Associate

Citi

New York, NY2 yrs1d agovia LinkedIn

About the Role

Seeking an Associate to join Citi’s Commercial Bank (CCB) within the growing Healthcare Industry Vertical. This role supports new business development and day-to-day management of existing relationships within companies in the Medical Device, Tools & Diagnostics, Life Sciences, Digital Health, and Healthcare Services sub-segments. The role offers significant experience in debt, equity, and financial solutions across Citi's global network, including cash management, rates, and FX.

Key Responsibilities

  • Act as a Healthcare industry expert with deep knowledge of portfolio companies.
  • Function as a key team member supporting senior bankers with new client acquisition, client relationship management, and strategic initiatives.
  • Drive new business generation in partnership with senior bankers.
  • Support the credit approval process by coordinating with internal partners and ensuring adherence to policies and processes.
  • Develop relationships with key partners across the Citi platform to meet client needs.
  • Ensure compliance with regulatory requirements and Citi's policies/guidelines.
  • Assess risk in business decisions, considering firm reputation, client assets, and adherence to laws, rules, regulations, and ethical judgment.

Requirements & Tech Stack

  • Healthcare industry experience with proficient knowledge of banking products.
  • Knowledge of accounting, finance, and credit.
  • Ability to work effectively in a team setting.
  • Excellent analytical and modeling skills.
  • Strong interpersonal, communication, and presentation skills.
  • Quality analytical and problem-solving skills.
  • Proficiency with Microsoft Office Suite applications.
  • Ability to secure and/or maintain SIE, 63, and 79 securities licenses.

Qualifications

  • 2 or more years of related work experience.
  • Bachelor's/University degree.

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