Investment Banking Analyst II Debt Capital Markets

Citizens Bank, N.A.; Boston (MA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Paid parental leave

Flexible work arrangements

Education reimbursement

Wellness program

Job summary

Citizens Bank in Boston is seeking an Analyst II to join the Capital Markets & Sponsor Finance Group. You will work with senior professionals to originate, structure and execute leverage finance transactions, primarily in the U.S.

middle market, handling multiple projects from origination through closing. You will support deal teams with financial analyses, marketing materials, memorandums, and road show presentations, interacting with MDs, clients, and private equity groups.

Qualifications

• We seek multi-faceted, results-driven, creative individuals ideally with 1-2+ years experience in Investment Banking or in the Big 4 Deals Advisory practice, who can generate ideas and execute them successfully as part of a dynamic team.
• Bachelor's Degree in Finance or related field

Responsibilities

• Assists in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc.
• Provides financial analysis reports for investment transactions.
• Prepares marketing documentation such as pitch materials and board and management presentations.
• Drafts memorandums and road show presentations for client companies.

Skills

Investment Banking

Financial analysis

M&A

Team collaboration

Education

Bachelor's Degree in Finance or related field

Job description

Description

Citizens is seeking early career professionals, with 1-2 years of experience, to join the execution team within its Capital Markets & Sponsor Finance Group (“Capital Markets”). As an Analyst II within Capital Markets, you will work closely with the team’s senior professionals in originating, structuring and executing leverage finance transactions, primarily within the U.S. middle market. Analysts’ responsibilities will require significant and regular transaction involvement, from origination through closing, as well as the ability to work on multiple projects and transactions concurrently. You will play a critical role on deal teams and interact directly with Managing Directors and other senior management members, other groups within Citizens, client senior management teams, private equity investment teams, and legal counsel. Analysts will work directly with senior professionals across several different industries and perform analyses and support on all aspects of investment products. In this role at Citizens, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!

Primary responsibilities include

• Assists in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc.
• Provides financial analysis reports for investment transactions.
• Prepares marketing documentation such as pitch materials and board and management presentations.
• Drafts memorandums and road show presentations for client companies.

Qualifications, Education, Certifications and/or Other Professional Credential

Required:

• We seek multi-faceted, results-driven, creative individuals ideally with 1-2+ years experience in Investment Banking or in the Big 4 Deals Advisory practice, who can generate ideas and execute them successfully as part of a dynamic team.
• Bachelors Degree in Finance or related field

Preferred:

• You will need to demonstrate superior problem solving and analytical capabilities accompanied by evidence of academic excellence and a strong work ethic.
• You should have a track record of showing leadership and teamwork aptitudes, as well as display exceptional written and oral communication skills.
• A strong attention to detail and focus on quality of client deliverables is essential.

Hours & Work Schedule

• Hours per Week: 40+ hours
• Work Schedule: In Office 4 day a week, role could be based in Boston or Charlotte

The salary range for this position is $110,000 - $120,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, 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 every 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.