Financial Services Specialist

5 days ago


Mumbai, Maharashtra, India Citigroup Full time
About the Role

The Investment Banking Senior Analyst is an intermediate-level position that plays a pivotal role in assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions. This role requires coordination with the Institutional Banking team to serve as a strategic advisor to our clients by formulating investment strategies and raising capital.

Key Responsibilities
  • Work closely with senior Banking, Capital Markets, and Advisory officers and professionals to participate in client transactions projects or assignments as the junior member of the Investment Banking team.
  • Organize and analyze 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.
Qualifications and Requirements
  • 2-5 years of relevant experience.
  • Series 79 and 63 licenses.
  • Clear and concise written and verbal communication skills.
  • Ability to work under pressure in a rapidly changing environment 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.



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