VP - Investment Banking - Specialty and Diversified Financials

citi.com; New York (NY); On-site; USD 250,000 - 275,000; Full time

Job summary

A leading financial institution seeks a Senior Diversified Financials Banker to provide advisory services and support capital-raising initiatives for non-bank financial clients. This influential role involves collaboration with clients and staff on complex financing and M&A transactions, providing strategic advice and solutions in a dynamic market environment.

Benefits

Medical, dental & vision coverage

401(k) plan

Life, accident, and disability insurance

Paid time off

Wellness programs

Qualifications

• 6-10 years of experience in the Financial Services industry.
• Experience with large corporate clients, especially in capital markets.
• Comprehensive knowledge of corporate banking products and regulations.

Responsibilities

• Lead and execute financing transactions for clients.
• Draft and oversee key transaction documents and analyses.
• Collaborate with clients and team members on M&A activities.

Skills

Clear communication

Financial analysis

Client management

Mergers and Acquisitions

Investment strategy

Project management

Education

Bachelor’s degree

Master’s degree

Job description

The Diversified Financials Banker is a senior level position responsible for assisting non-bank financial 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.

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Job Family Group:

Institutional Banking

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Job Family:

Investment Banking

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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Anticipated Posting Close Date:

Aug 08, 2025

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