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. The overall objective is to prepare incoming Investment Banking Analysts for their role as a strategic advisor to clients by formulating investment strategies and raising capital.

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. This includes driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.

Requirements & Tech Stack

• 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.

Qualifications

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