The Investment Banking Sr. Assoc is a senior 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 Sr. Assoc 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.
Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
6-10 years of experience
Experience in the Financial Services industry, specifically within Banking
Degree in Finance or closely related areas of Business Administration
MBA or Master's Degree in Business preferred
Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
Consistently demonstrates clear and concise written and verbal communication skills
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Series 7 and 63 preferred
Bachelor’s degree / University degree or equivalent experience
Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - GB
Time Type : Full time
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