Citigroup, Inc

Investment Banking Sr. Associate

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

Qualifications

  • Master's degree in Finance, Mathematics, Economics, or related field and 2 years of relevant experience, or Bachelor's degree with 5 years of progressive experience.
  • Expertise in developing and maintaining complex financial models and valuation techniques.
  • Proficient in Microsoft Excel for financial modeling and analysis.
  • Skilled in Microsoft PowerPoint for creating offering memoranda and investor presentations.
  • Experience using Bloomberg and Factset for financial data and analyses.

Responsibilities

  • Prepare and review complex financial models and valuation analyses for transactions.
  • Manage execution of large-scale transactions and lead preparation of related documents.
  • Develop and maintain client relationships while identifying new business opportunities.
  • Conduct in-depth industry and market analysis to provide insights for strategic decisions.
  • Advise clients on optimal capital structures and financing alternatives.
  • Mentor analysts with guidance and feedback while managing information flow.

Benefits

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

Duties: Prepare and review complex financial models for companies and/or their respective assets, conducting valuation analyses to evaluate potential mergers, acquisitions, IPOs, financings and other transactions. Manage the execution of large-scale transactions, including leading the preparation of transaction-related documents like offering memoranda and investor presentations, conducting due diligence processes, analyzing financial statements, and coordinating with legal, tax and other advisory teams. Work with senior officers in developing and maintaining client relationships, identifying new business opportunities and pitching 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 by advising clients on optimal capital structures, financing alternatives, and investment strategies that align with their financial and operational goals. Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Requirements: Requires a Master's degree or foreign equivalent in Finance, Mathematics, Economics or related field and 2 years of experience as an Investment Banking Analyst, Investment Banking Senior Analyst, Quantitative Analysis Program Analyst or related position involving performing financial valuation, analysis and modeling for the financial services industry. Alternatively, employer will accept a Bachelor's degree in the stated fields and 5 years of the specified progressive, post-baccalaureate experience. Full span of experience must include: Developing and maintaining complex financial models and performing complex valuation techniques; Utilizing Microsoft Excel in order to build complex financial models and perform valuation analysis; Utilizing Microsoft Powerpoint to build transaction-related documents, including Confidential Information Memorandum and investor presentations; Utilizing Bloomberg for obtaining real-time financial data and performing financial analyses; and Working with Factset in order to obtain data on different companies for performing in-depth analyses of potential transactions. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #[redacted].

Wage Range: $200,000 to $225,000

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
Please see the requirements listed above.

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

Anticipated Posting Close Date:
Aug 17, 2026

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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