The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities**:
- Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
- Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
- Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
- Conduct economic/financial research
- Evaluate company's financial performance compared to overall industry and market trends
- Build complex financial models for valuation purposes
**Qualifications**:
- 2-5 years of relevant experience
- Series 79 and 63 licenses
- Consistently demonstrates clear and concise written and verbal communication skills
- Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education**:
- Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
CPA 20 Mandatory
- **Job Family Group**:
Institutional Banking
- **Job Family**:
Investment Banking
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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