investment banking analyst Jobs in New York United States

investment banking analyst

summer 2026 internship, market access consulting Jobs in New York United States

summer 2026 internship, market access consulting

2026 investment banking analyst-. financial institutions group , nyc Jobs in New York United States

2026 investment banking analyst-. financial institutions group , nyc

2026 summer graduate leadership internship program - consumer products – credit management Jobs in New York United States

2026 summer graduate leadership internship program - consumer products – credit management

2026 summer graduate leadership internship program - marketing Jobs in New York United States

2026 summer graduate leadership internship program - marketing

2026 investment banking analyst financial institutions group nyc

Scotiabank

<div>Requisition ID: 244278
Salary Range: 120,000.00 - 120,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.<div><div> 
2026 Investment Banking Analyst- Financial Institutions Group , Full Time</div><div> 
New York City, United States</div></div> 
Why work for Scotiabank?
Scotiabank is a leading bank in the Americas. We are powered by our 97,000 high-performing teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences, and financial services. At Scotiabank, we&rsquo;re passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. 
Front Office Analysts have access to Capital Ideas, the Global Banking and Markets Learning Program, as well as frequent interactive learning sessions led by our experienced professionals. Analysts will also have access to our Mentorship program where students will be teamed-up with a mentor who will serve as a guide for professional and personal development.
We are committed to offering you extensive opportunities for training, hands-on experience, and career advancement. Simply put, your future is our investment. 
Is this role right for you?<div><div> 
Global Banking and Markets (GBM) provides a full range of credit, risk management and investment banking products and services relevant to the financing and strategic development needs of our clients. Our products include investment banking, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, debt products, derivatives, foreign currencies, and commodities. We also cross-sell the full range of wholesale products and services offered by Scotiabank.
Within our Corporate and Investment Banking division, analysts can pursue roles within execution or origination across sector groups including Energy, Technology, LATAM Banking, Real Estate Gaming and Leisure, Power and Utilities, Infrastructure, and more! Analysts provide support to the Investment Banking teams globally and develop the skillset to pursue careers in Investment Banking.</div></div> 
What will my responsibilities look like?<ul><li>
Generally supporting client pitches and deal execution efforts</li><li>
Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, marketing materials and presentations</li><li>
Financial and written analysis of companies and industries, including the development of valuation models, pro-forma financial statements and comparable company analysis, etc.</li><li>
Sourcing the data required to perform financial analysis</li><li>
Drafting prospectuses and marketing presentations for transactions</li><li>
Preparing client presentations</li><li>
 Applying product and capital markets knowledge to help clients achieve their financial objectives.</li></ul> 
Do you have the skills that will enable you to succeed in this role? We&rsquo;d love to work with you if:<ul><li>
You have an undergraduate or graduate Degree in Business, Finance, Science, Technology, Engineering, Economics or Mathematics discipline or related fields to be completed between December 2025 and July 2026</li><li>
You have a demonstrated interest and knowledge of the financial markets</li><li>
You have a proven record of outstanding achievement in academic and extracurricular activities</li><li>
The ability to manage multiple projects simultaneously while maintaining a high standard of work</li><li>
You have strong interpersonal skills and ability to work in a collaborative environment</li><li>
You work seamlessly within MS Office Suite with expertise in Excel and PowerPoint</li><li>
You have strong quantitative skills focused on financial analysis, accounting, and financial theory</li><li>
You are a team player with strong interpersonal skills</li></ul> 
How to apply:
You must apply via the Scotiabank career portal and complete all steps outlined below to be considered for this position.<ul><li>
Fill out an application by clicking the &ldquo;Apply&rdquo; button.
</li><li>Submit your resume and transcript as a single PDF when prompted.</li><li>
Successful applicants will be contacted for next steps, including a video interview.</li><li>
We thank all candidates for taking the time to apply; however only those candidates selected for an interview will be contacted.</li></ul> 
As Canada&rsquo;s Most International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences everyone brings to the bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.</div>

2026 Investment Banking Analyst-. Financial Institutions Group , NYC

JPMorganChase

<div>
 
 Description
 
 
 
 
 JOB DESCRIPTION
 
 
 
 We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
 
 
 
 Job Summary
 
 
 
 As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm&rsquo;s most complex transactions. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you&rsquo;ll become part of our inclusive teams and culture, unified by the firm&rsquo;s mission and commitment to success.
 
