Investment Banking Sr. Associate - Healthcare

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

Job summary

A leading bank is seeking an Investment Banking Senior Associate to assist clients in raising capital and providing strategic advisory services. The role involves executing investment banking activities, mentoring analysts, and evaluating corporate transactions. The ideal candidate will possess a strong background in finance, excellent communication skills, and relevant licenses.

Benefits

Medical, dental & vision coverage

401(k) plan

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• 5-8 years of relevant experience in investment banking or related fields.
• Demonstrated ability to evaluate corporate transactions and create financial analyses.
• Experience mentoring analysts and enhancing M&A execution.

Responsibilities

• Assist in executing Investment Banking business activities.
• Leverage past experience to enhance capital raising capabilities.
• Manage and mentor analysts with feedback and guidance.

Skills

Problem Solving

Organizational Skills

Communication Skills

Client Development

Education

Bachelor's degree in Finance

Master's degree in Business Administration

Tools

Series 79 and 63 licenses

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

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
  

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.

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Job Family Group:

Institutional Banking

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Job Family:

Investment Banking

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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Anticipated Posting Close Date:

May 13, 2025

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