Investment Banking Sr Associate - Insurance Sector

MN Climate Innovation Finance Authority (MNCIFA); New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

A leading company in the investment banking sector seeks a Senior Associate to assist Insurance Industry clients in raising capital. The candidate will execute business activities, mentor analysts, and provide strategic advisory services, requiring strong financial analysis skills and relevant experience. This full-time position is based in New York, offering a competitive salary and comprehensive employee benefits.

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.
• Experience in evaluating corporate transactions.
• Consistently demonstrates clear and concise written and verbal communication.

Responsibilities

• Assist in the execution of investment banking business activities.
• Leverage past experience to enhance M&A execution.
• Manage and mentor analysts, providing guidance and feedback.

Skills

Problem Solving

Organizational Skills

Communication Skills

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 in our Financial Industry Group (FIG) is an intermediate level position responsible for assisting Insurance Industry 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:

Apr 21, 2025

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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.

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