Consumer & Retail IB Associate — M&A & Capital Markets

Citizens; Charlotte (NC); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens is seeking an experienced Investment Banking Associate for our Consumer and Retail group to support senior professionals in industry-focused client advisory and to originate and execute capital markets and M&A transactions. You will work on multiple projects, collaborate with Debt Capital Markets, Equity Capital Markets, and sponsor coverage teams, and supervise analysts.

The role involves client pitches, financial modeling, due diligence, and drafting legal documentation, with

Qualifications

• 3+ years of direct experience in M&A, Corporate Finance, Leveraged Finance or Capital Markets.
• Excellent oral and written communication 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
• Ability to follow-up independently and consistently and play the critical role as the project manager on most assignments
• 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
• Ability to immediately contribute to the group based on experience and help transfer best practices and knowledge
• 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

Responsibilities

• Work with MDs/VPs/Associates across DCM, ECM and M&A to develop new business ideas and transaction financing scenarios.
• Perform extensive financial statement modeling for various transaction scenarios.
• Conduct comprehensive company and industry research.
• Analyze financial model outputs and client information to prioritize data and present conclusions.
• Coordinate with senior bankers to provide indicative transaction structure and pricing guidance.
• Prepare pitch materials for client meetings.
• Manage transaction screening and credit/underwriting processes and documentation.
• Provide leadership throughout the transaction execution process.
• Participate in accounting, business, and legal due diligence.
• Draft and negotiate legal documentation with counsel and clients.
• Prepare detailed marketing materials including CIMs and lender roadshows.

Skills

M&A experience

Financial modeling

Communication skills

Project management

Quantitative analysis

Team player

Attention to detail

Microsoft Excel/PowerPoint/Word

Industry knowledge

Education

Undergraduate degree

MBA a plus

FINRA Series 79/7 and 63

Tools

S&P CapitalIQ

S&P Leveraged Commentary

Bloomberg

Thomson One

Thomson Loan Pricing Connector

FactSet

Job description

Citizens is seeking an experienced Investment Banking Associate for our Consumer and Retail group to support senior professionals in industry-focused client advisory and to originate and execute capital markets and M&A transactions. You will work on multiple projects, collaborate with Debt Capital Markets, Equity Capital Markets, and sponsor coverage teams, and supervise analysts.

The role involves client pitches, financial modeling, due diligence, and drafting legal documentation, with