The Investment Banking Senior 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 Senior 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:
1. Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
2. Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
3. Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
4. Conduct economic/financial research
5. Evaluate company’s financial performance compared to overall industry and market trends
6. Build complex financial models for valuation purposes
Qualifications:
7. Series 79 and 63 licenses
8. Consistently demonstrates clear and concise written and verbal communication skills
9. Ability to work under pressure in a rapidly changing environment in order to meet deadlines
Education:
10. 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.
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (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:
11. Honesty, integrity and reputation
12. Financial soundness
13. Competence and capability
In order to comply with the requirements of the Certification Regime, 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, regulated reference checks, credit checks and other background screening 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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