Investment Banking Sr Associate - Financial Institutions Group

Citibank (Switzerland) AG; New York (NY); On-site; Confidential; Full time

Job summary

Citi, a leading global financial services company, seeks an Investment Banking Senior Associate in New York to support advisory and capital markets transactions within the Financial Institutions Group. You will help drive M&A and capital-raising efforts while mentoring junior analysts in a fast-paced environment.

The role requires 5–8 years of relevant experience, strong financial analysis and communication skills, and Series 79/63 licenses within 150 days of joining.

Qualifications

• Bachelor’s degree/University degree or equivalent experience.
• Experience evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Demonstrated problem solving and organizational skills.
• Clear and concise written and verbal communication skills.
• Experience assisting with client development.
• Ability to work with teams and track business development.
• Series 79 and 63 licenses within 150 days of joining.

Responsibilities

• Assist in the execution of Citi’s Investment Banking business activities.
• Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities.
• Contribute to building Citi’s franchise.
• Manage and mentor analysts by providing detailed guidance and feedback.

Skills

Financial analysis

M&A execution

Team leadership

Communication skills

Business development support

Education

Bachelor’s degree in Finance or related

MBA

Job description

## Investment Banking Sr Associate - Financial Institutions GroupApplylocations: New York New York United Statestime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 10, 2026 (30+ days left to apply)job requisition id: 26981464The Investment Banking Senior Associate 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 Associate 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:*** Assist in the execution of Citi’s Investment Banking business activities* Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities* Contribute to building Citi’s franchise* Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate**Recommended Qualifications:*** 5-8 years of relevant experience* Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration* Experience in evaluating corporate transactions and structures* Experience creating financial analyses* Demonstrated problem solving and organizational skills* Consistently demonstrates clear and concise written and verbal communication skills* Experience assisting with client development* Ability to work with teams and track business development (collect research, analyze industry trends)* Series 79 and 63 licenses within 150 days of joining.**Education:*** Bachelor’s degree/University degree or equivalent experienceThis 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:**Institutional Banking------------------------------------------------------## **Job Family:**Investment Banking------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**New York New York United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$175,000.00 - $225,000.00In 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**Please see the requirements listed above.------------------------------------------------------## **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------## **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.*