Citi is a leading global bank, and they are seeking a highly motivated Associate for a front-office coverage role on the Healthcare, Higher Ed & Nonprofit team. This position offers an excellent opportunity to build a career in the nonprofit industry by developing core competencies in financial analysis, credit risk assessment, and client management.
Responsibilities
- Portfolio Management: Cover a portfolio of 40-50 clients in conjunction with deal teams comprised of Analysts, Associates, Vice Presidents, and senior Credit Officers
- Transaction Execution: Act as a primary contributor and reviewer in all facets of deal execution, including in-depth financial analysis, complex financial modeling, risk analysis, and due diligence for credit extensions to new and existing clients
- Client & Partner Interaction: Support senior bankers in managing client relationships and interact with various internal partners, including Loan Structuring & Syndications, Commodities, Treasury & Trade Services, and various operations functions to deliver integrated financial solutions
- Team Development: Assist with the training and professional development of junior Analysts on the team
- Industry Analysis: Conduct detailed company research and industry analysis to identify key trends, risks, and opportunities within the non profit sector
- Risk Management: Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients, and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency
Skills
- 1- 2 years associate work experience
- Proficiency in financial modeling and financial data analysis is required
- Strong presentation skills
- Strong analytical and problem-solving skills
- MS Word, Access, Excel, and PowerPoint are second nature
- Obtain Series 63 and 79 licenses, and pass SIE, within 150 days of joining
- Bachelor's/University degree is required
Benefits
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company Overview
- Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. It was founded in 1812, and is headquartered in San Antonio, Texas, USA, with a workforce of 10001+ employees. Its website is https://www.citi.com.
Company H1B Sponsorship
- Citi has a track record of offering H1B sponsorships, with 276 in 2026, 1386 in 2025, 849 in 2024, 1375 in 2023, 1117 in 2022, 876 in 2021, 901 in 2020. Please note that this does not guarantee sponsorship for this specific role.