Investment Salesperson jobs at Citi Group in United States, New York

Requirements: Bachelor’s degree, or foreign equivalent, in Economics, Business Administration, or a related field, and three (3) years of experience in the job offered or in a related occupation providing strategic advisory services within the financial services industry. Three (3) years of experience must include: Identifying institutional client needs and working with banks, hedge funds, real money accounts, and internal stakeholders to provide best-in-class offerings for capital markets cash and derivatives products; Pricing FX and rates derivatives including tailor-made structures for local LATAM banks and insurance companies looking to hedge their investments and liabilities using excel models and Bloomberg tools; Working in Latin American financial markets, developing knowledge in local products and regulations, pension systems, and the political environment of each country in the region; Analyzing data from financial information systems including Bloomberg to identify market catalysts, trends, and risks to produce in-depth analytical reports; Analyzing data published by LATAM central banks and other public entities to identify specific institutional sector investment trends and strategies; Working with LATAM Rates instruments both cash (bonds) and derivatives (bilateral and centrally cleared); Working with foreign exchange market dynamics and instruments including linear (spot, forwards, NDFs) as well as nonlinear instruments (FX vol products); and Working with global securitized products, in particular emerging market credit, both sovereign and corporate debt, in cash and derivatives format. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID # 25866721. EO Employer.

Wage Range: $200,000 to $250,000/year

Anticipated Posting Close Date:

Requirements: Requires a Bachelor’s degree, or foreign equivalent, in Management, Finance, Economics, Business, or related field and 6 years of progressive, post-baccalaureate experience as a Salesperson, Management Associate or related position involving institutional investor sales in the Caribbean and Central America regions. 6 years of experience must include: Investment and financial analysis; Basel regulations; Finance Workstation, TPS or E-Dealer Workstation, DPAddins, EQRMS, and Bloomberg; Derivative pricing and methodologies; Corporate finance and capital markets knowledge; Caribbean and Central American financial regulations; and Relationship management. Up to 25% international travel required. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25855524. EO Employer.

Wage Range: $275,000 to $300,000

Anticipated Posting Close Date:

Responsibilities:

• Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
• Advise on directional strategy and provide guidance on significant business/product decisions
• Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
• Prepare analytics in support of CEO Reviews, including business initiatives
• Execute analysis of product profitability and provide guidance on significant business and product decisions
• Develop and maintain relationships with key partners and senior management to influence behavior and decision making
• Prepare presentations and analysis for the team supporting the CFO
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Appropriately 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:

• 6-10 years of relevant experience
• Proficient computer skills with a focus on Microsoft Office applications
• Effective verbal and written communication skills
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/University degree or equivalent experience
• 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.

Anticipated Posting Close Date:

Responsibilities:

• Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
• 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
• Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
• 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:

• 6-10 years of experience
• Experience in the Financial Services industry, specifically within Banking
• Degree in Finance or closely related areas of Business Administration
• MBA or Master's Degree in Business preferred
• Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
• Series 7 and 63 preferred
  

Education:

• Bachelor’s degree/University degree or equivalent experience
• 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.

Anticipated Posting Close Date:

The Investment Banking Senior Associate 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 Associate 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:

• Assist in the execution of Citi’s Investment Banking business activities
• Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
• Contribute to building Citi’s franchise
• Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate

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.

Anticipated Posting Close Date:

Responsibilities:

• Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
• 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
• Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
• 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:

• 6-10 years of experience
• Experience in the Financial Services industry, specifically within Banking
• Degree in Finance or closely related areas of Business Administration
• MBA or Master's Degree in Business preferred
• Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
• Series 7 and 63 preferred
  

Education:

• Bachelor’s degree/University degree or equivalent experience
• 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.

Anticipated Posting Close Date: