Investment Banking Analyst II, Advisory - Digital Infrastructure

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
115K-120K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
Supports investment banking transactions from pitch through close by creating client and marketing materials, building financial models, conducting valuation and industry research, managing diligence workstreams, and presenting analytical conclusions. The role involves direct communication with C-suite and senior management, virtual data room management, and coordinating multiple projects across teams.
Summary Generated by Built In

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.

 
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About Us

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+ years of direct experience with proven client interaction and experience in investment banking, leveraged finance, or capital markets
  • Strong accounting backgrounds with 2-4 years of experience at Big 4 accounting firms may be considered
  • Ability to manage several projects simultaneously and work independently and collaboratively
  • Excellent oral and written communication skills
  • Ability to follow up independently and consistently
  • Quantitative and qualitative analytical aptitude
  • Solid understanding of financial statements, financial modeling, and company or industry analysis
  • Self-starting team player able to work in a fast-paced, challenging environment
  • High degree of maturity and integrity with a positive, hardworking attitude
  • Excellent attention to detail
  • Full command of Microsoft Word, Excel, and PowerPoint
  • Experience with financial services software such as S&P Capital IQ, Bloomberg, and PitchBook
  • Formal investment or corporate banking training program attendance

Citizens Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.

  • Parental & Family Support Policies include six weeks of fully paid parental leave for all parents, up to 16 weeks for birthing parents, 10 days of emergency back‑up care, and adoption assistance of more than $25,000. Recognition for adoption support underscores a strong family‑friendly posture.
  • Leave & Time Off Breadth Time off includes 11 paid holidays and up to 27 PTO days. The breadth of leave is presented as generous versus many peers.
  • Healthcare Strength Medical, dental, and vision options pair with an HSA that includes a company contribution, plus mental‑health access via Spring Health (eight no‑cost sessions), Hinge Health, wellness programs, and discounted gyms. Eligibility at 20+ hours per week broadens access to these resources.

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The Company
HQ: Providence, RI
17,000 Employees
Year Founded: 1828

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.

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