Citi
Overview
Citi Commercial Bank — Loan Syndications Associate in New York, NY. The Loan Syndications Associate provides analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients. The role is a critical member of the deal team, working with Vice Presidents and Senior Transactors as well as cross-group collaboration to originate and execute transactions. Responsibilities
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research. Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets. Track and summarize loan market conditions in client materials, focusing on the Middle Market segment of the US Loan Market. Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process. Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements. Coordinate with Citi groups including Coverage, Underwriting, Risk, and Operations, as well as other product groups, to meet pitch and deal-related deliverables and deadlines. Develop and maintain effective industry relationships with legal counsel, external parties, and clients in collaboration with senior coverage officers. Develop business and credit judgment and provide balanced assessments in collaboration with internal team members and partners. Maintain a strong attention to detail, deliver high-quality work product, and complete work within assigned timeframes. Qualifications
2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience Completion of formal credit training program preferred Fundamental credit skills with ability to evaluate business, industry, financial performance, and structure/terms Strong financial and analytic skills, including proficiency with financial modeling and rapid assimilation of complex information Excellent command of Microsoft Office, especially PowerPoint and Excel High energy, enthusiasm, and motivation; team player with ability to foster partnerships Detail-oriented with strong organizational, communication, writing, and presentation skills Obtain and maintain required FINRA registration and licensing Education
Bachelors/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. Equal Opportunity Employer notice: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. Applicants requiring accommodation can review Accessibility at Citi and Citi’s EEO Policy Statement. Anticipated Posting Close Date: Oct 13, 2025
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Citi Commercial Bank — Loan Syndications Associate in New York, NY. The Loan Syndications Associate provides analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients. The role is a critical member of the deal team, working with Vice Presidents and Senior Transactors as well as cross-group collaboration to originate and execute transactions. Responsibilities
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research. Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets. Track and summarize loan market conditions in client materials, focusing on the Middle Market segment of the US Loan Market. Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process. Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements. Coordinate with Citi groups including Coverage, Underwriting, Risk, and Operations, as well as other product groups, to meet pitch and deal-related deliverables and deadlines. Develop and maintain effective industry relationships with legal counsel, external parties, and clients in collaboration with senior coverage officers. Develop business and credit judgment and provide balanced assessments in collaboration with internal team members and partners. Maintain a strong attention to detail, deliver high-quality work product, and complete work within assigned timeframes. Qualifications
2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience Completion of formal credit training program preferred Fundamental credit skills with ability to evaluate business, industry, financial performance, and structure/terms Strong financial and analytic skills, including proficiency with financial modeling and rapid assimilation of complex information Excellent command of Microsoft Office, especially PowerPoint and Excel High energy, enthusiasm, and motivation; team player with ability to foster partnerships Detail-oriented with strong organizational, communication, writing, and presentation skills Obtain and maintain required FINRA registration and licensing Education
Bachelors/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. Equal Opportunity Employer notice: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. Applicants requiring accommodation can review Accessibility at Citi and Citi’s EEO Policy Statement. Anticipated Posting Close Date: Oct 13, 2025
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