Investment Banking Senior Associate

Investment Banking Senior Associate at Citi

The Investment Banking Senior Associate 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 types of financial transactions, in coordination with the Institutional Banking team. This role also serves as an intermediary in trading for clients. The overall objective of this position is to act as a strategic advisor to our clients by formulating investment strategies and raising capital.

Responsibilities

• Assist in the execution of Citi’s Investment Banking business activities.
• Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities.
• Contribute to building Citi’s franchise.
• Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analysts, as appropriate.

Qualifications

Candidates for the Investment Banking Senior Associate position should possess a strong background in finance and business administration.

• Bachelor’s degree in Finance or closely related areas of Business Administration, or equivalent experience.
• Master's degree in Business Administration is highly desirable.
• Experience in evaluating corporate transactions and structures.
• Proven experience in creating robust financial analyses.
• Demonstrated problem-solving and organizational skills.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Experience assisting with client development.
• Ability to work effectively with teams and track business development, including collecting research and analyzing industry trends.

This role is a Certified Role, subject to the FCA and PRA Certification Regime. Citi UK regulated entities must ensure that employees in Certified Roles are assessed as fit and proper. This assessment will involve extensive interviews, self-disclosures, criminal record checks, regulated reference checks, credit checks, and other background screening checks, evaluating honesty, integrity, reputation, financial soundness, competence, and capability.

Key skills/competency

• Investment Banking
• Mergers & Acquisitions (M&A)
• Capital Raising
• Financial Analysis
• Corporate Transactions
• Strategic Advisory
• Client Relationship Management
• Team Leadership
• Industry Trend Analysis
• Problem Solving