M&A Analyst: Pitch-to-Close Transactions

Citizens Bank; Virginia; On-site; USD 90,000 - 120,000; Full time

Job summary

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,

Qualifications

• 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.

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 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.

Skills

Communication skills

Analytical ability

Attention to detail

Team collaboration

Education

Bachelor's degree in finance or accounting

Tools

Microsoft Excel

PowerPoint

Word

S&P Capital IQ

Bloomberg

PitchBook

Job description

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,