Citigroup, Inc

M&A Senior Lead Analyst - Senior Vice President

Citigroup, Inc$176K — $265K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in Mergers & Acquisitions or related field
  • Strong financial modeling and analysis skills
  • Proven project management experience
  • Ability to interact with C-level executives and Board of Directors
  • Demonstrated understanding of regulatory frameworks affecting M&A
  • Excellent communication and presentation skills

Responsibilities

  • Participate in assessing and executing strategic transactions for Citi
  • Contribute to identifying and prioritizing strategic transaction targets
  • Assist in developing financial models and due diligence processes
  • Execute complex financial modeling for M&A evaluation
  • Aid in negotiation and documentation of transactions
  • Support the closing and integration of assets into Citi's structure
  • Represent the M&A team in preparing annual Recovery and Resolution plans

Benefits

  • Medical, dental, and vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Comprehensive wellness programs
  • Paid time off including vacation and sick leave
Full Job Description
Corporate Mergers and Acquisitions (M&A) provides internal advisory and deal execution services to executives and business heads throughout the organization, including close collaboration with legal, finance/accounting, tax and other areas for all business units and geographies across Citigroup and its subsidiaries. Projects include acquisitions and other expansionary transactions, divestitures, transaction management, corporate valuation, sell-side auctions, exploratory M&A analysis and advisement of senior executives and Board of Directors and completion of the Separability workstream for Citi's annual recovery and resolution plans (RRP).

The M&A Sr. Lead Analyst has day-to-day project management responsibility for the execution of acquisitions and divestitures, and the other similar projects in support of a Managing Director and/or Director. The role requires overseeing the financial analysis, preparation and evaluation of marketing materials, coordination of due diligence including preparation of the management team for due diligence, analysis and review of key transaction issues with all Citigroup functional team leaders, and presentation of key business/legal issues and financial impact of the contemplated transaction to senior management. The role includes the support of planning processes that evaluate multiple scenarios and structures for acquisitions, divestitures, strategic investments and special situations with engagement internally across businesses and internal teams, as well as externally, with counterparties and advisors in the marketplace.

Responsibilities:
  • Participates in various aspects of assessing and executing strategic transactions for Citi
  • Contributes to the identification, analysis and prioritization of strategic transaction targets, contacting prospective targets or their professional advisors to discuss opportunities
  • Assists in developing financial models and projections, assembling and coordinating due diligence processes
  • Executes complex financial modeling and portfolio analysis to evaluate the financial consequences of M&A activity including valuation, gain on sale calculations, earnings per share accretion/dilution, and capital and liquidity analysis.
  • Assists in the negotiation and documentation of transactions, coordinating internal approval processes and assisting in the preparation of related presentation and notification materials
  • Aids in the closing and integration of assets into Citi's management structure, operating and financial reporting platforms and other systems
  • Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations.
  • Responsible for handling staff management issues, including resource management and allocation of work within the team/project.
  • Works with cross-functional teams to ensure proper review of transactions by all control functions.
  • Represents the M&A team in the preparation of annual Resolution and Recovery plans to be presented to U.S. regulators, including the Federal Reserve and the FDIC.
  • Monitors regulatory changes in the U.S. and internationally and assess the potential impact on Recovery and Resolution Planning activities.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Job Family Group:
Finance

Job Family:
Mergers & Acquisitions

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$176,720.00 - $265,080.00

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
Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.

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

Anticipated Posting Close Date:
Sep 25, 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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