Citi
Investment Banking Sr Analyst - Technology
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The Investment Banking Senior Analyst 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 Senior Analyst 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.
Responsibilities
Work with senior BCMA officers and participate in client transaction projects as a junior member of the Investment Banking team
Organize and analyze sophisticated financial data used in client proposals and strategic plans
Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
Conduct economic/financial research
Evaluate company financial performance relative to industry and market trends
Build complex financial models for valuation purposes
Qualifications
2-5 years of relevant experience
Series 79 and 63 licenses
Consistently demonstrate clear and concise written and verbal communication skills
Ability to work under pressure in a rapidly changing environment to meet deadlines
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.
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 $110,000.00 - $135,000.00
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages (vacation, sick leave, 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.
Anticipated Posting Close Date Jan 15, 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, please review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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The Investment Banking Senior Analyst 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 Senior Analyst 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.
Responsibilities
Work with senior BCMA officers and participate in client transaction projects as a junior member of the Investment Banking team
Organize and analyze sophisticated financial data used in client proposals and strategic plans
Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
Conduct economic/financial research
Evaluate company financial performance relative to industry and market trends
Build complex financial models for valuation purposes
Qualifications
2-5 years of relevant experience
Series 79 and 63 licenses
Consistently demonstrate clear and concise written and verbal communication skills
Ability to work under pressure in a rapidly changing environment to meet deadlines
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.
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 $110,000.00 - $135,000.00
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages (vacation, sick leave, 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.
Anticipated Posting Close Date Jan 15, 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, please review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr