Investment Banking Analyst III Corporate Finance - Technology (San Francisco)

Citizens Financial Group•San Francisco, CA

3d•Onsite

About The Position

Citizens is seeking an ambitious Investment Banking Analyst III to join our Investment Banking team in San Francisco. The Investment Banking Analyst III will be involved in all facets of Citizens’ investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on technology.

Requirements

Minimum of 3 years of direct investment banking or transaction-related financial experience
Skills with the ability to express ideas in a persuasive, organized, and articulate manner.
Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams.
Demonstrated aptitude for quantitative and qualitative analysis with a 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.
High degree of maturity and integrity with a positive and hardworking attitude.
Excellent attention to detail.
Full command of Microsoft Excel, PowerPoint, and Word.

Nice To Haves

Industry knowledge and transaction experience within healthcare/technology is strongly preferred.
Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.

Responsibilities

Financial analysis and modeling
Conducting industry and company-specific research
Coordinating the various processes involved in a financing or sale
Preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele.