Investment Banking Sr Analyst - Financial Institutions

Citi • New York, NY

6d • $110,000 - $135,000

About The Position

The Investment Banking Senior 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 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 Senior Analyst works with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals on client transactions, projects, and assignments as a junior member of the Investment Banking team. The role involves analyzing financial data, preparing recommendations and valuation materials, conducting research, assessing company performance, and building financial models. Other job-related duties may be assigned as required.

Requirements

• 2–5 years of relevant experience.
• Obtain Series 79 and Series 63 licenses within 150 days of joining.
• Consistently demonstrate clear and concise written and verbal communication skills.
• Ability to work under pressure in a rapidly changing environment to meet deadlines.
• Bachelor's degree, university degree, or equivalent experience.

Responsibilities

• Work with senior Banking, Capital Markets and Advisory (BCMA) 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 a company's financial performance against industry and market trends.
• Build complex financial models for valuation purposes.

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: Mid Level