Associate, Commercial Banking
Citi
New York, NY1–2 yrs2h agovia LinkedIn
Posted 13 Nov 2026, 06:21 ET
This job at a glance
- Who can apply
- 1–2 years of experience · Bachelor's degree
- Must know
- Financial analysisFinancial modelingData analysisExcelMicrosoft Office
- Work
- On-site in New York
- Pay
- Not stated by the employer.
- Skill demand
- Excel29%Financial analysis16%Financial modeling8%Data analysis7%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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About the Role
An entry-level position at Citi, this role focuses on developing core competencies in financial analysis, credit risk assessment, and client management within the nonprofit industry.
Key Responsibilities
- Portfolio Management: Cover a portfolio of 40-50 clients in conjunction with deal teams.
- Transaction Execution: Act as a primary contributor and reviewer in all facets of deal execution, including in-depth financial analysis, complex financial modeling, risk analysis, and due diligence for credit extensions.
- Client & Partner Interaction: Support senior bankers in managing client relationships and interact with various internal partners to deliver integrated financial solutions.
- Team Development: Assist with the training and professional development of junior Analysts.
- Industry Analysis: Conduct detailed company research and industry analysis to identify key trends, risks, and opportunities within the nonprofit sector.
- Risk Management: Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding the bank, 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
- Proficiency in financial modeling and financial data analysis is required.
- Strong presentation skills.
- Strong analytical and problem-solving skills.
- MS Word, Access, Excel, and PowerPoint are second nature.
Qualifications
- 1-2 years of associate work experience.
- Bachelor's/University degree is required.
- Obtain Series 63 and 79 licenses, and pass SIE, within 150 days of joining.