
Financial Strategist
Há 2 dias
The Investment Banking Senior Analyst is an intermediate level position that involves assisting clients in raising funds for capital market projects, as well as providing strategic advisory services for mergers and acquisitions. The role requires coordination with the Institutional Banking team to formulate investment strategies and raise capital for clients.
Responsibilities:
- Work with senior banking officers and professionals on client transactions and participate in specific projects as a junior member of the Investment Banking team.
- Organize and analyze sophisticated financial data for 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 compared to overall industry and market trends.
- Build complex financial models for valuation purposes.
Required Skills and Qualifications
To be successful in this role, you must have:
- 2-5 years of relevant experience.
- Series 79 and 63 licenses.
- Clear and concise written and verbal communication skills.
- Ability to work under pressure in a rapidly changing environment to meet deadlines.
Benefits
This role provides:
- A dynamic and challenging work environment.
- Opportunities for professional growth and development.
Others
CPA20 Mandatory.
Job Family Group: Institutional Banking
Job Family: Investment Banking
Time Type: Full time.
Citi is an equal opportunity and affirmative action employer.
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