Relationship Associate - Power
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