The Banker 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 VP Banker 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:
1. Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
2. Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
3. Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
4. Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects
Qualifications:
5. Significant experience with a focus on metals and mining
6. Experience in the Financial Services industry, specifically within Banking
7. Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
8. Consistently demonstrates clear and concise written and verbal communication skills
9. Ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines
10. Knowledge of the relevant financial and regulatory environments that surrounds M&A
11. Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
12. Advanced Microsoft Office skills (Word, PowerPoint and Excel)
13. Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business
14. Series 7 and 63 preferred
Education:
15. Bachelor’s degree/University degree or equivalent experience
16. 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.
Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
Honesty, integrity and reputation
Financial soundness
Competence and capability
In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.
By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.
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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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