Analyst II Investment Banking (Corporate Finance)

Citizens; Charlotte (NC); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Citizens is seeking an ambitious Investment Banking Analyst to join our team in Charlotte covering the Industrials sector. You will support origination and execution of a broad range of transactions, including private and public financings, mergers and acquisitions, and other advisory services.

The role offers close collaboration with senior bankers and direct interaction with clients within Citizens’ coverage universe, leveraging modeling, research, and presentation skills in a fast-paced

Formación

• 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 the Industrials sectors 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.

Responsabilidades

• 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.

Conocimientos

Financial modeling

Industry knowledge

MS Excel

PowerPoint

Quantitative analysis

Communication

Team collaboration

Herramientas

S&P CapitalIQ

S&P Leveraged Commentary

Bloomberg

Thomson One

FactSet

Thomson Loan Pricing Connector

Descripción del empleo

Description

Citizens is seeking an ambitious Investment Banking Analyst to join our Investment Banking team in Charlotte covering the Industrials 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.

Citizens is seeking an ambitious Investment Banking Analyst to join our Investment Banking team in Charlotte covering the Industrials 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 the Industrials sectors 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

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 10/31/2026