Investment Banking Senior Analyst - FSI

Citi • New York, NY

4d • $110,000 - $135,000

About The Position

The Investment Banking Senior Analyst is an intermediate-level position responsible for assisting clients in raising 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 to clients by formulating investment strategies and raising capital.

The Senior Analyst works with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals as a junior member of the Investment Banking team on client transactions, projects, or assignments. The role organizes and analyzes sophisticated financial data for client proposals and strategic plans, prepares recommendations and valuation materials, conducts financial research, evaluates company performance against industry and market trends, and builds complex valuation 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.
• 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 company financial performance against overall 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