The Analyst Trainee NE is training position responsible for preparing future investment banking analysts in assisting 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 prepare incoming Investment Banking Analysts for their role as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
- Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
- Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
- Conduct economic/financial research
- Evaluate company’s financial performance compared to overall industry and market trends
- Build complex financial models for valuation purposes
- 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:
- 0-2 years relevant experience
- Bachelor’s degree in Finance or closely related areas of Business Administration
- Consistently demonstrates clear and concise written and verbal communication skills
- Ability to work under pressure in a rapidly changing environment in order to meet deadlines
Education:
- Bachelor’s/University degree or equivalent experience
You’re the brains behind our work. You’re ready to bring your knowledge from the classroom to the boardroom, and Citi wants to help you get there. Whether it’s honing your skills or building your network, we know that success can’t come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on our team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when.
Citi’s Banking Team is looking for a Summer Analyst to join the Investment Banking team in Calgary. The Investment Banking group advises corporate clients who want to raise funds in capital markets and who need strategic support in financial transactions. Initiatives you may be working on with clients include mergers & acquisitions, divestitures, financial restructurings, underwriting, and distributing equity, debt, and derivative securities. As an Investment Banking Summer Analyst, you will join an intensive training program in New York, where you will receive in-depth education on a variety of these topics to learn the fundamentals of the Summer Analyst role and introduce you to Citi’s culture.
Citi bankers draw on our unique global presence and unparalleled markets expertise to provide our clients with highly valuable, best-in-class advice on financial matters in all corners of the globe.
We’re committed to teaching you the ropes. The Summer Analyst program starts in early June 2025. Top-performing Summer Analysts may be eligible to return to Citi after graduation to work as Full-Time Analysts.
Your time here will look something like this..
* Collecting and analyzing company information to assist transactions, including conducting industry research, revising, and organizing financial data
* Analyzing financial data and developing financial models including company valuations, discounted cash flow analysis, financing, and comparative analyses
* Creating and finalizing new business development presentations
* Assisting in the production of confidential information memorandums
* Working collaboratively with global deal teams across a number of regions on various cross-border transactions
* Coordinating tasks with internal and external working teams
We want to hear from you if...
* You are planning to obtain your undergraduate degree between December 2025 and May 2026.
* You have an interest in the capital markets and knowledge of accounting principles and understanding of financial statements.
* You have proficient computer and financial modeling skills
* You want to develop an ability to interact directly with clients
* You possess superior verbal and written communication skills
* You work well in a team environment
* You can demonstrate a track record of managing numerous tasks and deadlines simultaneously
Who we think will be a great fit…
We’re looking for motivated individuals, who are eager to start a career in Investment Banking. Successful candidates take pride in all aspects of their work and recognize that it is a reflection not just of the firm, but of themselves. We value diversity and so do you. We’ll also be looking for the following:
- Ability to win and sustain the loyalty of the most demanding institutional clients with confidence and good judgment.
- Intellectual curiosity and proactive approach to searching for new and creative ideas to implement innovative investment banking strategies.
- Enthusiasm for contributing to the Citi community, through teamwork, leadership, and mentoring.
- Commitment to their own personal success and the success of the institution as a whole
Citi Canada is an equal opportunity employer. Accordingly, we will make reasonable accommodations to respond to the needs of people with disabilities. Individuals who view themselves as Aboriginals, members of visible minorities, and disabled are encouraged to apply in confidence.
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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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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.
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