Investment Banking, LATAM Full-Time Analyst

About the Role

The Analyst Trainee NE is a training position responsible for preparing future investment banking analysts in 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 overall objective of this role is to prepare incoming Investment Banking Analysts for their role as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Key Responsibilities

• Organize and analyze 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
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Qualifications

• Bachelor's degree in Finance or closely related areas of Business Administration
• 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 to meet deadlines

Education & Experience

• 0-2 years relevant experience
• Bachelor’s/University degree or equivalent experience

Tech Stack

Implied: Tools for financial modeling and data analysis, as indicated by responsibilities.

Additional Details

• Job Family Group: Institutional Banking
• Job Family: Investment Banking
• Time Type: Full time
• Primary Location: New York, New York, United States
• Anticipated Posting Close Date: Oct 20, 2026