Investment Banking Analyst - Advisory

Citizens Financial Group•Richmond, VA

19h•Onsite

About The Position

Citizens is seeking an experienced Investment Banking Analyst to join the Mergers & Acquisitions division of its Capital Markets & Advisory team. Based in the Richmond office, the Analyst 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 prospective and active client engagements and gain broad exposure across transactions from pitch through closing.

Requirements

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, such as Big 4.
Bachelor’s degree required.
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 clearly, persuasively, and in an organized manner.
Ability to manage multiple workstreams simultaneously in a fast-paced, transaction-oriented environment.
Self-starting, team-oriented professional able to work independently and collaboratively in a flat organization.
Maturity, professionalism, integrity, 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.

Nice To Haves

Exceptional academic performance with relevant coursework in finance and accounting.
Attendance in a formal investment banking or corporate banking training program.

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 transaction marketing materials, including confidential information memoranda and management presentations.
Perform 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.
Liaise directly with clients’ C-suite and senior management teams to prepare marketing materials and respond to diligence and information requests.
Conduct 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.