The Investment Banking 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 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 activities
- Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
- Contribute to building Citi’s franchise
- Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
- 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:
- 5-8 years of relevant experience
- Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
- Experience in evaluating corporate transactions and structures
- Experience creating financial analyses
- Demonstrated problem solving and organizational skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Experience assisting with client development
- Ability to work with teams and track business development (collect research, analyze industry trends)
- Series 79 and 63 licenses
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.
- 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
- Sectoral Experience: Candidates should demonstrate deep sector expertise and established client relationships in one or more of the following coverage areas relevant to the China onshore market:
- ECM
- TMT
- Industrial
- Healthcare & Life Sciences
- Financial Institutions Group
- Natural Resources & Energy
- Consumer & Retail
- Real Estate & Infrastructure
- Education & Government Services
- Automotive & New Energy Vehicles (NEV)
- Familiarity with CSRC/Exchanges/SAC rules
- Secure and maintain all necessary CSRC licenses (or any other licenses / qualifications as required) for carrying out securities and other regulated activities
- Support end-to-end execution of M&A, ECM, and strategic advisory transactions under the guidance of VPs and Directors
- Build and maintain financial models including DCF, trading comparables, precedent transaction analysis, and LBO models
- Prepare pitch books, information memoranda, management presentations, and regulatory filings
- Conduct industry and company research, competitive benchmarking, and sector-specific due diligence
- Coordinate with legal, accounting, and other advisors across multi-party transaction processes
- Assist in drafting CSRC/exchange submissions and regulatory documentation for onshore transactions
- Preference for HK SFC Type 6 licenses / qualifications
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Job Family Group:
Institutional Banking
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Job Family:
Investment Banking
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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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.
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