What are the responsibilities and job description for the Investment Banking Sr Associate position at CITI?
Citigroup Global Markets Inc. seeks an Investment Banking Senior Associate for its New York, New York location.
Duties: Evaluate operations, business plans, and financial and economic forecasts to produce strategic and financial analyses relating to the execution of mergers and acquisitions (M&A), leveraged buyouts, and debt and equity financing. Assist senior professionals in sourcing new clients. Review and assess detailed financial statements, related reports, and drafts to prepare financial documentation relating to a range of sophisticated and complex investment banking transactions involving numerous parties. Prepare and develop management discussion materials, offering memoranda and new business presentations detailing industry trends, business strategy, and corporate strategic options. Analyze potential regulatory risks, identify instances of non-compliance & reputation issues, and evaluate the effectiveness of existing governance structures that may impact transaction process or approval. Manage internal governance, regulatory, and compliance process for M&A and financing transactions. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements: Requires a Master’s degree, or foreign equivalent, in Business Administration, Finance, Economics, or related field and 2 years of experience as a Business Analyst, Associate, Associate Manager, or related position performing financial and economic analysis in support of M&A, leveraged buyouts, and debt and equity financing. Alternatively, employer will accept a Bachelor’s degree in the above fields and 5 years of progressively responsible experience in the above positions. Full span of experience must include: Private equity transactions; Capital raising transactions; Documentation of live transactions; Quantitative analysis of corporate financial statements and accounting policies; Analyses of economic variables impacting corporate business cycle; Business strategy and positioning for business transactions; Financial risk management; Advising on business due diligence in regulatory compliance; Client and business development; Preparations of marketing materials; Presentation Development, synthesizing complex financial information and strategic insights into clear, actionable recommendations; and Evaluation of corporate transactions and structures to support valuation analysis. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #26941251. EO Employer.
Wage Range: $200,000 to $225,000
Job Family Group: Institutional Banking
Job Family: Investment Banking
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Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
May 15, 2026------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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View Citi’s EEO Policy Statement and the Know Your Rights poster.
Salary : $200,000 - $225,000