Markets Sales & Client Strategy analyst

Citi•New York, NY

1d•$98,960 - $148,440

About The Position

Join Citi’s North America Client Management team as an AVP in the Financial Institutions Sales & Client Strategy group, focused on banks, hedge funds, asset managers, pension funds, and insurance companies. In collaboration with senior sales teams, you will identify revenue opportunities, deepen understanding of client needs, and translate market intelligence into effective sales conversations. The role combines client and market research, analysis of trading patterns and flow data, relationship intelligence, and development of tools and workflows for the Financial Institutions sales team. It also supports strategic business reviews, senior management decisions, executive communications, and projects across the North America Financial Institution Sales franchise.

Requirements

1–3 years of experience in capital markets sales, client coverage, trading, research, or a closely related financial services role.
Understanding of global financial markets and institutional asset classes.
Strong commercial instinct and ability to connect market observations and data signals to actionable revenue opportunities.
Excellent communication and storytelling skills, including the ability to distill complex information into clear, compelling narratives for clients and senior internal stakeholders.
Polished presentation skills and experience preparing executive-level materials and client-facing content.
Intellectual curiosity about clients and a genuine desire to understand their decisions and how Citi can serve them better.
Hands-on proficiency with AI and LLM-based tools, such as Gemini, Claude, or Copilot, for research, information synthesis, and productivity.
Proficiency in Python and/or SQL for data analysis and workflow automation.
Experience with data visualization tools such as Tableau or equivalent to build dashboards and communicate findings visually.
Knowledge of structured and unstructured data environments and ability to navigate internal and external datasets to find relevant client intelligence.
Strong strategic thinking and business acumen, including the ability to connect data to the broader commercial picture.
Excellent problem-solving skills; comfortable working with ambiguity and building solutions from first principles.
Highly motivated, self-directed, and results-oriented, with the ability to manage multiple priorities in a fast-paced environment.
Flexibility, initiative, and creativity.
Good communication and interpersonal skills and ability to work in a team.
Bachelor’s degree in a quantitative or business discipline, such as Finance, Economics, Business Analytics, Statistics, Computer Science, or Financial Engineering.

Responsibilities

Synthesize internal client data and external market intelligence—including regulatory filings, earnings transcripts, industry reports, and news—to identify institutional client revenue opportunities, using AI and other tools.
Analyze institutional client trading patterns and flow data to identify untapped revenue pools.
Connect knowledge of clients’ business models, investment mandates, risk appetites, and competitive landscapes to help sales teams conduct informed, value-added conversations.
Track client activity, market events, and competitive dynamics to surface timely opportunities and talking points for the sales team.
Conduct deep-dive analyses of client segments or product verticals to inform strategic business reviews and senior management decisions.
Gather and communicate client intelligence on relationship health, product penetration, and coverage effectiveness, with a focus on revenue optimization.
Create alerts and triggers to notify coverage teams of material changes in client behavior, market positioning, or competitive risk, enabling proactive outreach.
Support the preparation of executive communications and senior stakeholder updates.
Collaborate with internal product and technology teams to connect client needs with Citi’s Markets capabilities.
Contribute to internal tools and workflows that improve the effectiveness and efficiency of the Financial Institutions sales team.
Support projects across the North America Financial Institution Sales franchise as needed.

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
Eligible employees may receive discretionary and formulaic incentive and retention awards