data analysis

Valuation modeling

Communication skills

Economic research

Pressure handling

Education

Bachelor's degree or equivalent experience

Tools

Excel

Financial modeling software

Job description

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
• 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

Primary Location: New York, New York, United States

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.

EEO 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.