CareerPlan

Relationship Associate - Power

New York, NY, USFull-time$130k–$195k2026-11-07 → 2026-11-09
Based in United States

Core

Senior-level role assisting clients in raising capital market funds and providing strategic advisory for M&A and financial transactions.

Role type

Senior IC relationship associate (institutional banking)

Builds

Capital raising solutions, M&A advisory, and transaction banking products for corporate clients

Domain

Financial services / Institutional Banking

Required skills

Credit analysis, financial accounting, loan structuring, KYC compliance, client portfolio management, risk assessment, regulatory compliance

Preferred skills

Master's degree, treasury modeling expertise, ISDA/CSA agreement knowledge

Technologies

Citi Investment Strategies (CIS), standard banking documentation systems

Responsibilities

Build relationships with internal/external audiences, perform financial/operational investigations, assist in relationship reviews and client portfolios, facilitate credit originations and documentation, identify revenue opportunities, represent team in client meetings, assess risk and ensure regulatory compliance

Seniority

Senior, hands-on IC