Investment Banking Analyst - Advisory, Business Services

Citizens Financial Group

$80K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in investment banking or related field required.
  • Preferred experience in the Business Services sector.
  • Strong technical skills in accounting and Excel modeling.
  • Excellent written and verbal communication skills.
  • Attention to detail is crucial.
  • Self-starter with a thirst for knowledge.
  • Ability to juggle multiple projects in a fast-paced setting.

Responsibilities

  • Manage and assist in preparing financial models and valuations.
  • Collaborate on developing business ideas and transaction structures.
  • Lead or take part in client meetings and presentations.
  • Conduct thorough industry and company due diligence.
  • Prepare and review transaction documents and marketing materials.
  • Draft pitches and presentations critical for business origination efforts.
  • Support ongoing business development initiatives.

Benefits

  • Engagement with senior bankers throughout the transaction process.
  • Opportunity to work on U.S. middle market M&A transactions.
  • Development of significant analytical and presentation skills.
  • Be part of a team-oriented culture with strong collaboration.
  • Exposure to diverse business and financial scenarios.
Full Job Description
Job Description

Citizens Commercial Services Advisory team is seeking an Investment Banking Analyst for our Atlanta office. The analyst will work closely with the team preparing, analyzing, and executing Merger & Acquisitions (M&A) related transactions, primarily within the U.S. middle market. All Analysts have significant exposure to senior bankers and are involved in all stages of a transaction; they are an integral part of delivery to our clients and prospects.

Primary responsibilities include:
  • Managing and assisting with the preparation of financial models and business valuations
  • Work with team members developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm's corporate and sponsor clients achieve their financial and strategic objectives
  • Leading / participating in meetings with current and prospective clients
  • Conducting industry and company due diligence
  • Preparing and reviewing information memoranda and other transaction documents: draft key marketing and key transaction related documents
  • Preparing and reviewing pitch/business origination materials and other presentations: develop and review pitches and other presentations and be an integral part of the team in delivering these presentations
  • Assisting business development efforts

Qualifications, Education, Certifications and/or Other Professional Credentials
  • 2+ years of work experience in investment banking, transaction advisory, or similar role.
  • Experience in Business Services sector is preferred.
  • Intelligent and resourceful
  • Professional / concise oral and written communication
  • Strong technical skills (knowledge of accounting, modeling, Excel, etc.)
  • Excellent attention to detail
  • Self-starter / intellectual curiosity
  • Strong work ethic / team player / high degree of humility, maturity, and integrity
  • Ability to work efficiently and to manage multiple projects simultaneously in a fast-paced environment
  • Please note that U.S. Immigration sponsorship or work visa is not available for this position and candidates must have permanent authorization to work in the U.S.


Work Hours: 40+; Mon-Fri

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