 
 Job Responsibilities
 
 
 <ul>
 <li>
 Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
 </li>
 <li>
 Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
 </li>
 <li>
 Working with J.P. Morgan product and sector teams
 </li>
 <li>
 Building and using complex financial models, completing valuation and analytical exercises
 </li>
 <li>
 Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&amp;A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
 
 
 </li>
 </ul>
 
 Required Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 Prior work experience in an investment banking front office, or related, role.
 </li>
 <li>
 Strong accounting, finance, quantitative, mathematics and business writing skills.
 </li>
 <li>
 A well-rounded academic background from a top tier educational institution.
 </li>
 <li>
 An understanding of the transaction cycle and steps in a capital markets offering
 </li>
 <li>
 Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
 </li>
 <li>
 Ability to multi-task across competing deadlines and industry groups within the firm.
 </li>
 <li>
 Passion for quantitative finance, markets, and some familiarity with equity-linked and derivative structures.
 </li>
 <li>
 Self-directed, highly motivated, and able to work independently.
 
 
 </li>
 </ul>
 
 Preferred Qualifications, Skills, And Capabilities
 
 
 
 <ul>
 <li>
 Prior work experience in an Equity-linked Capital Markets role
 
 
 </li>
 </ul>
 
 ABOUT US
 
 
 
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 
 
 We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
 
 
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 
 
 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 
 
 
 About The Team
 
 
 
 J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
 
 
 Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
</div>

Investment Banking - Equity-Linked Capital Markets - Analyst

Paulson Investment Company, LLC

<div>
 
 
 About Us:
 
 
 
 Paulson Investment Company is a leading boutique investment bank specializing in providing financial advisory and capital raising services to growth companies. With a legacy of supporting innovative and transformative businesses, we are seeking an Investment Banking Analyst to join our dynamic team.
 
 
 
 
 
 
 Primary Responsibilities:
 
 
 <ul>
 <li>
 Support equity financings, debt financings, and other corporate finance transactions.
 </li>
 <li>
 Conduct financial valuations, precedent transactions, and comparable company analyses.
 </li>
 <li>
 Prepare materials such as pitch books, offering memoranda, management presentations, and financial models.
 </li>
 <li>
 Perform due diligence, analyze corporate and financial information, and develop detailed industry insights.
 </li>
 <li>
 Build and refine operating and valuation models to support transaction processes.
 </li>
 <li>
 Research market trends and competitive dynamics to inform strategic recommendations.
 </li>
 </ul>
 
 
 
 
 
 Collaboration and Client Interaction:
 
 
 
 This role provides direct exposure to senior client executives, allowing Analysts to actively participate in client meetings and contribute to relationship-building efforts. Analysts will work collaboratively with colleagues across various teams to develop tailored solutions that meet client objectives.
 
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree from an accredited institution.
 </li>
 <li>
 Based in New York or willing to relocate.
 </li>
 <li>
 
 1+ years of investment banking experience or relevant professional financial experience, ideally in Healthcare and/or Biotechnology.
 
 </li>
 <li>
 Strong analytical and problem-solving skills with keen attention to detail.
 </li>
 <li>
 Ability to handle multiple projects and deadlines in a fast-paced environment.
 </li>
 <li>
 Self-motivated and resourceful team player with strong interpersonal skills.
 </li>
 <li>
 Exceptional technical, written, and verbal communication abilities.
 </li>
 </ul>
 
 
 
 
 If you are passionate about investment banking and eager to contribute to a team that values innovation and excellence, we encourage you to apply.
 
