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Banking - Investment Banking, LATAM Full-Time Analyst - NEW YORK, US 2027

Citigroup

New York, NYFull-time$80–115K/yrSeen 1w agoSeen in employer's feed 4 days ago

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At a glance

Compensation
$80–115K/yr
Location
New York, NY
Schedule
Full-time
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Series 79 And 63 Licenses

Job overview

The Analyst Trainee NE is a training position preparing future investment banking analysts to assist clients with capital raising and strategic advisory services for mergers, acquisitions, and other financial transactions. The role supports client proposals and live deals through financial analysis, research, recommendations, valuation materials, and modeling, while developing the skills needed to advise clients on investment strategies and capital raising.

Skills & qualifications

RequiredNice to have

Skills

Financial Data AnalysisFinancial ResearchFinancial ModelingWritten CommunicationVerbal CommunicationWorking Under Pressure

Qualifications

0-2 Years Relevant ExperienceBachelor's in Finance or Related Business AdministrationSeries 79 and 63 Licenses

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off

Full job description

The Analyst Trainee NE is training position responsible for preparing future investment banking analysts in 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 overall objective of this role is to prepare incoming Investment Banking Analysts for their role as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

  • 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:

  • 0-2 years 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/University degree or equivalent experience

Job Family Group:

Institutional Banking


Job Family:

Investment Banking


Time Type:

Full time


Primary Location:

New York New York United States


Primary Location Full Time Salary Range:

$80,000.00 - $115,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.


Most Relevant Skills

Please see the requirements listed above.


Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.


Anticipated Posting Close Date:

Oct 20, 2026


Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois\_Career\_Supplement\_a11y.pdf)


Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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