Senior Relationship Advisor - Capital Markets & M&A

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

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.