Relationship Manager - Financial Institution

The Financial Institution Analyst is an intermediate-level position responsible for assisting clients in corporate banking activities (i.e. loans, transaction banking, markets, custody, etc.) and raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactions in coordination with the Institutional Banking team. The Financial Institution Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients for day-to-day corporate banking activities as well as formulating investment strategies and raising capital for clients.

Responsibilities:

• Participate in client transactions, projects, or assignments as the junior member of a professional team.
• Work closely with the credit analyst team, underwriter, and risk team for renewal/new credit requests.
• Partner with senior Corporate Banking Officers and professionals.
• Organize and analyze sophisticated financial data used in client proposals and strategic plans.
• Prepare written recommendations and create statistical exhibits.
• Conduct economic/financial research.
• Provide evaluations of a company’s financial performance compared to overall industry and market trends or data.
• Assess risk when business decisions are made, demonstrating 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:

• 2-5 years of relevant experience.
• Theoretical and practical application of a body of highly specialized knowledge is required, including comprehensive knowledge of the Corporate Banking business, its related products, and pertinent regulations affecting it.
• Consistently demonstrate clear and concise written and verbal communication.
• Demonstrated planning and organizational skills.

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.

Job Family Group: Institutional Banking

Job Family: Corporate Banking

Time Type: Full time

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.