Analyst II Corporate Finance (Investment Banking)

Citizens Bank, N.A.; Boston (MA); On-site; USD 115,000 - 120,000; Full time

Job summary

Citizens Bank is seeking an ambitious Investment Banking Analyst to join our Transportation & Logistics team in Boston. You will support origination and execution across equity, debt, and M&A, and work closely with senior bankers and clients.

Responsibilities include financial analysis, modeling, and preparing pitch materials, proposals, and client presentations. A fast-paced, collaborative environment awaits a proactive, detail-oriented professional.

Qualifications

• 1+ years of investment banking or transaction-related experience.
• Ability to articulate ideas persuasively and clearly.
• Capable of managing multiple projects in a flat organizational structure.
• Strong quantitative and qualitative analysis of financial statements.
• Self-starting team player with a proactive, detail-oriented mindset.

Responsibilities

• Perform financial analysis and modeling for transactions.
• Conduct industry and company research to support financings and M&A.
• Coordinate processes for financing or sale events and prepare pitch materials.
• Develop client presentations, offering memoranda, and proposals.
• Collaborate with senior bankers and interact with clients within Citizens’ coverage.

Skills

Financial analysis

Financial modeling

Industry research

Communication skills

Time management

Tools

S&P CapitalIQ

Bloomberg

Thomson One

Excel

PowerPoint

Job description

Description

Citizens is seeking an ambitious Investment Banking Analyst to join our Investment Banking Transportation & Logistics team in Boston. 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

• Minimum of 1 years of relevant investment banking or transaction-related financial experience.


• 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

Pay Transparency

The salary range for this position is $115,000 – $120,000 per year, plus an opportunity to earn additional incentive earnings. 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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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.