Investment Banking Senior Associate

Citi; New York (NY); Hybrid; USD 200,000 - 225,000; Full time

Benefits offered by this job

Discretionary incentives

Medical, dental & vision coverage

401(k)

Life, disability insurance

Paid time off

Job summary

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

The role provides strategic advisory services for mergers and acquisitions, supports capital raising activities, and coordinates with the Institutional Banking team across domestic and cross-border deals. Telecommuting/hybrid options may be permitted within Citi policies.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Engineering, or a related field.
• 5 years of experience in advisory services for large-capitalization clients.
• Executing transactions including divestitures and cross-border deals; analyzing public markets.
• Developing financial models for valuation and merger consequences; presenting findings to stakeholders.

Responsibilities

• Provide strategic advisory services for mergers, acquisitions, and other financial transactions.
• Support capital raising and coordination with Institutional Banking.
• Prepare client deliverables, analyses, and investor/presentation materials.
• Assist with research, industry trend analysis, and business development efforts.

Skills

M&A advisory

Financial modeling

Valuation analysis

Transaction execution

Public/company transactions

Education

Bachelor's degree in Finance, Economics, Business or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

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

DUTIES

Provides strategic advisory services for mergers, acquisitions, and other financial transactions, and supports clients in raising capital within the capital markets and in coordination with the Institutional Banking team. Acts as a strategic advisor to clients by formulating investment strategies, supporting transaction execution, and contributing to business development initiatives. Supports the execution of various phases of M&A transactions, including transaction analysis, due diligence coordination, and preparation of client deliverables. Advises clients, senior-level team members, and external professional advisors on M&A transactions and related financial matters. Prepares and drafts situation analyses, pitch materials, information memoranda, and investor and management presentations. Supports the evaluation of corporate transactions and structures, performs financial analyses, and contributes to the development of investment strategies and capital-raising solutions. Supports client development efforts with existing and prospective clients by conducting research, analyzing industry trends, and assisting with transaction-related presentations and materials. Provides technical support to analysts, assists with information flow coordination, and contributes to maintaining high-quality analytical and presentation standards throughout transaction execution. May also serve as an intermediary in trading activities for clients, as applicable. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

REQUIREMENTS

Bachelor’s degree, or foreign equivalent, in Finance, Economics, Business Engineering, or a related field, and five (5) years of experience in the job offered or in a related finance occupation providing advisory services to large-capitalization corporate and private equity clients within the financial services industry. Five (5) years of experience must include: Executing transactions for public and private companies, including divestitures, financial restructurings, and cross-border transactions across multiple industries; Analyzing transactions involving public markets and publicly listed companies using financial and valuation data; Developing financial models to perform valuation analysis, merger consequence analysis, and financial trend analysis; Preparing written financial analyses and presenting valuation conclusions to internal stakeholders and clients to support transaction decision-making; Using Microsoft Excel to build financial models and using Microsoft PowerPoint to prepare transaction presentations, including confidential information memoranda, teasers, and investor relations materials; and Reviewing deal-related legal documentation, including purchase agreements, term sheets, and transition services agreements. 40 hrs./wk. 10% travel required, domestic and international. EO Employer.

Wage Range: $200,000.00 to $225,000.00

Job Family Group

Institutional Banking

Job Family

Investment Banking

Time Type

Full time

Primary Location

New York New York United States

• discretionary and formulaic incentive and retention awards
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• 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

Wholesale Lending Operations Management.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Oct 27, 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.

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