Banking - Sr Business Specialist - C09, Officer - Mumbai

Posted:
7/16/2025, 5:00:00 PM

Location(s):
Mumbai, Maharashtra, India ⋅ Maharashtra, India

Experience Level(s):
Senior

Field(s):
Business & Strategy

Workplace Type:
On-site

The M&A Business Analyst is required to source, analyze and organize / present M&A information in a thoughtfully approached manner. The analyst needs to be focused on the subject and is expected to prepare client ready outputs on a broad range of M&A topics. The work includes populating / analyzing large datasets, creating/updating presentations, and ad-hoc projects in a high-pressure environment. The data is used in revenue generation for the M&A business, client presentations by the investment bank and onsite / offsite discussions by M&A heads. The role requires the candidate to interact directly with the New York team and hence requires good written and verbal communication skills. The job entails effectively having a strong understanding of the M&A market, being able to comprehend / interpret the required information and summarizing / presenting it in an organized manner, as a client-ready output. The analyst is required to work closely with partners in the New York / London offices with a focused approach on quality of the output. They are expected to partner with the larger team to help track Citi's performance in the market against our key competitors.

Core Responsibilities:

  • Preparation of client ready thematic materials
  • Engaging with Deal Teams in in a Pre pitch environment to help produce bespoke content highlighting Citi's performance.   
  • Post Deal Analysis of different types of M&A i.e. Hostile, Going private etc.      
  • Scan the M&A space for new opportunities      
  • Maintain proprietary information on M&A trends in Sector/Region
  • Partner with global M&A business execution colleagues on strategic initiatives to drive Citi's performance.
  • Prepare M&A information leads for global business heads and senior management      
  • Source M&A information and provide insights on various trends and themes in the market      
  • Create and update client ready presentations      
  • Analysis of M&A information as a derivative to other M&A related materials
  • Help manage, track and improve Citi M&A's wallet share

Skills:

  • Analytical skills: To interpret, analyze, summarize and present information
  • Proficiency in PowerPoint, Excel and Word applications
  • Exposure and prior experience with Business Intelligence Tools such as Tableau, Power BI etc.
  • Good understanding of Investment Banking and specifically M&A
  • Research Skills: To source, read and comprehend information on M&A deals
  • Knowledge of Financial terms
  • Excellent written and verbal communication skills
  • Attention to detail & ability to take sound judgment
  • Ability to multi-task and work under pressure
  • Respect for information confidentiality


Education:

  • Bachelor’s Degree/University degree or equivalent experience

------------------------------------------------------

Job Family Group:

Business Strategy, Management & Administration

------------------------------------------------------

Job Family:

Business Execution & Administration

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

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’s EEO Policy Statement and the Know Your Rights poster.