Senior M&A Lead: Strategy, Valuation & Deal Execution

Citi; New York (NY); On-site; USD 177,000 - 265,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Job summary

Citi seeks a Senior M&A Lead Analyst in New York to drive day-to-day execution of acquisitions and divestitures, coordinating due diligence and preparing presentations for senior leadership.

You will oversee financial analyses, model development, and evaluation of strategic transactions, while coordinating with legal, tax, and other teams to ensure seamless execution. This role combines deal execution with risk management and cross-functional collaboration.

Qualifications

• Responsibilities described in the ad include evaluating strategic transactions, financial analysis, and coordination of due diligence.

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.

Skills

Assessment

Credible Challenge

Financial Acumen

Management Reporting

Risk Management

Job description

Citi seeks a Senior M&A Lead Analyst in New York to drive day-to-day execution of acquisitions and divestitures, coordinating due diligence and preparing presentations for senior leadership.

You will oversee financial analyses, model development, and evaluation of strategic transactions, while coordinating with legal, tax, and other teams to ensure seamless execution. This role combines deal execution with risk management and cross-functional collaboration.