Investment Banking Analyst - LMG
About The Position
The Investment Banking Analyst is an intermediate-level position responsible for assisting clients with raising funds in 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 advise clients strategically by formulating investment strategies and raising capital. The analyst works with senior Corporate & Investment Bank officers and professionals as a junior member of the Investment Banking team on client transactions, projects, and assignments. The role involves analyzing sophisticated financial data, preparing client proposals and strategic plans, creating recommendations and valuation materials, conducting research, assessing company performance against market trends, and building valuation models. The position also requires sound risk judgment and compliance with applicable laws, rules, regulations, and Citi policies.
Requirements
- 2–5 years of relevant experience.
- Bachelor's degree in Finance or a closely related area of Business Administration, or equivalent experience.
- Obtain Series 7, 79, and 63 licenses within 150 days.
- Clear and concise written and verbal communication skills.
- Ability to work under pressure in a rapidly changing environment and meet deadlines.
Responsibilities
- Work with senior Corporate & Investment Bank officers and professionals and participate in client transactions, projects, or assignments as the 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 a company's financial performance compared with industry and market trends.
- Build complex financial models for valuation purposes.
- Assess risk in business decisions, safeguard the firm's reputation and assets, comply with applicable laws, rules, regulations, and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards for eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
