Citi
Overview
The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients. The role is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as colleagues across multiple groups in the bank 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, with a focus 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 other groups within Citi, 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, clients (in collaboration with senior coverage officers). Develop business and credit judgment and provide balanced assessments in working with internal team members and partners. Maintain a strong attention to detail, deliver high-quality work product, and complete work in 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, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information Excellent command of Microsoft Office Suite, with emphasis on PowerPoint and Excel High level of energy, enthusiasm, and motivation Team player, able to facilitate strong partnerships Detail-oriented with strong organization, communication, writing, and presentation skills Obtain and maintain required FINRA registration and licensing Education
Bachelor’s/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. Job Family Group:
Commercial and Business Sales Job Family:
Commercial Product Sales Time Type:
Full time Primary Location:
New York, NY, United States Primary Location Full Time Salary Range:
$109,120.00 - $163,680.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Availability of offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date:
Oct 13, 2025 Note: 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, status as a protected veteran, or any other characteristic protected by law. View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Sales Industries
Banking, Financial Services, and Investment Banking ------------------------------------------------------ Most relevant skills and other details are provided above.
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The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients. The role is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as colleagues across multiple groups in the bank 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, with a focus 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 other groups within Citi, 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, clients (in collaboration with senior coverage officers). Develop business and credit judgment and provide balanced assessments in working with internal team members and partners. Maintain a strong attention to detail, deliver high-quality work product, and complete work in 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, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information Excellent command of Microsoft Office Suite, with emphasis on PowerPoint and Excel High level of energy, enthusiasm, and motivation Team player, able to facilitate strong partnerships Detail-oriented with strong organization, communication, writing, and presentation skills Obtain and maintain required FINRA registration and licensing Education
Bachelor’s/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. Job Family Group:
Commercial and Business Sales Job Family:
Commercial Product Sales Time Type:
Full time Primary Location:
New York, NY, United States Primary Location Full Time Salary Range:
$109,120.00 - $163,680.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Availability of offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date:
Oct 13, 2025 Note: 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, status as a protected veteran, or any other characteristic protected by law. View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Sales Industries
Banking, Financial Services, and Investment Banking ------------------------------------------------------ Most relevant skills and other details are provided above.
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