
at Citi
Bulge Bracket Investment BanksPosted 3 days ago
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**Investment Banking, Financial Institutions, Senior Associate** Immediate level role pivotal in raising funds for clients and offering strategic advisory services for mergers, acquisitions, and financial transactions. Key responsibilities include executing banking activities, mentoring analysts, and contributing to Citi's franchise growth. Ideal candidate must have 5-8 years of relevant experience, a Bachelor's in Finance or Business, plus Series 79 and 63 licenses. Excellent communication, problem-solving, and organizational skills are crucial. New York, full-time.
- Compensation
- $175,000 – $225,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Investment Banking, Financial Institutions, Sr Associate
Job Req Id:
26966972
Location(s):
New York, New York, United States
Job Type:
On-Site/Resident
Posted:
May. 27, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.
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 in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
- Assist in the execution of Citis Investment Banking business activities
- Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
- Contribute to building Citis franchise
- Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
Recommended Qualifications:
- 5-8 years of relevant experience
- Bachelors degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
- Experience in 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 within 150 days of joining.
Education:
- Bachelors 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.
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Job Family Group:
Institutional Banking------------------------------------------------------
Job Family:
Investment Banking------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$175,000.00 - $225,000.00
In addition to salary, Citis offerings may also include, for eligible employees, 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. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Jun 03, 2026------------------------------------------------------
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 and/or apply for a career opportunity review Accessibility at Citi (opens in new window).
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