Citigroup, Inc

M&A Business Execution Associate

Citigroup, Inc$98K — $148K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of experience in quantitative and qualitative analytics, including management reporting and strategic planning.
  • Proficient in AI, Tableau, Power BI, and MS Excel for data visualization and analysis.
  • Skilled in developing and maintaining visual analytics tools for performance tracking.
  • Experience in change management, including communication and training strategies.
  • Ability to implement efficiency initiatives by analyzing KPIs and presenting findings to leadership.

Responsibilities

  • Conduct data analytics to inform business strategy and evaluate industry performance.
  • Perform operational and financial activities to support business functions.
  • Facilitate company-wide meetings and strategy sessions for effective communication.
  • Utilize knowledge of financial concepts to enhance operational efficiency.
  • Assist with business financials, administrative needs, and project support.
  • Review legal requirements for vendor processes and participate in contract actions.
  • Ensure accuracy and quality in reporting processes, supporting overall business goals.

Benefits

  • Medical, dental, and vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off for vacation, sick leave, and holidays.
Full Job Description
M&A Business Execution Associate is a key role within the Banking team, responsible for the efficient and reliable execution of various support tasks. Working under the guidance of senior team members, the M&A Business Execution Associate contributes to data analytics, strategy enablement, operations, reporting, risk and control efforts. The Associate is responsible for assisting Investment Banking teams globally by providing foundational support for a wide range of transactions, including capital raises, mergers and acquisitions. The overall objective is to leverage experience and expertise to enhance the effectiveness of the team by providing streamlined and reliable support to key banking processes.

Responsibilities:
  • Conduct data analytics on business strategy, competitor and industry analysis, business performance, market trends, and other strategic priorities.
  • Perform operational, financial, reporting, and process-improvement activities in support of the business.
  • Support townhalls, business reviews, group meetings, strategy sessions, offsites.
  • Apply a comprehensive understanding of Profit & Loss (P&L), accruals, client allocations, capitalization, recovery, and fixed-price contract structures to support financial control and improve operational efficiency and productivity.
  • Contribute to activities involving business financials, administrative needs, and ad hoc projects.
  • Support vendor-related processes by reviewing legal requirements and participating in contract-related actions.
  • Support reporting processes and promote accuracy, efficiency, and quality.
  • Assist with resource-related processes including maintaining accurate headcount information, and completing onboarding and termination steps.
  • Work with Technology partners on businesspeople strategy and communications initiatives.
  • Apply sound risk assessment, follow policies, and promote transparency in identifying, escalating, and documenting control-related matters.
  • Support audit activities, business-continuity tasks, and regulatory-related work for the business area.


Qualifications:
  • 3-5 years of experience providing quantitative and qualitative analytical services including management reporting, business analysis and strategic planning.
  • Experience in utilizing AI, Tableau, Power BI, and MS Excel to create dynamic dashboards, perform in-depth data analysis, monitor KPIs, and provide actionable, data driven insights to stakeholders.
  • Experience in developing and maintaining visual analytics tools to track performance metrics, project outcomes, and present findings.
  • Experience in developing and executing change management plans including communication strategies, training programs, and stakeholder engagement activities.
  • Experience in implementing efficiency initiatives by analyzing progress against KPIs and operational efficiency metrics and presenting periodic reports to executive leadership.


Education:
  • Bachelor's/University degree or equivalent experience in finance, economics, business administration, or a related field.


Job Family Group:
Institutional Banking

Job Family:
Investment Banking

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$98,960.00 - $148,440.00

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.

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:
Jul 09, 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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