The Associate 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 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:
- Perform client asset technical evaluations, including analyzing and delivering data to identify key performance drivers and economic analysis
- Generate presentation materials for pre-marketing documents and data room presentations using client or public data for support
- Lead or assist with the coordination of executing mandates and external project meetings, as required
- Assist with the development of new business activities
- Prepare data rooms based on data supplied by clients
- Market assets to potential buyers by presenting analysis to large groups and following up on buyer’s questions and answers
- Assist with miscellaneous technical project related duties, as required
- 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.
Qualifications:
- 10-20 years of experience in a related senior level role
- Proficient in Microsoft Office, Spotfire, economics software such as Aries and PHDWin, and other analytical software is a plus
- Ability to demonstrate discretion dealing with confidential matters
- Fundamental knowledge of cash flow, economics and rate of return
- Demonstrated ability to assess technical risk in economic valuations
- Proven ability to perform various concurrent activities/project in a high-risk environment
- Consistently demonstrates clear and concise written and verbal communication skills
- Proven influencing and relationship management skills
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Banking--------------------------------------- ---------------
Job Family:
Investment Banking-------------------------------------- ----------------
Time Type:
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Primary Location:
Houston Texas United States------------------------------------ ------------------
Primary Location Full Time Salary Range:
$155,280.00 - $232,920.00
In 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.
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Anticipated Posting Close Date:
Jun 05, 2024---------------------------------- --------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.
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