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Job description
Investment Banking Senior Associate - Technology M&A
Job Overview
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 financial transactions in coordination with the Institutional Banking team. The role also involves serving as an intermediary in trading for clients and acting as a strategic advisor 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
Recommended Qualifications:
3–8 years of relevant experience
Bachelor’s degree in Finance or closely related areas of Business Administration; Master’s degree in Business Administration (preferred)
Experience evaluating corporate transactions and structures
Experience creating 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 with teams and track business development (collect research, analyze industry trends)
Series 79 and 63 licenses (required)
Education:
Bachelor’s degree/University degree or equivalent experience
This job description provides a high‑level review of the types of work performed. Other job‑related duties may be assigned as required.
Primary Location Full Time Salary Range: $175,000 – $225,000. In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity, review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.