Investment Banking Sr Analyst - Financial Institutions

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

Job summary

Citi in New York seeks an Investment Banking Senior Analyst to support clients raising capital and providing strategic advisory on mergers, acquisitions, and other transactions with the Institutional Banking team.

You will analyze data, build models, prepare pitches, and work with senior bankers to deliver timely, accurate recommendations in a fast-paced environment.

Qualifications

• 2-5 years of experience in investment banking or related field.
• Series 79 and 63 licenses within 150 days of joining.
• Bachelor's degree or equivalent experience.

Responsibilities

• Assist senior officers on client transactions and projects as junior member.
• Organize and analyze sophisticated financial data for proposals and strategic plans.
• Prepare written recommendations, valuation materials and exhibits for pitches and live deals.
• Conduct economic/financial research.
• Evaluate company performance vs industry trends.
• Build complex valuation models.

Skills

Financial modeling

Financial analysis

Communication skills

Work under pressure

Team collaboration

Education

Bachelor's degree

Tools

Series 79/63 licenses

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

• 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

• Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:

Job Family:

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:

Oct 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

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.