Investment banking analyst job description

**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 your 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 Institutional Clients Group (ICG) is looking for Full Time Analysts to join the Banking, Capital Markets and Advisory Investment Banking team in NAM. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients.

**Your time here will look something like this...**

• Conduct research and analyze business and industry trends • Build financial models, perform valuation analyses, and explore complex transactions across the full spectrum of Citi's business and product capabilities • Participate in client development, through working on live transactions and assisting in the generation of new ideas for clients • Collaborate with and learn from teams of professionals across the organization

**We provide you with the knowledge and skills you need to succeed.**

We're committed to teaching you the ropes. The 2 year Analyst program starts in June and begins with a 6 to 8 week in-depth training program. After a placement process, based on your interests and our needs, you will be matched with an Investment Banking team to work with for the next two years. Top performing Analysts in their third year with Citi will be eligible for a one-year rotation within an alternative team in North America or internationally. While you're in the Analyst role, you're eligible to participate in Citi's mentorship program, which will provide further training and guidance during and after the program from senior leaders within the firm.

**We want to hear from you if...**

You are in your final year of university or graduated with a preferred GPA of 3.5 or above

**Who we think will be a great fit...**

A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking, and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: • Commitment to personal growth and career development - a strong desire to learn and success in team environments • Knowledge of the global or domestic business landscape is a plus, but not required • Strong communication, planning, and organizational skills • Passion for client service and a dedication to deliver the best results on every project • Desire to develop a deep understanding of the financial industry • Unquestioned commitment to integrity and ethical decision-making

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we're 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Analyst Project Finance Investment Banking

Job Summary / Responsibilities:

Conducting detailed credit analysis and financial due diligence on new business opportunities for Project Finance deals in Latin America and North America in the power, natural resources and infrastructure sectors
Modeling complex cash flow projections, analyzing credit agreements, drafting term sheets, and working with Bank products (Loans, Interest Rates Swaps, Foreign Exchange and Bonds)
Supporting Project Finance deals and transactions through to closing and liaising with the Portfolio Group applying in-depth knowledge of the project finance market, credit analysis and administration
Preparing marketing materials (pitch books) for Project Finance deals in the power, natural resources and infrastructure sectors
Analyzing new transactions and preparing credit applications to be delivered to the internal credit team for their review and approval
Performing due diligence, including reviewing market studies, engineering reports, financial models, customer financial information, project contracts, and legal analyses

Requirements:

Education:

A Bachelor's Degree in Business Administration, Finance, Economics, or a related field.

Experience:

A minimum of 1 to 3 years of related Financial Services work experience; with related Project Finance, Infrastructure Finance experience analyzing credit risk, modeling complex cash flow projections, reviewing credit agreements, drafting term sheets, and working with Bank products (Loans, Interest Rates Swaps, Foreign Exchange and Bonds)
Performing due diligence for Project Finance projects in LatAm and North America in the power, natural resources and infrastructure sectors

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

#LI-Onsite

NOTE: This internship program is aimed toward college juniors (rising seniors, graduating December 2024 or May 2025)

MTS seeks candidates to fill the position of Investment Banking Summer Analyst. The Investment Banking Summer Analyst will play an important role on the firm's advisory team, supporting an appropriately staffed team in a broad range of transactions including mergers, acquisitions, divestitures, restructurings, royalty monetizations and capital markets transactions. Summer Analysts can expect to receive a higher level of responsibility and deal execution experience than at peer institutions.
Day-to-Day Responsibilities

Responsibilities include conducting company and industry research, performing financial and valuation analyses, creating business profiles, and preparing industry overviews on subsectors within the healthcare industry. Financial analyses include creating detailed financial models used for valuation and other financial analysis (DCF, LBO, M&A, accretion/dilution, comparable company and transaction analysis); preparing marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations; conducting extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction.

Qualifications

Candidates should have a strong desire to work in investment banking and an interest in the healthcare industry. We are looking for candidates with demonstrated leadership in academics and extracurricular activities and currently enrolled full-time at a top rated institution. We seek young men and women with overall excellent judgment and character, strong quantitative and qualitative analytical skills, knowledge of corporate finance, keen attention to detail, desire to excel, and commitment to contributing to the MTS team culture.

Why Choose MTS as a Career

MTS Health Partners, L.P. is a fast-paced, collegial environment of approximately 55 banking professionals and 70 members overall with a tight-knit culture focused on professional growth. Anchored by the foundation of a well-run partnership, team members have unparalleled access to Senior Bankers and are rewarded with responsibilities commensurate with demonstrated skill and professional maturity. MTS promotes an environment based on teamwork and camaraderie, with an emphasis on entrepreneurship, accountability and innovation. MTS is dedicated to promoting from within the firm and developing each team member's career.

Why Clients Choose MTS as Their Banker

MTS Health Partners is a leading boutique investment bank that provides strategic and financial advice related to mergers & acquisitions, divestitures, restructuring, and equity and structured products capital markets transactions for companies in the global healthcare industry. We focus on all healthcare industry sub-sectors, including biopharmaceuticals, life science tools and diagnostics, medical technology, data-driven healthcare technology, and a broad range of healthcare services.

Founded in 2000, MTS is distinguished by its dedicated healthcare industry focus, senior level hands-on deal execution, and the unique perspective and network MTS brings given the deep experience of its senior professional team - all without the conflicts of interest that most banks face. The U.S. and global healthcare industry is currently in the midst of unprecedented growth and change in a volatile economic environment; MTS plays a crucial role in advising our clients as they face critical strategic and financial decisions during these times.

Uniquely, MTS' business model focuses on alignment with our clients, building long-term relationships and engineering and executing the “right” transaction for our client. We specialize in executing complex transactions (e.g. mergers, restructurings, privately negotiated equity, structured debt, hybrid financings) where our “skill” as bankers is more important than the “scale” of an organization, such as in widely syndicated transactions (e.g. follow-on equity offerings, senior debt offerings). However, when a situation calls for a hybrid approach of private negotiation and public syndication, we also have the ability, as a registered broker-deal, and the flexibility to call on our experience and relationships to orchestrate the appropriate deal. Whereas many banks are divided into industry coverage groups and product groups, the same deal team at MTS originates and executes the transaction, thus maintaining control of every aspect of advice, strategy, and execution and avoiding the conflicts of interest seen at other advisory firms.
Note:The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.