Investment Banking Sr Associate

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

Job summary

Citigroup Global Markets Inc. in New York, NY seeks an Investment Banking Sr Associate to support client engagements through financial modelling, valuation analyses, and transaction materials. You will develop pitchbooks and CIMs, contribute to strategic messaging, and coordinate with clients and external advisors to execute M&A and financing deals.

A hybrid telecommuting option may be available. Requirements include a Bachelor's degree and at least three years of relevant experience in

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Three years of experience in financial data analysis.
• Experience with valuation analyses and M&A transaction support.
• Ability to prepare client materials and communicate findings.

Responsibilities

• Prepare, analyze, and refine financial models, valuation analyses, research, and transaction materials.
• Develop client presentation materials (pitchbooks, CIMs, management presentations, board materials).
• Execute M&A and capital-raising transactions and coordinate with clients and external advisors.
• Present analytical findings and recommendations to senior bankers and clients.

Skills

Financial data analysis

Valuation analyses

M&A modelling

Client presentations

Education

Bachelor's degree

Job description

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

DUTIES: Prepare, analyze, and refine financial models, valuation analyses, research, and transaction materials to support client engagements, ensuring accuracy, consistency, and completeness prior to client delivery. Contribute subject-matter expertise through knowledge sharing and collaboration with team members on analytical approaches and best practices. Support business development and client relationship efforts by monitoring market activity, preparing thematic industry analyses, and contributing analytical insights for prospective opportunities; participate in client calls and discussions as a technical and analytical contributor. Develop client presentation materials, including pitchbooks, confidential information memoranda (CIMs), management presentations, and board and investor materials; contribute to the development of key messages and analytical positioning in collaboration with senior bankers. Execute M&A and capital-raising transactions by independently owning assigned analytical workstreams and coordinating directly with clients and external advisors, including legal, accounting, and financing counterparts, in support of transaction execution. Present analytical findings, transaction alternatives, and data-driven recommendations to senior bankers and clients through written materials and verbal discussions. Apply Citi's internal risk management policies, committee processes, and product frameworks to support complex transaction approvals, acquisition financings, and strategic advisory engagements. 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 Administration, or a related field, and three (3) years of experience in the job offered or in a related financial occupation performing financial data analysis. Three (3) years of experience must include: Utilizing information in corporate financial statements and understanding the economic essence of important classes of complex business transactions; Analyzing companies’ accounting policies to determine impact of transactions on its primary financial statements; Evaluating operations, business plans, and financial and economic forecasts to produce strategic and financial analyses relating to the execution of mergers and acquisitions (M&A) and the pro forma impact of the transaction; Performing complex financial modelling for valuation purposes, including building leverage buyout models, merger models, sum-of-the- parts models, discounted cash flow models, comparable company analysis, and precedent transaction analysis; Supporting execution of public mergers and acquisitions transactions by performing transaction analysis, conducting public company due diligence, and contributing to valuation analyses, process strategy materials, and shareholder communications; and Analyzing and interpreting financial statements and credit rating analysis based on public rating agency methodologies including S&P and Moody’s.

40 hrs./wk.

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

Primary Location Full Time Salary Range

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.

Most Relevant Skills

Wholesale Lending Operations Management.

Other Relevant Skills

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

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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