 
 
 
 
 Please note that candidates
 
 should not follow up via phone or email
 
 regarding application status. All applicants will receive communication
 
 within two weeks
 
 if selected to move forward in the process.
 
</div>

Investment Banking Analyst

TIG Advisors, LLC

<div>
 
 About Us
 
 
 
 AlTi Tiedemann Global (&ldquo;AlTi&rdquo;) is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on approximately $71 billion in combined assets and has an expansive network of c. 400 professionals across three continents
 
 
 Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network.
 
 
 We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
 
 
 Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
 
 
 As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
 
 
 To learn more visit alti-global.com.
 
 
 
 Job Description
 
 
 
 NYC based global event-driven M&amp;A focused hedge fund is seeking a highly organized and proactive Team Coordinator to support the investment team. This position requires an initiative-taking, detail-oriented and dynamic individual with exceptional multitasking abilities and capable of thriving in a fast-paced environment. The Team Coordinator is responsible for finding relevant research, identifying important special industry/non-industry events and conferences and coordinating meetings that support the portfolio&rsquo;s strategy. The team coordinator will manage the daily operations of the investment team and Portfolio Manager as well as offering administrative and logistical support.
 
 
 
 Job Responsibilities
 
 
 
 
 Research and Analysis
 
 
 
 <ul>
 <li>
 Generate daily equities &amp; shareholder research for Portfolio Manager, utilizing multiple research platforms, including Bloomberg, Reuters, company investor relations and government websites.
 </li>
 <li>
 Conduct comprehensive research using various resources to support the team&rsquo;s decision-making and the fund strategy
 </li>
 <li>
 Pull and analyze relevant research reports
 </li>
 <li>
 Timely flag important news and research that pertains to the teams objectives
 </li>
 <li>
 Maintain an updated list of securities the team is tracking and provide updates
 
 
 </li>
 </ul>
 
 Broker Relations and Liaison
 
 
 
 <ul>
 <li>
 Proactively develop strong working partnerships with institutional research sales coverage to remain knowledgeable of upcoming global events/conferences
 </li>
 <li>
 Liaise intra-day research and updates
 </li>
 <li>
 Serve as the point of contact to sell-side coverage
 
 
 </li>
 </ul>
 
 Intradepartmental Collaboration
 
 
 
 <ul>
 <li>
 Work with the Operations, Investor Relations and Compliance teams to successfully address team objectives and facilitate the day-to-day operations of the fund
 </li>
 <li>
 Serve as the desk&rsquo;s point of contact for all office coordination, including, placing supply orders, coordinating group lunches and liaising with back office on invoice processing, third party vendor billing, research subscription renewals and shareholder proxy coordination.
 
 
 </li>
 </ul>
 
 Events and Conference Management
 
 
 
 <ul>
 <li>
 Sort through and identify relevant sell-side events and conferences
 </li>
 <li>
 Stay up to date on company, industry and regulatory conferences and events of relevance to the portfolio
 </li>
 <li>
 Precise event record-keeping (updating the team on any changes)
 </li>
 <li>
 Requesting and coordinating meetings and calls with sell-side sales coverage
 
 
 </li>
 </ul>
 
 Calendar Management/Team Coordination
 
 
 
 <ul>
 <li>
 Meticulous maintenance of team Outlook calendar (heavy meeting scheduling)
 </li>
 <li>
 Tracking company earnings, shareholder meetings and analyst calls relevant to the portfolio (ensure the team is aware ahead of time) Coordinating domestic/International travel logistics
 </li>
 <li>
 Maintain team databases and document archives, monthly investor meeting data, new deal folders and shareholder materials library
 </li>
 <li>
 Work with and build relationships with outside consultants
 
 
 </li>
 </ul>
 
 Administrative Support
 
 
 
