Investment Banking Analyst

About the Role

The Investment Banking Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to clients by formulating investment strategies and raising capital.

Key Responsibilities

• Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate as the junior member of the Investment Banking team in client transactions, projects, or assignments.
• 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 financial performance compared to overall industry and market trends.
• Build complex financial models for valuation purposes.
• Appropriately assess risk when making business decisions, demonstrating 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, and escalating, managing, and reporting control issues with transparency.

Qualifications

• 0-2 years of relevant experience.
• Bachelor's degree in Finance or closely related areas of Business Administration.
• Ability to obtain Series 7, 79, and 63 licenses within 150 days.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Ability to work under pressure in a rapidly changing environment to meet deadlines.
• Bachelor's degree/University degree or equivalent experience.