Investment Banking Sr Associate - Financial Institutions Group

Citi; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

Citi is seeking an Investment Banking Senior Associate in New York to support client engagements across capital markets, M&A, and related advisory services within the Institutional Banking team.

The role involves executing Citi’s investment banking activities, mentoring analysts, and contributing to deal execution while leveraging prior experience in capital markets and finance. Strong communication and teamwork are essential.

Qualifications

• 5-8 years of relevant experience.
• Bachelor’s degree in Finance or related fields; MBA preferred.
• Experience in 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 (collect research, analyze industry trends).
• 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, managing information flow, and providing credit and exposure information to analyst, as appropriate.

Skills

Financial analysis

M&A execution

Team mentoring

Client development

Communication skills

Industry research

Credit & exposure information

Problem solving

Education

Bachelor’s degree in Finance or related field

MBA

Job description

The 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 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:

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 - $225,000.00

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.

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

Anticipated Posting Close Date:

Oct 10, 2026

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.