 <ul>
 <li>
 Flag important emails (both for the investment team and Portfolio Manager)
 </li>
 <li>
 Team Expense Reports
 </li>
 <li>
 Light personal calendar maintenance for the Portfolio Manager
 </li>
 <li>
 Ensure the team and Portfolio Manager are aware of calendar items in a timely manner
 </li>
 <li>
 Acute problem-solving on behalf of the team and Portfolio Manager
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 The ideal candidate for this multi-faceted hybrid research/ ECM role is a detail-oriented self-starter with adaptability to changing priorities/tasks. Possesses interest and enthusiasm for learning about the financial markets and industry trends
 
 
 <ul>
 <li>
 Strong interpersonal and communication skills&mdash;strong aptitude for building and maintaining relationships
 </li>
 <li>
 High attention to detail and a proactive approach to problem-solving (acute ability to anticipate needs/problems before they arise) multi-tasking skills
 </li>
 <li>
 Proven experience as a coordinator or similar administrative role
 </li>
 <li>
 Ability to work effectively in a fast-paced and dynamic environment
 </li>
 <li>
 Proficiency in Microsoft Office applications and other relevant software
 </li>
 <li>
 Bachelor&rsquo;s degree in business, finance or other related fields is a plus
 
 
 </li>
 </ul>
 Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
 
 
 Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $95,000 - 110,000
 
 
 
 Location:
 
 
 
 New York, United States of America
 
 
 
 Department
 
 
 
 Hedge Funds
 
 
 
 Employment Type
 
 
 
 Permanent
 
 
 
 Working Pattern
 
 
 
 Full time
 
 
 
 Remote Working
 
 
 
 Hybrid
 
 
 Have questions?
 
 
 
 Contact Email
 
 
 
 stewart.mitchell@alti-global.com
 
 
 
 Contact Number
 
 
 
 212-396-5900
</div>

Team Coordinator

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. 
The anticipated salary range for this role is between $244,000.00 and $285,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
SMBC Group is seeking a seasoned inhouse attorney to provide comprehensive legal coverage and oversight for its affiliated U.S. investment adviser. This is a leadership position requiring sound judgment and a deep sense of organizational stewardship. The position presents an opportunity to help build a business from the ground up, design and implement a robust legal and regulatory compliance framework in partnership with Compliance colleagues, and educate the internal client base (ranging from junior staff to senior management) on the US regulatory requirements for investment advisers.</div></div><div><div><h2 class="jobSectionHeader">
Role Objectives</h2></div><div><ul><li>
Provide legal, regulatory, and strategic advice on proposed business activities of a newly launched investment adviser, initially focusing on loan and credit assets, with the potential to expand to other asset classes.</li><li>
Advise on a broad range of issues under U.S. investment management laws and regulations. Support business objectives while managing legal, regulatory, and franchise risks. Assess and respond to regulatory changes impacting the investment management business. Collaborate closely with legal and compliance colleagues across SMBC Group.</li><li>
Draft, review, and negotiate transaction documents for the investment management business, including advisory agreements and fund documents.</li><li>
Manage outside counsel and apply legal risk management standards and practices consistently with SMBC Group&rsquo;s Americas Division Legal Department requirements</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><ul><li>
Active membership in good standing with the New York State Bar, or eligible to waive in. Juris Doctor degree from an accredited U.S. law school.</li><li>
At least 15 years of experience inhouse and/or at a leading law firm advising SEC-registered investment advisers, with a focus on institutional asset management.</li><li>
Deep expertise in SEC compliance, fiduciary standards, Investment Advisers Act, and other asset management regulations. Experience working at a bank-affiliated investment adviser preferred.</li><li>
Ability to provide adaptive, proactive legal coverage for a nascent investment adviser. Self-motivated, independent, and able to multi-task and prioritize effectively in a fast-paced environment.</li><li>
Strong organizational and written/oral communication skills. Ability to identify and diagnose legal and business issues, and explain decision points clearly and succinctly. Excellent critical thinking skills.
</li><li>Ability to work collaboratively with clients and colleagues across a broad range of seniority and experience levels in a large, complex global organization.</li><li>
Detail-oriented and thoughtful.</li></ul></div></div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

