Capital Markets Placement

Investment Banking Analyst II, Advisory - Digital Infrastructure

Capital Markets Placement$115K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1+ years in Investment Banking, Leveraged Finance, or Capital Markets; strong accounting background may be considered.
  • Formal investment or corporate banking training program attendance preferred.
  • Ability to manage multiple projects autonomously and collaborate effectively in teams.
  • Strong oral and written communication skills; articulate and persuasive.
  • Independently follow-up and manage ongoing tasks.
  • Aptitude for quantitative and qualitative analysis, including financial modeling.
  • Self-motivated team player with a strategic mindset and adaptability in a fast-paced environment.
  • Detail-oriented with a high level of maturity and integrity.
  • Proficient in Microsoft Word, Excel, PowerPoint, and familiarity with financial software such as S&P CapitalIQ, Bloomberg, and Pitchbook.

Responsibilities

  • Participate in all phases of the transaction cycle from pitch to close.
  • Prepare pitch materials and update decks for client meetings.
  • Develop detailed transaction marketing documents, including confidential memoranda and presentations.
  • Perform financial modeling and valuation analysis extensively.
  • Manage diligence workflows and oversee the population of virtual data rooms.
  • Liaise with C Suite and senior management to prepare marketing materials and address diligence requests.
  • Conduct thorough company and industry research, producing industry analyses for client presentations.

Benefits

  • Comprehensive medical, dental and vision coverage.
  • Retirement benefits with employer contributions.
  • Maternity/paternity leave.
  • Flexible work arrangements to enhance work-life balance.
  • Education reimbursement for continuous learning and skill enhancement.
  • Wellness programs promoting health and wellbeing.
  • Paid time off policy exceeding federal and state mandates.
Full Job Description
Job Description

Our Analysts are based in the NYC Metro area and support Managing Directors, Directors, Vice Presidents and Associates as they develop and pitch/market new ideas to help corporate clients and financial sponsors achieve their financial and strategic objectives.
  • Participate in all phases of the transaction cycle from pitch to close
  • Prepare pitch materials and update decks for client meetings
  • Prepare detailed transaction marketing materials including confidential information memoranda and management presentations
  • Perform extensive financial modeling and valuation analysis
  • Manage diligence workstreams including populating and managing virtual data rooms
  • Directly liaise with our client's C Suite and senior management in preparing marketing materials and responding to diligence requests
  • Conduct comprehensive company and industry research, and developing and maintaining thorough industry thought pieces and analyses for presentation to clients
  • Analyze financial model outputs and client information to formulate and present conclusions for discussion purposes

Qualifications
  • 1+ years of direct experience with proven client interaction and Investment Banking, Leveraged Finance or Capital Markets experience; will look at strong accounting backgrounds (2-4 years) with Big 4 accounting firms.
  • Attendance in a formal investment or corporate banking training program preferred, but not required
  • Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of a multiple teams
  • Excellent oral and written communication skills with the ability to express ideas in a persuasive, organized, and articulate manner
  • Ability to follow-up independently and consistently
  • Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis
  • Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment
  • High degree of maturity and integrity with a positive and hardworking attitude
  • Excellent attention to detail
  • Full command of Microsoft Word, Excel, and PowerPoint
  • Experience with related financial services software including S&P CapitalIQ, Bloomberg, Pitchbook, etc.

Working Hours

Monday - Friday, 8:00 am - 5:00+ pm

Pay Transparency

The salary range for this position is $115,000 - $120,000 per year. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Same Posting Description for Internal and External Candidates

About Capital Markets Placement

Capital Markets Placement is a financial services company that provides debt and equity financing solutions to businesses. The company specializes in providing funding to small and medium-sized businesses that are looking to grow or expand their operations. Capital Markets Placement offers a range of financing options, including asset-based lending, bridge loans, mezzanine financing, and equity financing. The company has a team of experienced professionals who work closely with clients to understand their needs and provide customized financing solutions. Capital Markets Placement is committed to helping businesses achieve their goals and grow their operations.
Learn more about Capital Markets Placement
Size
50 employees
Industry
Founded
1997

Similar Jobs

More Jobs at Capital Markets Placement

  • Product Manager - CIAM
    $142K — $185K *
    Westwood, MA 02090 (Norfolk County)
    Enterprise Technology
    In-Person
  • Product Manager - CIAM
    $142K — $185K *
    Iselin, NJ 08830 (Middlesex County)
    Information Technology
    In-Person
  • Product Manager - CIAM
    $142K — $185K *
    Plano, TX 75024 (Collin County)
    Enterprise Technology
    In-Person
  • Product Manager - CIAM
    $142K — $185K *
    Phoenix, AZ 85032 (Maricopa County)
    Enterprise Technology
    In-Person
  • Product Manager - CIAM
    $142K — $185K *
    Charlotte, NC 28209 (Mecklenburg County)
    Enterprise Technology
    In-Person

More Finance & Insurance Jobs

Find similar Investment Banking Analyst II, Advisory - Digital Infrastructure jobs: