Teams at Citizens

Supports investment banking origination and execution across financings, mergers and acquisitions, and advisory transactions focused on technology. Responsibilities include financial modeling, financial analysis, industry and company research, transaction coordination, client interaction, and preparing pitch materials, presentations, offering memoranda, and proposals. Works closely with senior bankers and manages multiple projects in a fast-paced environment.

Supports investment banking origination and transaction execution across financings, mergers and acquisitions, and advisory services, with a technology focus. Responsibilities include financial modeling, industry and company research, process coordination, client presentations, pitch materials, offering memoranda, and other transaction documentation. The analyst works with senior bankers and clients while managing multiple projects and teams.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.