What are the responsibilities and job description for the Markets Strategic Investments Lead - VP position at Citi?
Markets Strategic Investments deal lead - responsible for sourcing, executing and managing principle venture investments in market infrastructure and fintech companies
Objective
- Identify and execute on new strategic investment opportunities relevant to Citi capital markets strategy.
- Develop internal and external sourcing network for identifying and evaluating new opportunities
- Lead or co-lead all aspects of equity venture investment transactions including sourcing, due diligence, strategic analysis, financial analysis and modelling, deal structuring, deal negotiation, and deal documentation review.
- Develop and prepare investment materials for the Investment Committee that outline the strategic benefits of investment, investment terms, and other relevant information for potential investments.
- Conduct portfolio management of existing investments, including support for governance, administration and portfolio lifecycle events.
- Monitor operational and financial performance of portfolio companies; facilitate quarterly performance analysis for individual companies and full investment portfolio. Lead internal control function engagement for covered investments.
- Proactively work with portfolio companies and internal stakeholders to execute on partnership and growth strategies.
- Support broader team investment and management activities, building strong working relationships with investing team members across the division
Skills
- Investment structuring, negotiation and execution
- Company research, landscape analysis and valuation – especially early stage companies
- Understanding of emerging technologies, innovation & digital disruption
- Knowledge of Markets businesses and ability to apply this to investment strategies.
- A network of contacts in Markets Tech, Fintech, Corporate VC and/or venture capital industry. Willingness to establish additional contacts through industry networking
- Strong financial reporting and accounting background
- Superior financial modelling skills and acumen
- Strong verbal and written communication skills including preparation of investment memos and analysis
- Strong financial and non-financial risk management skills
- Ability to work unsupervised and adjust priorities quickly as circumstances dictate
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Qualifications:
- Minimum of 5 years of relevant experience with 3 years total experience in at least two of the following roles: Investment Banking, Corporate Development, Venture Capital, Private Equity, Corporate Venture Capital, Strategy Consulting, or Fintech.
- Proven track record of partnering or leading cross-functional team including business, infrastructure functions & subject matter experts to identify, evaluate and achieve high value business goals
- Demonstrated analytical, problem-solving and decision-making skills
- Demonstrated influencing and networking skills
- Understanding of market structure cycle and evolution across business lines.
- Demonstrated knowledge of new product development & technology adoption across asset classes, including financial assessment and delivery / execution.
- Consistently demonstrates clear and concise written and verbal communication
Education:
- Bachelor’s degree/University degree or equivalent experience - ideally in combined finance / technology disciplines
- MBA or Master’s degree strongly preferred
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Job Family Group:
Institutional Trading------------------------------------------------------
Job Family:
Structuring------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$175,000.00 - $250,000.00
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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Anticipated Posting Close Date:
Jan 16, 2025------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.
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Salary : $175,000 - $250,000
