• Job Description

  Req#: 25851604
  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:

  • 5-8 years of experience in a related 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

  
  
  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

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  Job Family:

  Investment Banking

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  Time Type:

  Full time

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  Primary Location:

  Houston Texas United States

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  Primary Location Full Time Salary Range:

  $120,880.00 - $181,320.00

  
  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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  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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  Anticipated Posting Close Date:

  Jul 18, 2025

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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.

  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.

• About the company

  While we're a global bank, our mission is simple: We responsibly provide financial services that enable growth and economic progress. We strive to earn and maintain the public's trust by constantly adhering to the highest ethical standards. We ask our colleagues to ensure that their decisions pass three tests: they are in our clients' interests, create economic value, and are always systemically responsible. When we do these things well, we make a positive financial and social impact in the communities we serve and show what a global bank can do.

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