Assist clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions
Job Summary
Assist clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions.
Organize and analyze sophisticated financial data, prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
Build complex financial models for valuation purposes and appropriately assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets.
Matching Summary
Assist clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions.
Skills & Requirements
Must-have
financial data analysis
client proposals
strategic plans
economic research
financial modeling
risk assessment
Nice-to-have
strategic advisor
capital raising
mergers and acquisitions
compliance with laws
ethical judgment
Key Requirements
2-5 years of relevant experience
Bachelor's degree in Finance
Series 79 and 63 licenses
Clear and concise written and verbal communication