Mergers and Acquisitions (M&A) Senior Analyst - Assistant Vice President

Reposted 3 Days Ago
Be an Early Applicant
New York, NY
In-Office
109K-164K Annually
Senior level
Fintech • Financial Services
The Role
The M&A Senior Analyst assists in assessing and executing strategic transactions, contributing to financial models, due diligence, negotiations, and integration within Citi's management structure while also coaching and mentoring new recruits.
Summary Generated by Built In

Corporate Mergers and Acquisitions (M&A) provides internal advisory and deal execution services to executives and business heads throughout the organization, including close collaboration with legal, finance/accounting, tax and other areas for all business units and geographies across Citigroup and its subsidiaries. Projects include acquisitions and other expansionary transactions, divestitures, transaction management, corporate valuation, sell-side auctions, exploratory M&A analysis and advisement of senior executives and Board of Directors and completion of the Separability workstream for Citi’s annual recovery and resolution plans (RRP).

The M&A Sr. Analyst supports the project management and execution of acquisitions and divestitures, and other similar projects in support of a Vice President and senior deal leads. The role requires leading the financial analysis, preparation and evaluation of marketing materials, coordination of due diligence including preparation of the management team for due diligence, analysis and review of key transaction issues with all Citigroup functional team leaders, and presentation of key business/legal issues and financial impact of the contemplated transaction to senior management. The role includes the support of planning processes that evaluate multiple scenarios and structures for acquisitions, divestitures, strategic investments and special situations with engagement internally across businesses and internal teams, as well as externally, with counterparties and advisors in the marketplace.

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
  • Executes complex financial modeling and portfolio analysis to evaluate the financial consequences of M&A activity including valuation, gain on sale calculations, earnings per share accretion/dilution, and capital and liquidity analysis.
  • 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
  • Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations.
  • Works with cross-functional teams to ensure proper review of transactions by all control functions.
  • Supports the M&A team’s efforts in the preparation of annual Resolution and Recovery plans to be presented to U.S. regulators, including the Federal Reserve and the FDIC.
  • Monitors regulatory changes in the U.S. and internationally and assess the potential impact on Recovery and Resolution Planning activities.
  • 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 experience
  • 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.
  • 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.
  • Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources.
  • Excellent communication and diplomacy skills are required.

Education:

  • Bachelor's degree, potentially Master's degree

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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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:

$109,120.00 - $163,680.00


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:

Jan 02, 2026

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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.

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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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