Investment Banking Senior Analyst - Technology

Investment Banking Senior Analyst - Technology at Citi

The Investment Banking Senior Analyst is an intermediate-level position at Citi, responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactions. This role coordinates closely with the Institutional Banking team and involves acting as an intermediary in trading for clients. The primary objective is to serve as a strategic advisor to clients, formulating investment strategies and facilitating capital raising.

Key Responsibilities

• Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals, participating in client transactions, projects, or assignments as a junior member of the Investment Banking team.
• 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 and financial research to support client engagements.
• Evaluate company's financial performance relative to overall industry and market trends.
• Build complex financial models for valuation purposes.

Qualifications

• 2-5 years of relevant experience in investment banking or a related financial field.
• Possession of Series 79 and 63 licenses is required.
• Consistently demonstrate clear and concise written and verbal communication skills.
• Ability to work effectively under pressure in a rapidly changing environment to meet demanding deadlines.

Education

A Bachelor's degree/University degree or equivalent experience is required for this role.

Key skills/competency

• Financial Modeling
• Valuation Analysis
• Capital Markets
• Mergers & Acquisitions
• Strategic Advisory
• Client Relationship Management
• Economic Research
• Data Analysis
• Pitchbook Creation
• Financial Due Diligence