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About the Role
This entry-level Associate role on the Healthcare, Higher Ed & Nonprofit team offers a strong foundation in financial analysis, credit risk assessment, and client management within the nonprofit industry.
Responsibilities
- Cover a portfolio of 40-50 clients in conjunction with deal teams.
- Act as a primary contributor and reviewer in all facets of deal execution, including financial analysis, modeling, risk analysis, and due diligence.
- Support senior bankers in managing client relationships and interact with internal partners to deliver financial solutions.
- Assist with the training and professional development of junior Analysts.
- Conduct detailed company research and industry analysis within the nonprofit sector.
- Appropriately assess risk when making business decisions, ensuring compliance with laws, rules, and regulations, and adhering to policy.
Requirements
- 1-2 years of associate work experience.
- Proficiency in financial modeling and financial data analysis.
- Strong presentation skills.
- Strong analytical and problem-solving skills.
- Proficiency in MS Word, Access, Excel, and PowerPoint.
- Obtain Series 63 and 79 licenses, and pass SIE, within 150 days of joining.
Skills
- Financial modeling
- Financial data analysis
- Presentation skills
- Analytical skills
- Problem-solving skills
- MS Word
- MS Access
- MS Excel
- MS PowerPoint
Location
- New York, New York, United States
Work Type
- Full time
Experience Level
- Associate
Education Level
- Bachelor's/University degree
Salary/Compensations
- $130,000.00 - $145,000.00
Benefits
- Discretionary and formulaic incentive and retention awards
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off (vacation)
- Unplanned time off (sick leave)
- Paid holidays
About the Company
- Citi is an equal opportunity employer.
Equal Opportunity
- 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.
- Reasonable accommodation for persons with disabilities is available.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.