Citigroup, Inc

Investment Banking Senior Associate

Citigroup, Inc$200K — $225K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Business Engineering, or related field
  • 5 years of experience in investment banking or related finance roles
  • Proven track record of executing M&A transactions for public and private companies
  • Strong financial modeling skills, including valuation and merger consequence analysis
  • Expertise in preparing client deliverables such as pitch materials and financial analyses.

Responsibilities

  • Provide strategic advisory for M&A and financial transactions
  • Support clients in raising capital with the Institutional Banking team
  • Coordinate and execute phases of M&A transactions including due diligence
  • Advise clients and professionals on M&A transactions and financial matters
  • Prepare situation analyses, presentations, and investor materials
  • Conduct research and analyze industry trends for client development
  • Assist analysts and maintain high standards of presentation and analytical quality.

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) retirement savings plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Generous paid time off including vacation, sick leave, and holidays.
Full Job Description
Citigroup Global Markets Inc. seeks an Investment Banking Senior Associate for its New York, NY location.

DUTIES: Provides strategic advisory services for mergers, acquisitions, and other financial transactions, and supports clients in raising capital within the capital markets and in coordination with the Institutional Banking team. Acts as a strategic advisor to clients by formulating investment strategies, supporting transaction execution, and contributing to business development initiatives. Supports the execution of various phases of M&A transactions, including transaction analysis, due diligence coordination, and preparation of client deliverables. Advises clients, senior-level team members, and external professional advisors on M&A transactions and related financial matters. Prepares and drafts situation analyses, pitch materials, information memoranda, and investor and management presentations. Supports the evaluation of corporate transactions and structures, performs financial analyses, and contributes to the development of investment strategies and capital-raising solutions. Supports client development efforts with existing and prospective clients by conducting research, analyzing industry trends, and assisting with transaction-related presentations and materials. Provides technical support to analysts, assists with information flow coordination, and contributes to maintaining high-quality analytical and presentation standards throughout transaction execution. May also serve as an intermediary in trading activities for clients, as applicable. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Finance, Economics, Business Engineering, or a related field, and five (5) years of experience in the job offered or in a related finance occupation providing advisory services to large-capitalization corporate and private equity clients within the financial services industry. Five (5) years of experience must include: Executing transactions for public and private companies, including divestitures, financial restructurings, and cross-border transactions across multiple industries; Analyzing transactions involving public markets and publicly listed companies using financial and valuation data; Developing financial models to perform valuation analysis, merger consequence analysis, and financial trend analysis; Preparing written financial analyses and presenting valuation conclusions to internal stakeholders and clients to support transaction decision-making; Using Microsoft Excel to build financial models and using Microsoft PowerPoint to prepare transaction presentations, including confidential information memoranda, teasers, and investor relations materials; and Reviewing deal-related legal documentation, including purchase agreements, term sheets, and transition services agreements. 40 hrs./wk. 10% travel required, domestic and international. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #[redacted].

Wage Range: $200,000.00 to $225,000.00

Job Family Group: Institutional Banking

Job Family: Investment Banking

Job Family Group:

Job Family:

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:

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.

Most Relevant Skills
Wholesale Lending Operations Management.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Oct 27, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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