Insurance, Reinsurance, P&C, Life - Investment Banker - VP

Citi • New York, NY

21d • $250,000 - $275,000

About The Position

The Vice President Banker is a senior-level position focused on helping clients raise funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The role also serves as an intermediary in trading for clients. Its overall objective is to act as a strategic advisor by formulating investment strategies and raising capital for clients.

The Banker takes significant responsibility across project and transaction execution, new business development, and the firm's overall growth. The role works with clients on financing transactions and guides them through capital raising, including leading due diligence and drafting sessions and preparing clients for equity or debt offerings. It also works with clients, senior team members, and outside professional advisors on mergers and acquisitions and special-situation transactions. The Banker drafts situation analyses, pitch materials, information memoranda, and investor and management presentations, and oversees analysts and associates assigned to projects.

This is a full-time position in New York, New York. The listed salary range is $250,000 to $275,000, with eligible employees potentially receiving discretionary and formulaic incentive and retention awards. Citi lists medical, dental, and vision coverage; a 401(k); life, accident, and disability insurance; wellness programs; and paid time off, including vacation, sick leave, and paid holidays. Benefit offerings may vary by jurisdiction, job level, and hire date.

Requirements

• 6–10 years of experience.
• Experience in the Financial Services industry, specifically within Banking.
• Degree in Finance or a closely related area of Business Administration.
• Comprehensive knowledge of the corporate banking business and related products, pertinent regulations, and lending and credit approval processes.
• Clear and concise written and verbal communication skills.
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance, and securities products.
• Obtain Series 79 and Series 63 licenses within 90 days of joining.
• Bachelor’s degree, university degree, or equivalent experience.

Nice To Haves

• MBA or master's degree in Business.
• Master’s degree.

Responsibilities

• Assume significant responsibility for project and transaction execution, new business development, and the overall growth of the firm.
• Work with clients on financing transactions and guide them through capital raising, including leading due diligence and drafting sessions and preparing them for equity or debt offerings.
• Work with clients, senior-level team members, and outside professional advisors on M&A and special-situation transactions.
• Draft situation analyses, pitch materials, information memoranda, and investor and management presentations.
• Oversee the work of analysts and associates assigned to projects.
• Assist clients in raising funds in capital markets and provide strategic advisory services for mergers, acquisitions, and other financial transactions.
• Serve as an intermediary in trading for clients and formulate investment strategies to help clients raise capital.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior