Investment Banking Analyst - Equity Capital Markets

Citi•New York, NY
•$110,000 - $135,000

About The Position

The Investment Banking Analyst is an intermediate-level position that assists clients in raising funds in the capital markets and provides strategic advisory services for mergers, acquisitions, and other financial transactions, in coordination with the Institutional Banking team. The analyst also serves as an intermediary in trading for clients. The role's overall objective is to act as a strategic advisor by formulating investment strategies and raising capital for clients. The position works with senior Corporate & Investment Bank officers and professionals on client transactions, projects, and assignments as a junior member of the Investment Banking team. It involves analyzing sophisticated financial data, preparing recommendations and valuation materials, conducting economic and financial research, evaluating company performance against industry and market trends, and building financial models. The analyst is also expected to assess risk, support compliance, exercise sound ethical judgment, and transparently escalate, manage, and report control issues. Other job-related duties may be assigned as required.

Requirements

  • 0–2 years of relevant experience.
  • Bachelor's degree in Finance or closely related areas of Business Administration; equivalent experience is also noted as acceptable in the education section.
  • Obtain Series 7, 79, and 63 licenses within 150 days.
  • Consistently demonstrate clear and concise written and verbal communication skills.
  • Ability to work under pressure in a rapidly changing environment to meet deadlines.

Responsibilities

  • Work with senior Corporate & Investment Bank officers and professionals on client transactions, projects, or assignments as a junior member of the Investment Banking team.
  • Organize and analyze sophisticated financial data for client proposals and strategic plans.
  • Prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
  • Conduct economic and financial research.
  • Evaluate company financial performance compared with overall industry and market trends.
  • Build complex financial models for valuation purposes.
  • Assess risk in business decisions, protect the firm's reputation and its clients and assets, comply with applicable laws, rules, regulations, and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

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