Investment Banking Overview

Citi Investment Banking (IB) provides advisory, debt and equity capital markets solutions for corporations, governments, and financial institutions in countries around the globe.  IB aspires to be the global bank of choice for its institutional clients, delivering on its full suite of products and services. The main products and services that support the Investment Banking segment include; Origination & Underwriting on both Debt and Equity issuances, Strategic Advisory, and Valuation services.

Position Overview

The Investment Banking (IB) Lead Finance Officer (LFO) is a senior finance leadership position responsible for providing strategic leadership, oversight, and decision support across multiple business areas.  The IB LFO will support the Financing and Merger & Acquisition business heads (joining each of their respective leadership teams) and reports directly to the Banking CFO.  The candidate will manage resources that provide LFO support, engage and lead the relationships with business partners through execution of key priorities, providing thoughtful challenge and insightful analysis.

The LFO team plays a key role in the day-to-day financial management of each business – ensuring alignment of KPIs as well as an integration with Citi’s institutional Banking businesses – eg. Markets, Services, Corporate Banking, and Commercial Banking.  The team has ownership of the overall budget and plan, is accountable for business review insights, development of consistent KPIs, and will partner across the firm to ensure a deep understanding of financial investments, resource management, strategic activities driving growth while balancing efficiency, the execution of the business strategy, and achievement of the target operating model.

Key Responsibilities

• Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions
• Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
• Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
• Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
• Accountable for developing insights into all earnings presentations, business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
• Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
• Define and monitor KPIs to drive accountability
• Drive opportunities and the execution of optimization and efficiencies 
• Provide strategy for driving change within the team inclusive of transformation efforts, e. g., process efficiency, standardization, etc.
• Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks
• Partner with Risk and Compliance to maintain a strong control environment
• Lead, mentor, and develop a team of finance professionals

Qualifications

• Proven ability to serve as a strategic thought leader to the CFO
• Strong command of investment banking products, including capital markets, financing solutions and M&A, with clear understanding of revenue drivers, fee and cost structures, and balance sheet usage.
• The ideal candidate will have a minimum of 15+ years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
• 10+ years of managerial experience as a senior finance officer in a global organization building and managing high-performing teams
• Proven track record of building strong relationships with senior executives
• Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
• Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
• Strong leadership skills and ability to manage cross-functional teams
• Excellent communication skills (written / verbal) and proven ability to influence a wide range of stakeholders
• Results/task orientated with excellent attention to detail
• Ability to manage and prioritize effectively and resolve conflicting priorities
• Experience in business/corporate strategy is a plus
• Bachelor's degree required; MBA preferred

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Job Family Group:

Finance

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Job Family:

Finance Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$250 000,00 - $500 000,00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Assessment, Budgeting, Business Acumen, Credible Challenge, Financial Acumen, Management Reporting, Planning and Organizing, Problem Solving, Risk Management, Stakeholder Management.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

ene 31, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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