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Investment Banking Sr Associate - Financial Sponsor Coverage (NEW YORK)

Investment Banking Sr Associate - Financial Sponsor Coverage (NEW YORK)

CitigroupNew York, NY, US
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Investment Banking Sr Associate - Financial Sponsor Coverage (NEW YORK)

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Develop and manage relationships with financial sponsor clients, including private equity firms. Originate new business mandates from financial sponsors related to financial advisory, capital raising, and risk management. Liaise with product and industry coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies. Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions. Drive idea generation related to new investment opportunities, including leveraged buyouts, minority stake investments and structured capital investments. Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations. Lead internal credit approval process related to acquisition financings, dividend recapitalizations, re-financings and other credit transactions for private equity clients. Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams. Serve as technical subject matter expert in relevant accounting, corporate finance and capital markets concepts.

Responsibilities :

  • Utilize knowledge of corporate finance, accounting, M&A, credit underwriting, business valuation and capital markets concepts in order to develop, review and present financial models related to valuation, M&A, and credit underwriting;
  • Provide advisory services to private equity clients on capital raising, risk management, M&A, valuation and capital deployment;
  • Analyze and interpret financial statements, equity research, economic data, credit rating reports, and accounting and business diligence in support of client transactions and advisory assignments, either in the form of modeling or credit analysis;
  • Prepare and present credit analyses materials to senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions;
  • Conduct detailed credit analyses including modelling, credit worthiness assessment, and potential risks and mitigants identification; and
  • Utilize financial data platforms including MergerMarket, LCD, FactSet and Capital IQ to help build out financial analyses and usable data.

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.

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