M&A Senior Lead Analyst - Senior Vice President

Citibank (Switzerland) AG; New York, Northern (NY, KY); Hybrid; Confidential; Full time

Job summary

Citi in New York seeks a Senior Lead Analyst for Mergers & Acquisitions to manage day-to-day execution of acquisitions and divestitures, under the guidance of a Managing Director and/or Director. You will oversee financial analysis, due diligence coordination, and the presentation of key business and legal issues to senior management.

The role requires strong modeling, strategic thinking, and ability to coordinate with legal, finance, tax and other teams to drive successful transactions and

Qualifications

• Assessment, credible challenge, financial acumen required.
• Experience with management reporting and risk management.
• Strong analytical and financial modeling capabilities.

Responsibilities

• Participates in assessing and executing strategic transactions for Citi.
• Identifies and analyzes strategic targets and coordinates outreach.
• Develops financial models and projections for valuations and scenarios.
• Coordinates due diligence, prepares materials for management review and board discussions.
• Supports closing, integration, and post-transaction reporting across functions.

Skills

Financial acumen

Assessment

Credible challenge

Management reporting

Risk management

Job description

Corporate Mergers and Acquisitions (M&A) provides internal advisory and deal execution services to executives and business heads throughout the organization, including close collaboration with legal, finance/accounting, tax and other areas for all business units and geographies across Citigroup and its subsidiaries. Projects include acquisitions and other expansionary transactions, divestitures, transaction management, corporate valuation, sell-side auctions, exploratory M&A analysis and advisement of senior executives and Board of Directors and completion of the Separability workstream for Citi’s annual recovery and resolution plans (RRP). The M&A Sr. Lead Analyst has day-to-day project management responsibility for the execution of acquisitions and divestitures, and the other similar projects in support of a Managing Director and/or Director. The role requires overseeing the financial analysis, preparation and evaluation of marketing materials, coordination of due diligence including preparation of the management team for due diligence, analysis and review of key transaction issues with all Citigroup functional team leaders, and presentation of key business/legal issues and financial impact of the contemplated transaction to senior management. The role includes the support of planning processes that evaluate multiple scenarios and structures for acquisitions, divestitures, strategic investments and special situations with engagement internally across businesses and internal teams, as well as externally, with counterparties and advisors in the marketplace.

Responsibilities

Participates in various aspects of assessing and executing strategic transactions for Citi Contributes to the identification, analysis and prioritization of strategic transaction targets, contacting prospective targets or their professional advisors to discuss opportunities Assists in developing financial models and projections, assembling and coordinating due diligence processes Executes complex financial modeling and portfolio analysis to evaluate the financial consequences of M&A activity including valuation, gain on sale calculations, earnings per share accretion/dilution, and capital and liquidity analysis. Assists in the negotiation and documentation of transactions, coordinating internal approval processes and assisting in the preparation of related presentation and notification materials Aids in the closing and integration of assets into Citi’s management structure, operating and financial reporting platforms and other systems Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Works with cross-functional teams to ensure proper review of transactions by all control functions. Represents the M&A team in the preparation of annual Resolution and Recovery plans to be presented to U.S. regulators, including the Federal Reserve and the FDIC. Monitors regulatory changes in the U.S. and internationally and assess the potential impact on Recovery and Resolution Planning activities. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Job Family Group: Finance

Job Family: Mergers & Acquisitions

Time Type: Full time

Primary Location: New York New York United States

Primary Location Full Time Salary Range: $176,720.00 - $265,080.00

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.

Most Relevant Skills

Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date: Sep 25, 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

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