Markets Sales & Client Strategy analyst

Role:

Join Citi’s North America Client management team as an AVP within its Financial Institutions Sales & Client strategy group focused on banks, hedge funds, asset managers, pension funds, and insurance companies.

You will work in collaboration with senior sales teams to identify revenue opportunities, sharpen understanding of our client’s needs, and translate market intelligence into winning sales conversations.

Responsibilities:

·       Synthesize internal client data alongside external market intelligence (regulatory filings, earnings transcripts, industry reports, news) to find revenue opportunities with institutional clients leveraging AI and other tools

·       Analyze institutional client trading patterns and flow data to identify untapped revenue pools

·       Connect the dots-on understanding client's business model, investment mandate, risk appetite, and competitive landscape to help sales teams have more informed, value-added conversations

·       Track client activity, market events, and competitive dynamics to surface timely, relevant opportunities and talking points for the sales team

·       Conduct deep-dive analyses on specific client segments or product verticals to inform strategic business reviews and senior management decision-making

·       Gather & communicate client intelligence that track relationship health, product penetration, and coverage effectiveness with a focus on revenue optimization

·       Create alerts and triggers that notify coverage teams of material changes in client behavior, market positioning, or competitive risk — enabling proactive outreach.

·       Support preparation of executive communications and senior stakeholder updates

·       Collaborate closely with internal product and technology teams to connect client needs with Citi's Markets capabilities

·       Contribute to the development of internal tools and workflows that make the FI sales team more effective and efficient

·       Support projects as needed across the NAM Financial Institution Sales franchise

Requirements:

Experience & Markets Knowledge

·       1–3 years of experience in capital markets sales, client coverage, trading, research, or a closely related financial services role

·       Understanding of global financial markets and institutional asset classes

Client & Commercial Skills

·       Strong commercial instinct with ability to connect market observations and data signals to actionable revenue opportunities

·       Excellent communication and storytelling skills; able to distill complex information into clear, compelling narratives for both clients and senior internal stakeholders

·       Polished presentation skills with experience preparing executive-level materials and client-facing content

·       High degree of intellectual curiosity about clients — a genuine desire to understand what drives their decisions and how Citi can serve them better

Analytical & Technical Skills

·       Hands-on and very proficient with AI and LLM-based tools (e.g., Gemini, Claude, Copilot) to accelerate research, synthesize information, and enhance productivity

·       Proficiency in Python and/or SQL for data analysis and workflow automation

·       Experience with data visualization tools (Tableau or equivalent) to build dashboards and communicate findings visually

·       Knowledge of structured and unstructured data environments; ability to navigate internal and external datasets to find relevant client intelligence

Soft Skills

·       Strong strategic thinking and business acumen; ability to connect data to the broader commercial picture

·       Excellent problem-solving skills; comfortable working with ambiguity and building solutions from first principles

·       Highly motivated, self-directed, and results-oriented with the ability to manage multiple priorities in a fast-paced environment

·       High degree of flexibility, initiative, and creativity

·       Good communication and interpersonal skills and ability to work in a team

Education:

·       Bachelor's degree in quantitative or business discipline — e.g., Finance, Economics, Business Analytics, Statistics, Computer Science, or Financial Engineering.

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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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We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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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.

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.