Investment Banking Sr. Associate

Responsibilities

• Prepare and review complex financial models for companies and/or their assets; conduct valuation analyses to evaluate potential mergers, acquisitions, IPOs, financings and other transactions.
• Lead the preparation of transaction‑related documents such as offering memoranda and investor presentations; manage due diligence processes and analyze financial statements.
• Coordinate with legal, tax and other advisory teams and work with senior officers to develop and maintain client relationships, identify new business opportunities, and pitch tailored solutions.
• Conduct in‑depth industry and market analysis to identify trends, risks and opportunities, and provide sector‑specific insights that inform strategic decisions of clients.
• Participate in structuring deals, advising clients on optimal capital structures, financing alternatives and investment strategies aligned with financial and operational goals.
• Manage and mentor analysts by providing detailed guidance, feedback and credit and exposure information as appropriate.
• Possibly work on a telecommuting/hybrid schedule within a commutable distance, per Citi policies.

• Master’s degree or foreign equivalent in Finance, Mathematics, Economics, or related field, with 2 years of experience as an Investment Banking Analyst, Senior Analyst, Quantitative Analysis Program Analyst or related position involving financial valuation, analysis and modeling in the financial services industry; OR a Bachelor’s degree with 5 years of progressive post‑baccalaureate experience.
• Full span of experience includes: developing and maintaining complex financial models and performing valuation techniques; proficiency in Microsoft Excel and PowerPoint for building models and transaction documents; use of Bloomberg and Fact Set for real‑time financial data and in‑depth company analyses.
• Strong analytical, communication and interpersonal skills; ability to manage information flow and collaborate with cross‑functional teams.
• Experience in enterprise‑level transaction execution, including IPOs, M&A and financing.
• Proficiency with financial modeling software and data sources such as Bloomberg and Fact Set.
• Capability to provide credit and exposure information to analysts, as appropriate.

$200,000 to $225,000

• Medical, dental & vision coverage; 401(k); life, accident and disability insurance; wellness programs.
• Paid time off: planned vacation, unplanned sick leave and holidays.
• Discretionary and formulaic incentive and retention awards for eligible employees.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law.