Investment Banking Vice President, Mergers & Acquisitions ("M&A") - New York

BMO Harris Bank; New York (NY); On-site; USD 250,000 - 275,000; Full time

Job summary

An established industry player is seeking a seasoned Banker to join their Institutional Banking team. This pivotal role involves advising clients on capital raising strategies and executing complex financial transactions. You will collaborate closely with clients and senior team members, guiding them through mergers, acquisitions, and financing processes. The ideal candidate will possess a deep understanding of the corporate banking landscape, coupled with exceptional communication skills and a strong analytical mindset. If you are ready to take on significant responsibilities and drive business growth, this opportunity is perfect for you.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

401(k) Plan

Life Insurance

Disability Insurance

Wellness Programs

Paid Time Off

Sick Leave

Paid Holidays

Qualifications

• 6-10 years of experience in Financial Services, specifically Banking.
• Strong communication skills and knowledge of capital markets.

Responsibilities

• Lead financing transactions and guide clients through capital raising.
• Draft pitch materials and oversee analysts' work on projects.

Skills

Financial Services Experience

Communication Skills

Capital Markets Knowledge

M&A Transactions

Client Management

Analytical Skills

Education

Bachelor's Degree in Finance

Master's Degree in Business

Job description

The Banker is a senior 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 VP Banker 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:

• Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
• Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
• Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
• Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

Qualifications:

• 6-10 years of experience
• Experience in the Financial Services industry, specifically within Banking
• Degree in Finance or closely related areas of Business Administration
• MBA or Master's Degree in Business preferred
• Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
• Series 7 and 63 preferred

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

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: $250,000.00 - $275,000.00

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.

Anticipated Posting Close Date: Aug 08, 2025

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.

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