Investment Counselor jobs at Citi Group

The Investment Banking 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 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
• 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:

• 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:

• The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
• Help support the senior members of the investment team in their delivery of investment solutions to clients.
• Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
• Prepare investment policy statements for prospective clients
• Analyze economic trends/activities and advise the effects on the investors’ portfolios
• Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
• Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
• In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
• Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• 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.

• 5-8 years of experience
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
• US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

Responsibilities:

• Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team
• Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
• Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
• Conduct economic/financial research
• Evaluate company’s financial performance compared to overall industry and market trends
• Build complex financial models for valuation purposes
• 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:

• 2-5 years of relevant experience
• Bachelor's degree in Finance or closely related areas of Business Administration
• Series 79 and 63 licenses
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work under pressure in a rapidly changing environment in order to meet deadlines

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:

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:

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: