Citizens is seeking an ambitious Investment Banking Analyst to join our Investment Banking team in Charlotte covering the Defense, Government, Engineering and Industrial Services sectors. The Investment Banking Analyst will be involved in all facets of Citizens’ investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services.
Primary responsibilities include
The responsibilities of the Analyst include, but are not limited to, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in a financing or sale, and the preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele. Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens’ coverage universe.
Qualifications, Education, Certifications and/or Other Professional Credentials
- 1 year of related experience in M&A, Corporate Finance, Industry Coverage, Leveraged Finance / Capital Markets, Equity Research, or Buyside Equities
- Industry knowledge and transaction experience within ADGS or Engineering & Industrial Services is strongly preferred.
- Skills with the ability to express ideas in a persuasive, organized, and articulate manner.
- Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams.
- 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 Excel, PowerPoint, and Word.
- Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
Hours & Work Schedule
- Hours per Week: 40 +
- Work Schedule: Monday to Friday
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Skills Required
- 1 year of related experience in M&A, corporate finance, industry coverage, leveraged finance or capital markets, equity research, or buyside equities
- Industry knowledge and transaction experience within ADGS or Engineering and Industrial Services
- Ability to communicate ideas in a persuasive, organized, and articulate manner
- Ability to manage multiple projects and work effectively independently and across teams
- Quantitative and qualitative analysis skills, including understanding of financial statements, financial modeling, and company or industry analysis
- Self-starting team-player attitude and ability to perform in a fast-paced, entrepreneurial environment
- High degree of maturity and integrity with a positive and hardworking attitude
- Excellent attention to detail
- Full command of Microsoft Excel, PowerPoint, and Word
- Experience with financial services software such as S&P CapitalIQ, Bloomberg, Thomson One, FactSet, or similar platforms
What We Do
As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
Why Work With Us
We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.
Gallery
Citizens Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Discuss your schedule with managers who support a flexible culture where work-life balance is respected.