Director, Banker, Mergers & Acquisitions (M&A)

The Banker

The Banker 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 Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities

• Leverage past investment banking or related experience to enhance Mergers and Acquisitions (M&A) execution and capital raising capabilities and contribute to building Citi’s franchise
• Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
• Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards
• Anticipate future changes in the marketplace
• Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.)
• Serve as a mentor to junior Bankers, execute staffing models that support business needs and career trajectories for junior staff
• Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends
• Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions
• 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

Recommended Qualifications

• 15+ years of relevant experience
• Experience in people management
• Bachelor’s degree in Finance or closely related areas of Business Administration preferred
• Master’s degree in Business Administration preferred
• Experience working in an investment banking institution(s)
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated ability to remain unbiased in a diverse working environment
• Series 79 and 63 licenses

Education

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Job Details

• Job Family Group: Institutional Banking
• Job Family: Investment Banking
• Time Type: Full time
• Primary Location: New York New York United States
• Full Time Salary Range: $200,000.00 - $300,000.00
• Anticipated Posting Close Date: Sep 07, 2026
• Availability of benefits may vary by jurisdiction, job level, and date of hire.

Benefits

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate’s skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right

Equal Opportunity Employer

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. View Citi’s EEO Policy Statement and the Know Your Rights poster.