Investment Banking Senior Associate

National Black MBA Association; New York (NY); Hybrid; USD 200,000 - 225,000; Full time

Job summary

An established industry player is seeking a skilled Investment Banking Senior Associate to join their dynamic team in New York. This role involves analyzing financial statements, performing valuations, and executing complex transactions for corporate clients in Latin America. The ideal candidate will bring a strong background in investment banking, with expertise in financial modeling and credit analysis. You will have the opportunity to work on high-profile IPOs, M&A, and structured finance products while collaborating with a talented team. If you are passionate about finance and eager to make a significant impact, this position is perfect for you.

Benefits

Health Coverage

401(k)

Insurance

Wellness Programs

Paid Time Off

Qualifications

• 3+ years in investment banking with large LATAM corporate clients.
• Experience executing IPOs, SPACs, and M&A transactions.

Responsibilities

• Analyze financial statements and perform valuations for LATAM clients.
• Conduct credit analysis and monitor macroeconomic factors.

Skills

Financial Analysis

Valuation Techniques

Credit Analysis

Financial Modeling

Project Management

Education

Bachelor's degree in Business Administration

Bachelor's degree in Economics

Bachelor's degree in Finance

Tools

FactSet

Bloomberg Terminal

Capital IQ

Microsoft Office

Job description

Citigroup Global Markets Inc. seeks an Investment Banking Senior Associate for its New York, New York location.

Duties:

1. Analyze companies’ financial statements and perform valuations through Discounted Cash Flow Analysis, Comparable Companies, and Precedent Transactions, focusing on LATAM corporate and institutional clients and international corporations investing in Latin America.
2. Perform financial modeling and assess valuation drivers considering Latin America’s economic dynamics.
3. Conduct credit analysis of emerging markets companies, considering currency exposure, inflation, and political risks.
4. Analyze structured finance products related to borrowing base facilities and trade finance.
5. Support client development by creating detailed financial analyses, valuation models, and synergy analyses to guide pricing strategies.
6. Execute IPOs, SPACs, DeSPACs, M&A, and Private Placements.
7. Monitor macroeconomic factors in Latin America and domestic markets to anticipate trends.
8. Utilize FactSet, Bloomberg Terminal, and Capital IQ for investment banking analyses.
9. Manage team communications on M&A advisory, including preparing pitch materials, conflict clearance, NDAs, and business memos across industries in Latin America and the Caribbean.
10. Assist in preparing marketing materials and strategic approaches using microeconomic concepts.
11. Evaluate legal documents such as non-binding offers, NDAs, and governance term sheets, considering local Latin American jurisdictions.
12. Work on a hybrid schedule as permitted by Citi policies, within a commutable distance from the worksite.

Requirements:

• Bachelor’s degree in Business Administration, Economics, Finance, or related field.
• 3 years of experience in investment banking or related roles involving large corporate clients in LATAM, including valuation, credit analysis, financial modeling, and project management.
• At least 1 year of experience executing IPOs, SPACs, DeSPACs, M&A, Private Placements, structured finance products, and using Capital IQ and FactSet.
• Proficiency with Bloomberg Terminal and Microsoft Office tools.
• Up to 5% travel required.
• Application submissions via https://jobs.citi.com/ referencing Job ID #25853531.

Wage Range: $200,000 to $225,000

Job Family Group: Institutional Banking

Job Family: Investment Banking

Time Type: Full time

Primary Location: New York, NY, United States

Additional benefits include competitive salary, incentives, health coverage, 401(k), insurance, wellness programs, paid time off, and more. For details, visit citibenefits.com.

Anticipated Posting Close Date: Jun 03, 2025

Citi is an equal opportunity employer, committed to diversity and inclusion. Qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.