Executive Director, Assistant General Counsel - Asset Management

Citi

<div><h2 class="jobSectionHeader">Discover your future at Citi</h2>
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.
<h2 class="jobSectionHeader">Job Overview</h2>
Citibank, N.A. seeks a Risk Appetite &amp; Limits 1st LOD Lead Analyst for its New York, New York location.
Duties: Recommend data-driven solutions to key stakeholders relating to enterprise risk related matters. Lead key projects to define and manage risk appetite across all risk categories within Citi&rsquo;s U.S. Personal Banking (USPB) business. Compare models using statistical performance metrics, such as loss functions or proportion of explained variance. Use qualitative statements and quantitative metrics to determine risk appetite limits and thresholds. Test, validate, and reformulate models to ensure accurate prediction of outcomes of interest. Evaluate and enhance CCAR and loss forecasting models. Partner with financial risk management teams in wholesale and retail credit businesses and non-financial risk management teams accountable for operational, compliance, reputational, and strategic risks. Utilize Tableau and SQL as a business intelligence tools for data analysis and visualization. Link top-of-house appetite to lower-level credit portfolios and product programs, and to non-financial risk categories such as data, processing, and technology. Design an effective operations model within USPB and drive related programs. Review all Risk Appetite Statements submitted by partners for completion and analyze appropriateness in case of business constraints or business drivers. Create DataMart to simplify complexity involved in data extraction for portfolio analyses. Analyze and validate data, discuss reasonability with stakeholders, and assess data implications on risk-taking and risk appetite within the business. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements: Requires at least a Master&rsquo;s degree, or foreign equivalent, in Business Analytics, Risk Management, Data Analytics or related quantitative field and 3 years of experience as a Risk Portfolio Analyst, Credit Portfolio Analyst or related position involving financial and operational risk data management and modeling for a bank. Alternatively, employer will accept a Bachelor&rsquo;s degree in the stated fields and 5 years of the specified progressive, post-baccalaureate experience. Full span of experience must include: Data preparation, cleaning, analysis, modeling, visualization, and reporting using Microsoft Excel; Data analysis and visualization using Tableau and SQL; CCAR and loss forecasting models; Domain knowledge of U.S. private banking and wealth management; and Risk project management. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25923787. EO Employer.
Wage Range: $188,178 to $188,178
Job Family Group: Risk Management
Job Family: Portfolio Credit Risk Management
-
Job Family Group:
-
Job Family:
-
Time Type:
Full time
-
Primary Location:
New York New York United States
-
Primary Location Full Time Salary Range: 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; 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.
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
Jan 14, 2026
-
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Risk Appetite & Limits 1st LOD Lead Analyst

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&amp;A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&amp;A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to &quot;sell the bank&quot; by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.<div>
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Works closely with senior CIB professionals 
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development 
3. Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations</div><div></div><div>
Required Qualifications: 
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><div>
1. BA/BS degree 
2. Proven analytical ability and attention to detail 
3. Solid leadership and interpersonal skills 
4. Proven ability to work well in a fast-paced, team-oriented environment 
5. Strong written and oral communication skills 
6. Some related work experience since graduation from an undergraduate program 
</div><div>
Preferred Qualifications</div><div>
1. 1 year of related work experience since graduation from an undergraduate program</div><div></div><div><ul><li>The annual base salary for this position in New York is $100,000</li></ul></div>
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Explore 658+ 2026 investment banking analyst financial institutions group nyc in New York United States this December. Find roles across top companies and apply now to boost your career.

658 2026 investment banking analyst financial institutions group nyc jobs IN New York United States

2026 Investment Banking Analyst-. Financial Institutions Group , NYC

Investment Banking - Equity-Linked Capital Markets - Analyst

Investment Banking Analyst

Team Coordinator

Executive Director, Assistant General Counsel - Asset Management

Risk Appetite & Limits 1st LOD Lead Analyst

Investment Banking Analyst