Job Description

The Investment Banking Senior Associate is an intermediate position responsible for assisting clients in raising capital and providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. This role also acts as an intermediary in trading for clients. The primary goal is to serve as a strategic advisor by formulating investment strategies and raising capital for clients.

Responsibilities:

1. Assist in executing Citi’s Investment Banking activities.
2. Leverage experience in investment banking or related fields to enhance M&A execution and capital raising capabilities.
3. Contribute to building Citi’s franchise.
4. Manage and mentor analysts by providing guidance, feedback, and managing information flow, including credit and exposure data.

Qualifications:

• 5-8 years of relevant experience.
• Bachelor’s degree in Finance or Business Administration; Master’s degree preferred.
• Experience in evaluating corporate transactions and structures.
• Experience creating financial analyses.
• Strong problem-solving and organizational skills.
• Excellent written and verbal communication skills.
• Experience in client development.
• Ability to work with teams, conduct research, and analyze industry trends.
• Series 79 and 63 licenses.

Education:

• Bachelor’s degree or equivalent experience.

This description provides an overview of the role. Other duties may be assigned as needed.

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