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Director - Investment Banker - Diversified Financials - NEW YORK image - Rise Careers
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Director - Investment Banker - Diversified Financials - NEW YORK

The Diversified Financials Banker is a senior level position responsible for assisting non-bank financial 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 act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

  • Leverage past investment banking or related experience to enhance Mergers and Acquisitions (M&A) execution and capital raising capabilities and contribute to building Citi's franchise
  • Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
  • Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards,
  • Anticipate future changes in the marketplace
  • Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.)
  • Serve as a mentor to junior Bankers, execute staffing models that support business needs and career trajectories for junior staff
  • Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends
  • Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions
  • 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:

  • 15+ years of relevant experience
  • Experience in people management
  • Bachelor’s degree in Finance or closely related areas of Business Administration preferred
  • Master's degree in Business Administration preferred
  • Experience working in an investment banking institution(s)
  • Consistently demonstrates clear and concise written and verbal communication
  • Demonstrated ability to remain unbiased in a diverse working environment
  • Series 79 and 63 licenses

Education:

  • Bachelor’s degree/University degree or equivalent experience
  • Master’s degree preferred

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Job Family Group:

Institutional Banking

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Job Family:

Investment Banking

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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:

$200,000.00 - $300,000.00


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.

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Anticipated Posting Close Date:

Sep 09, 2025

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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Average salary estimate

$250000 / YEARLY (est.)
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$200000K
$300000K

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What You Should Know About Director - Investment Banker - Diversified Financials - NEW YORK, Citi

Join Citi as a Director - Investment Banker in Diversified Financials based in New York! This is a senior role where you'll work with non-bank financial clients, helping them raise funds in capital markets while providing strategic advisory for mergers, acquisitions, and various financial transactions alongside our Institutional Banking team. Day-to-day, you’ll formulate investment strategies, foster client relationships, and implement tailored financial solutions. Your extensive experience in investment banking will enhance our M&A execution and capital raising capabilities, contributing to Citi's growth. By maintaining a robust pipeline of deals, you will meet revenue goals and ensure compliance with ethical and risk standards. As a mentor to junior bankers, you’ll oversee staffing models and nurture career trajectories within your team. You'll also assess and manage potential risks, ensuring that decisions bolster our firm’s reputation while adhering to applicable laws. With responsibilities that balance technical financial acumen with relationship management, this role offers the chance to significantly shape your clients’ financial success. If you’re someone who thrives on strategic financial advising and enjoys mentoring others, this position is the perfect opportunity to leverage your talents and drive impactful results in a collaborative environment.

Frequently Asked Questions (FAQs) for Director - Investment Banker - Diversified Financials - NEW YORK Role at Citi
What are the key responsibilities of a Director - Investment Banker at Citi?

As a Director - Investment Banker at Citi, you will be responsible for assisting non-bank financial clients in raising funds in capital markets, providing strategic advisory services for mergers and acquisitions, and building client relationships through tailored financial solutions. You will also manage a pipeline of deals to meet revenue targets and mentor junior bankers.

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What qualifications are required for the Director - Investment Banker position at Citi?

The Director - Investment Banker role at Citi requires a minimum of 15 years of relevant experience in investment banking or related fields. Strong leadership skills, a Bachelor's degree in Finance or Business Administration, and a Master's degree are preferred. Additionally, candidates must have the Series 79 and 63 licenses.

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How does the Director - Investment Banker contribute to Citi's growth?

In the Director - Investment Banker role, you'll enhance Citi's ability to execute mergers and acquisitions and capital raising by leveraging your past investment banking experience. By maintaining a robust deal pipeline and ensuring risk-compliant solutions, you directly contribute to the company's revenue and franchise growth.

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What does the career trajectory look like for a Director - Investment Banker at Citi?

As a Director - Investment Banker at Citi, your career trajectory can involve advancing to senior strategic roles, overseeing larger teams, and possibly moving into executive positions within the investment banking sector. Your mentorship of junior bankers and your contributions to significant financial transactions will be key in shaping your future opportunities.

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What benefits does Citi offer to its employees in the Director - Investment Banker role?

Citi offers a robust benefits package for the Director - Investment Banker position, including competitive salary ranges, medical, dental, and vision coverage, a 401(k) plan, life insurance, and paid time off. Employees may also have access to wellness programs and other incentive awards depending on eligibility.

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Common Interview Questions for Director - Investment Banker - Diversified Financials - NEW YORK
Can you describe your approach to managing M&A transactions?

In response to this question, highlight your structured methodology for managing M&A transactions, including your strategy for evaluating potential targets, integrating due diligence processes, and ensuring that all stakeholder interests are aligned throughout the transaction.

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How do you identify and manage potential risks in financial transactions?

Discuss your experience in risk assessment, focusing on how you analyze various types of risks, such as industry, sovereign, operational, and regulatory risks. Provide examples of how you've successfully mitigated these risks in previous roles.

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What strategies do you use to build and maintain client relationships?

Elaborate on the importance of understanding client needs, actively communicating, and providing tailored solutions. Share specific tactics, such as regular check-ins or follow-ups, that you've employed to strengthen client rapport and trust.

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Can you give an example of a time when you led a successful fundraising campaign?

Provide a specific instance where you played a pivotal role in a successful fundraising campaign. Detail the strategies you implemented, the challenges faced, and how you overcame them to achieve desired outcomes.

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How do you ensure compliance within your team?

Discuss your commitment to ethical standards and compliance procedures. Explain how you train and instill these principles in your team, emphasizing transparency and accountability.

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What role does mentorship play in your leadership style?

Share your philosophy on mentorship, illustrating how you guide and support junior team members in their professional growth. Mention specific examples of how mentorship has been successful in your past roles.

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What tools or methodologies do you find most effective for analyzing market trends?

Discuss various financial modeling tools and analytical methods that you find helpful. Highlight how these tools enable you to stay informed on market conditions and to make data-driven recommendations to clients.

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How do you handle conflict within your team or with clients?

Explain your conflict resolution approach, highlighting how you prioritize open communication and active listening. Provide examples of past conflicts you successfully resolved.

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Can you describe a complex financial issue you've navigated?

Elaborate on a specific complex financial issue, detailing your thought process, the steps taken to resolve it, and the positive outcomes that resulted from your efforts.

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What do you see as the future of investment banking, and how should Citi prepare?

Offer your insights on future trends in investment banking, such as technological innovations or regulatory changes. Propose strategies that Citi could adopt to stay ahead in this evolving landscape.

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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 capi...

542 jobs
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CULTURE VALUES
Inclusive & Diverse
Rise from Within
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Full-time, on-site
DATE POSTED
April 7, 2025

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