Associate II - Advisory (Digital Infrastructure)

Citizens Bank; New York (NY); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy exceeds mandatory requirements

Job summary

A prominent financial institution in New York is seeking Investment Banking Associates for its Digital Infrastructure Advisory team. The role involves managing financial models, preparing transaction documents, and engaging with clients. Candidates should have over 3 years of experience in investment banking or related fields, possess strong technical skills, and demonstrate a professional work ethic. This opportunity offers competitive pay within a salary range of $175,000 - $225,000 per year plus bonuses, along with comprehensive benefits.

Qualifications

• 3+ years of work experience in investment banking, transaction advisory, or similar role.
• Experience in Technology Infrastructure or Real Estate (Datacenter) is highly preferred.
• Strong technical skills (knowledge of accounting, modeling, Excel, etc.).

Responsibilities

• Managing and assisting with financial models and business valuations.
• Supporting team members in developing business ideas and strategies.
• Conducting industry and company due diligence.
• Preparing transaction documents and marketing materials.

Skills

Investment banking experience

Financial modeling

Business valuations

Technical skills in accounting and Excel

Professional communication

Attention to detail

Self-starter

Team player

Ability to manage multiple projects

Education

3+ years in investment banking or transaction advisory

Experience in Technology Infrastructure or Real Estate preferred

Job description

Description

Citizens is seeking Investment Banking Associate(s) for the Digital Infrastructure Advisory team in our NYC office. Associates will work closely with the team’s 26 junior and senior professionals (currently comprised of 8 MDs, 3 Directors, 3 VPs, 4 Associates and 8 Analysts) preparing, analyzing, and executing M&A, equity and debt capital raising transactions globally, with clients who participate in one of the fastest growing segments of the technology landscape (data centers and adjacent services, fiber and broadband). Citizens has been one of the pre‑eminent advisors to the Digital Infrastructure marketplace over the past few years and is well positioned to continue such leadership in the sector, allowing for long‑term professional growth to all of our bankers.

In addition to key execution responsibilities, Associates manage consistent deal flow and are a main point of contact for our clients. All Associates have significant exposure to senior bankers and are involved in all stages of a transaction; they are an integral part of delivery to our clients and prospects.

Primary responsibilities include:

• Managing and assisting with the preparation of financial models and business valuations
• Supporting junior and senior team members in developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm’s corporate and sponsor clients achieve their financial and strategic objectives
• Leading / participating in meetings with current and prospective clients
• Conducting industry and company due diligence
• Preparing and reviewing information memoranda and other transaction documents: draft key marketing and key transaction related documents
• Preparing and reviewing pitch/business origination materials and other presentations: develop and review pitches and other presentations and be an integral part of the team in delivering these presentations
• Assisting business development efforts

Qualifications, Education, Certifications and/or Other Professional Credentials

• 3+ years of work experience in investment banking, transaction advisory, or similar role.
• Experience in Technology Infrastructure or Real Estate (Datacenter) is highly preferred.
• Intelligent and resourceful
• Professional / concise oral and written communication
• Strong technical skills (knowledge of accounting, modeling, Excel, etc.)
• Excellent attention to detail
• Self‑starter / intellectual curiosity
• Strong work ethic / team player / high degree of humility, maturity, and integrity
• Ability to work efficiently and to manage multiple projects simultaneously in a fast‑paced environment
• Please note that U.S. Immigration sponsorship or work visa is not available for this position and candidates must have permanent authorization to work in the U.S.

Hours & Work Schedule

• Hours per Week: 40 +
• Work Schedule: Monday to Friday

Pay Transparency

The salary range for this position is $175,000 - $225,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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 any local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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.