Investment Banking Sr Analyst - Financial Institutions

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

Benefits offered by this job

Medical, dental & vision

401(k)

Life, disability & accident insurance

Wellness programs

Paid time off

Holidays

Incentive awards

Job summary

Citi in New York is seeking an Investment Banking Senior Analyst to assist in raising funds in capital markets and to provide strategic advisory services for mergers, acquisitions and other financial transactions. You will work with the Institutional Banking team to support live deals and client transactions.

The role requires 2–5 years of relevant experience, appropriate licenses, and strong communication skills.

Qualifications

• 2-5 years of relevant investment banking experience.
• Series 79 and 63 licenses within 150 days of joining.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Ability to work under pressure in a rapidly changing environment to meet deadlines.
• Education: Bachelor's degree or equivalent experience.

Responsibilities

• Work with senior BCMA officers on client transactions as 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 vs. industry and market trends.
• Build complex financial models for valuation purposes.

Education

Bachelor's degree / University degree or equivalent experience

Tools

Series 79

Series 63

Job description

Job ID: 99221503584

Posted: 2026-08-21

Location: New York, New York, United States

Salary: $110,000.00 - $135,000.00

Category: Banking & International, Investment Banking, Entry Level

Company: Citi

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 team
• 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 of joining
• 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

Benefits:

Citi offers competitive employee benefits, including:

• 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)
• Paid holidays
• Discretionary and formulaic incentive and retention awards

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

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.

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.