M&A Lead Analyst - Vice President

Posted 3 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
142K-213K Annually
Senior level
Fintech • Financial Services
The Role
Leads and supports mergers and acquisitions transactions, including target research, financial modeling, valuation analysis, due diligence, negotiations, approvals, transaction documentation, closing, and post-close integration. Prepares executive and regulatory reports, presentations, and approval materials; coordinates deal teams and internal stakeholders; assesses risks and supports compliance. Provides subject-matter guidance, contributes to process improvements, and coaches newer team members.
Summary Generated by Built In
The M&A Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
  • Participates in various aspects of assessing and executing strategic transactions for Citi
  • Contributes to the identification, analysis and prioritization of strategic transaction targets, contacting prospective targets or their professional advisors to discuss opportunities
  • Assists in developing financial models and projections, assembling and coordinating due diligence processes
  • Assists in the negotiation and documentation of transactions, coordinating internal approval processes and assisting in the preparation of related presentation and notification materials
  • Aids in the closing and integration of assets into Citi’s management structure, operating and financial reporting platforms and other systems
  • Researches potential acquisition and divestiture targets, prepare financial analyses and models, produce reports and updates for executives and regulators, and participate in the preparation of marketing materials and approval documents for executives and the Board of Directors.
  • Supports the deal teams in project management, due diligence and financial modeling, as well as exploratory research which may be in support of senior Corporate M&A professionals or independently.
  • Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area.
  • Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.
  • Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
  • Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources.
  • Influences decisions through advice, counsel and/or facilitating services to others in area of specialization.
  • Regularly assumes informal/formal leadership role within teams.
  • Involved in coaching and training of new recruits
  • 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 experience as a professional in investment banking with significant M&A exposure. Excellent analytical and modeling skills. solid Microsoft Excel and Power Point skills
  • Financial Services expertise
Education:
  • Bachelors degree, potentially Masters degree

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Job Family Group: Finance

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Job Family:Mergers & Acquisitions

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Time Type:Full time

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Primary Location:New York New York United States

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Primary Location Full Time Salary Range:$142,320.00 - $213,480.00


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.

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Most Relevant Skills Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.

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

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Anticipated Posting Close Date:Nov 27, 2026

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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

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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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.

Skills Required

  • 6-10 years of professional investment banking experience with significant M&A exposure
  • Excellent analytical and financial modeling skills
  • Solid Microsoft Excel skills
  • Solid Microsoft PowerPoint skills
  • Financial services expertise
  • Bachelor's degree
  • Master's degree

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength — Health coverage is presented as comprehensive, including free in-network preventive care, mental-health resources, and the Be Well Program. Materials also state new hires have access to health and insurance benefits from the outset.
  • Retirement Support — The retirement plan offers a $1-for-$1 match up to 6% of eligible pay. New employees are eligible for the plan, with automatic enrollment after 90 days if they do not enroll themselves.
  • Inclusive Benefits Coverage — Benefits highlight fertility treatment coverage, adoption/surrogacy reimbursement up to $30,000, and disability coverage. Coverage extends to spouses and domestic partners regardless of gender identity or sexuality, with gender-affirming care-related support noted.

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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