Investment Banking Analyst - Advisory

Citizens Bank; Virginia; Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

Citizens Bank in Richmond seeks an Investment Banking Analyst to join the Mergers & Acquisitions division of the Capital Markets & Advisory team. You will support senior deal professionals and interact with corporate clients and sponsors throughout the transaction lifecycle.

As an Analyst, you will prepare materials, conduct financial modeling, manage due diligence, and coordinate with clients' leadership. The role offers broad exposure from pitch through closing and requires strong analytical,

Qualifikationen

• 1–2 years of direct experience in Investment Banking, M&A, or Capital Markets, with client interaction; or 2–4 years in public accounting with client exposure.
• Bachelor’s degree required; exceptional academic performance with finance/accounting coursework preferred.
• Attendance in a formal investment banking or corporate banking training program is preferred but not required.
• Demonstrated aptitude for quantitative and qualitative analysis with strong understanding of financial statements, modeling, valuation, and industry analysis.
• Excellent written and verbal communication skills, with the ability to express ideas clearly and persuasively.
• Ability to manage multiple workstreams in a fast-paced, transaction-oriented environment.
• Self-starting, team-oriented, able to work independently and collaboratively.
• High degree of maturity, professionalism, and integrity with attention to detail.

Aufgaben

• Participate in all phases of the transaction lifecycle, from pitch and origination through execution and closing.
• Prepare pitch materials and update presentation decks for client meetings and prospective engagements.
• Prepare CIMs and management presentations for marketing and diligence.
• Perform extensive financial modeling and valuation analyses, including deal structures and alternatives.
• Manage due diligence workstreams and organize virtual data rooms.
• Liaise with clients’ C-suite and senior management to prepare materials and respond to information requests.
• Conduct comprehensive company and industry research and develop analytical materials for internal and client use.
• Analyze financial model outputs and client information to inform discussions with deal teams and clients.
• Research potential buyers and support outreach to counterparties.
• Participate in client meetings and meetings with prospective buyers and investors.

Kenntnisse

Communication skills

Analytical ability

Attention to detail

Team collaboration

Ausbildung

Bachelor's degree in finance or accounting

Tools

Microsoft Excel

PowerPoint

Word

S&P Capital IQ

Bloomberg

PitchBook

Jobbeschreibung

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

#LI-Citizens1

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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.