Relationship Associate - Power

Citi; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

Citi in New York seeks a senior Relationship Associate to support capital markets fundraising and strategic advisory for mergers and acquisitions. You will work with Institutional Banking to serve as a client liaison and adviser, coordinating across product lines to raise capital and structure transactions.

Responsibilities include building relationships, conducting credit and cash-management investigations, and assisting in KYC, documentation, and closing activities.

Qualifications

• Bachelor's degree in finance or closely related areas of Business Administration.
• 6-10 years of experience.
• Credit skills/experience with lending theories and documentation.
• Knowledge of treasury, cash management and related strategies.
• Clear written and verbal communication.
• Professional attitude with ethical judgment.

Responsibilities

• Build relationships with internal and external audiences to support clients.
• Perform financial investigations including credit, FX, cash management and trade services.
• Assist Banker with client portfolio reviews.
• Collaborate with Product Partners and Relationship Managers for KYC activities across products.
• Assist with credit originations, documentation, bookings and renewals for LC/SBLC and related processes.
• Identify revenue opportunities and ensure proper mapping of revenues across products.
• Represent banking coverage in client meetings.
• Assist in closing transactions when needed.
• Assess risk and ensure compliance with laws, Citi policies and ethical standards.
• Support LC/SBLC issuance and related pre/post processing needs.
• Manage client servicing for Transaction Banking products.

Skills

Credit skills

Client focus

Communication

Analytical skills

Negotiation

Organizational skills

Planning

Professional attitude

Education

Bachelor's degree in finance or related field

Master's degree preferred

Job description

The Relationship Associate 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 Relationship 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

• Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services
• Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction
• Assist Banker with the preparation of relationship reviews and client portfolios
• Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management
• Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected
• Represent banking coverage team in client meetings
• Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed
• 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.
• Help Clients with LC/SBLC issuance and related pre & Post processing needs
• Client management & servicing needs around Transaction Banking Products

Qualifications

• 6-10 years of experience
• Bachelor’s degree in finance or closely related areas of Business Administration
• Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred
• Comprehensive knowledge of Support, Credit & Legal documentation requirements (e.g. Letters of Comfort, parent guarantees, LC's and their agreements, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)
• Comprehensive knowledge of the client's treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.)
• Ability to be client focused and results oriented
• Consistently demonstrate follow-up and organizational skills
• Consistently demonstrate clear and concise written and verbal communication
• Proven planning, negotiation and analytical skills
• Consistently demonstrate a professional attitude

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

Corporate Banking

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$129,840.00 - $194,760.00

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

Please see the requirements listed above.

Other Relevant Skills

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

Anticipated Posting Close Date

Nov 13, 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

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.

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