Investment Banking Analyst - Advisory

Citizens; Richmond (VA); On-site; USD 85,000 - 120,000; Full time

Job summary

Citizens is seeking an experienced Investment Banking Analyst to join the Mergers & Acquisitions division of our Capital Markets & Advisory team. This role is based in our Richmond office, supporting senior deal professionals in developing and pitching strategic financial solutions to corporate clients and financial sponsors.

Analysts work directly with senior deal professionals to execute all facets of engagements, gaining exposure across transactions from pitch through closing, and

Qualifications

• Bachelor’s degree in finance or accounting with strong academic performance.
• Direct experience in Investment Banking, M&A, or Capital Markets is preferred.
• Excellent written and verbal communication; ability to work with senior clients.
• Strong financial modeling, valuation, and analysis skills.
• Proficiency in Excel, PowerPoint, and data platforms like Bloomberg.

Responsibilities

• Participate in all phases of the transaction lifecycle, from pitch to closing.
• Prepare pitch materials and client presentation decks.
• Create CIMs and management presentations for potential clients.
• Build and analyze financial models, valuations, and deal structures.
• Coordinate due diligence and data room management; liaise with senior teams.
• Develop industry research and present insights to deal teams and clients.
• Support outreach to potential buyers and investors; assist in client meetings.

Skills

Financial analysis

Quantitative analysis

Communication skills

Teamwork

Education

Bachelor's degree

Tools

S&P Capital IQ

Bloomberg

PitchBook

Excel

PowerPoint

Word

Job description

Description

Citizens is seeking an experienced Investment Banking Analyst to join the Mergers & Acquisitions(“M&A”) division of our Capital Markets & Advisory team(“CM&A”). This role is based in our Richmond office and supports Managing Directors, Directors, Vice Presidents, and Associates in developing and pitching strategic and financial solutions to corporate clients and financial sponsors.

Description

Citizens is seeking an experienced Investment Banking Analyst to join the Mergers & Acquisitions(“M&A”) division of our Capital Markets & Advisory team(“CM&A”). This role is based in our Richmond office and supports Managing Directors, Directors, Vice Presidents, and Associates in developing and pitching strategic and financial solutions to corporate clients and financial sponsors. Analysts work directly with senior deal professionals to execute all facets of prospective and active client engagements, gaining broad exposure across transactions from pitch through closing.

Primary Responsibilities

• Participate in all phases of the transaction lifecycle, from pitch and origination through execution and closing
• Prepare pitch materials and update presentation decks for prospective and existing client meetings
• Prepare detailed transaction marketing materials, including confidential information memoranda (CIMs) and management presentations
• Perform extensive financial modeling and valuation analysis, including analysis of deal structures and transaction alternatives
• Manage due diligence workstreams, including populating, organizing, and administering virtual data rooms
• Directly liaise with clients’ C‑suite and senior management teams to prepare marketing materials and respond to diligence and information requests
• Conduct comprehensive company and industry research, and develop analytical materials and perspectives for internal and client use
• Analyze financial model outputs and client information to formulate conclusions and recommendations for discussion with deal teams and clients
• Research financial and strategic buyers and support outreach and engagement with potential counterparties
• Participate in client meetings and, as appropriate, meetings with prospective buyers and investors

Qualifications, Education, And Experience

• 1–2 years of direct experience in Investment Banking, M&A, or Capital Markets, with proven client interaction; or 2–4 years of relevant experience in public accounting (e.g., Big 4)
• Bachelor’s degree required; exceptional academic performance with relevant coursework in finance and accounting preferred
• Attendance in a formal investment banking or corporate banking training program preferred, but not required
• Demonstrated aptitude for quantitative and qualitative analysis, with a strong understanding of financial statements, financial modeling, valuation, and company or industry analysis
• Excellent written and verbal communication skills, with the ability to express ideas in a clear, persuasive, and organized manner
• Ability to manage multiple workstreams simultaneously in a fast‑paced, transaction‑oriented environment
• Self‑starting, team‑oriented professional who can work independently and collaboratively in a flat organization
• High degree of maturity, professionalism, and integrity, with strong attention to detail and a positive, hardworking attitude
• Proficiency in Microsoft Excel, PowerPoint, and Word
• Experience with financial data and research platforms such as S&P Capital IQ, Bloomberg, PitchBook, or similar tools

Hours & Work Schedule

• Hours per Week: 40+
• Work Schedule: Mon - Fri

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: 11/14/2026