Senior FIG IB Associate - M&A & Capital Markets

Citizens Financial Group; Atlanta (GA); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Education reimbursement

Job summary

Citizens Financial Group seeks an Investment Banking Associate to join our Financial Institutions Group in Atlanta, GA (also NYC). This role supports senior bankers on debt/equity capital markets and M&A, builds complex financial models, and helps prepare client-ready pitch materials.

You will coordinate deal processes, conduct industry research, and assist in due diligence and legal documentation while collaborating with cross-functional teams in a fast-paced environment.

Qualifications

• 3+ years of direct experience in M&A, Corporate Finance, Leveraged Finance or Capital Markets.
• Proven experience in FIG, particularly in Specialty Finance, is strongly preferred.
• Strong persuasive, organized, and articulate communication skills.
• Ability to function in a flat organization, manage multiple projects simultaneously, and work effectively as an individual and as part of multiple teams.
• Independent and consistent follow‑up, acting as project manager on most assignments.
• Strong quantitative and qualitative analytical skills with 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.

Responsibilities

• Work with senior bankers in Debt Capital Markets, Equity Capital Markets, and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.
• Perform extensive financial statement modeling for a variety of transaction scenarios.
• Conduct comprehensive company and industry research.
• Analyze financial model output and client information to prioritize data and present conclusions for discussion.
• Coordinate with senior bankers to provide indicative transaction structure and pricing guidance based on financial model and comparable transaction analysis.
• Prepare pitch materials for client meetings.
• Manage transaction screening and credit/underwriting approval processes and all required documentation, analysis, and meetings.
• Play a key leadership role throughout the transaction execution process.
• Participate in accounting, business, and legal due diligence.
• Work with legal counsel and clients/financial sponsors to draft and negotiate legal documentation.
• Prepare detailed transaction marketing materials including confidential information memoranda, ratings agency presentations, and lender/roadshow management presentations.

Skills

M&A experience

Corporate Finance

Leveraged Finance

Capital Markets

FIG experience

Excel

S&P CapitalIQ

Bloomberg

Education

Undergraduate degree

MBA (strong plus)

Tools

S&P CapitalIQ

Bloomberg

Thomson One

Thomson Loan Pricing Connector

FactSet

Job description

Citizens Financial Group seeks an Investment Banking Associate to join our Financial Institutions Group in Atlanta, GA (also NYC). This role supports senior bankers on debt/equity capital markets and M&A, builds complex financial models, and helps prepare client-ready pitch materials.

You will coordinate deal processes, conduct industry research, and assist in due diligence and legal documentation while collaborating with cross-functional teams in a fast-paced environment.