Investment Bank - Financial Institutions Group (FIG) in London

Responsibilities

• Advise UK financial institutions clients — including banks, wealth managers, and stock exchanges — on M&A, IPO, and private placement transactions, serving as a trusted point of contact throughout the deal lifecycle.
• Lead the execution of transactions from mandate to close, coordinating with clients, senior team members, and external advisors to deliver high-quality outcomes on complex deals.
• Develop and present situation analyses, pitch materials, information memoranda, and investor and management presentations that clearly articulate strategic options and transaction rationale.
• Identify and pursue new business opportunities, contributing to the growth of the UK Financial Institutions Group franchise through client development and market insight.
• Oversee and guide analysts and associates on live transactions, reviewing their work and supporting their professional development within the team.
• Engage directly in special situation mandates, applying sound judgment to navigate complex and time-sensitive advisory assignments.

Required Qualifications & Skills

• Prior investment banking experience with direct involvement in M&A, IPO, or private placement transactions within the financial services sector.
• Demonstrated ability to manage multiple workstreams simultaneously and take ownership of transaction execution at a senior level.
• Clear and concise written and verbal communication skills, with the ability to present complex information effectively to clients and senior stakeholders.
• Comfortable working in a fast-paced environment where accountability, attention to detail, and sound commercial judgment are essential.
• Bachelor's degree or equivalent professional experience.

Beneficial Skills & Qualifications

• Experience advising UK Financial Institutions Group clients specifically, including banks, wealth managers, or exchanges.
• Familiarity with UK insurance or broader financial services sub-sectors, with the ability to extend coverage beyond core banking clients.
• Experience mentoring or managing junior investment banking professionals, with a track record of supporting their development on live transactions.

What We Offer

• A hybrid working model with 3 days in the office and 2 days working remotely, offering the balance of collaboration and flexibility.
• Genuine ownership of client relationships and transaction mandates, with the scope to expand your coverage into new sub-sectors over time.
• Access to Citi's global network, providing reach and resources that extend well beyond the UK market.
• Ongoing learning and development opportunities, including access to professional training and exposure to complex, high-profile transactions.
• Competitive financial wellbeing and compensation structures aligned to the demands and impact of a senior investment banking role.
• Wellbeing support and work-life balance initiatives designed to sustain performance at a senior level over the long term.

Certification Regime Overview

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation; Financial soundness; Competence and capability.

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.