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Investment Banking, Financial Institutions (Insurance) - Senior Associate

$175k - $225k

Citi Group

Job ID: 95640440720Posted: 2026-07-15Location: New York, New York, United StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Senior Associate is an intermediate 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 Senior Associate 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.Responsibilities:Assist in the execution of Citi’s Investment Banking business activitiesLeverage past investment banking or related experience to enhance M&A execution and capital raising capabilitiesContribute to building Citi’s franchiseManage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriateRecommended Qualifications:5-8 years of relevant experienceBachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business AdministrationExperience in evaluating corporate transactions and structuresExperience creating financial analysesDemonstrated problem solving and organizational skillsConsistently demonstrates clear and concise written and verbal communication skillsExperience assisting with client developmentAbility to work with teams and track business development (collect research, analyze industry trends)Series 79 and 63 licenses within 150 days of joining.Education:Bachelor’s degree/University degree or equivalent experienceThis 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:$175,000.00 - $225,000.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and 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.------------------------------------------------------Most Relevant Skills Please see the requirements listed above.------------------------------------------------------Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------Anticipated Posting Close Date:Sep 09, 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 review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.

Vacancy posted 1 day ago
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