Investment Banking Analyst - Software

The Investment Banking Analyst 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 Analyst 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:Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking teamResponsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plansPrepare written recommendations, valuation materials and statistical exhibits for pitches and live dealsConduct economic/financial researchEvaluate company's financial performance compared to overall industry and market trendsBuild complex financial models for valuation purposesAppropriately 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:2-5 years of relevant experienceBachelor's degree in Finance or closely related areas of Business AdministrationSeries 79 and 63 licensesConsistently demonstrates clear and concise written and verbal communication skillsAbility to work under pressure in a rapidly changing environment in order to meet deadlinesEducation: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 BankingJob Family:Investment BankingTime Type:Full timePrimary Location:Boston Massachusetts United StatesPrimary Location Full Time Salary Range:$110,000.00 - $135,000.00In 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 SkillsPlease see the requirements listed above.Other Relevant SkillsFor complementary skills, please see above and/or contact the recruiter.Anticipated Posting Close Date:Mar 06, 2026Citi 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.