Investment Banking Sr Analyst - Technology
About The Position
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 team 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.
Requirements
- 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
- Bachelor's degree/University degree or equivalent experience
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 team
- 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
Benefits
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
