Markets Strategic Investments Lead - VP

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

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Job Family:

Structuring

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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:

$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 le