Investment Banking Associate Corporate Finance - Consumer & Retail

Citizens•Charlotte, NC

1d•$175,000 - $200,000•Onsite

About The Position

Citizens is seeking an experienced Investment Banking Associate to join our Consumer and Retail group to support the team’s senior professionals in industry-focused client advisory as well as originating and executing capital markets and M&A transactions. The Associate’s responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from origination through closing. The candidate should have the ability to work on multiple projects and transactions concurrently and will work directly with senior professionals in Debt Capital Markets, Equity Capital Markets, M&A, Sponsor Coverage and Corporate Banking supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancing, and equity raises. The Associate will also be responsible for supervising and developing analyst level bankers. This position offers an excellent opportunity to join a rapidly growing investment banking platform with market leading positions in middle market corporate and sponsor backed transactions complemented by strong public equity research.

Requirements

3+ years of direct experience in M&A, Corporate Finance, Leveraged Finance or Capital Markets.
Excellent oral and written communication 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
Ability to follow-up independently and consistently and play the critical role as the project manager on most assignments
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
Ability to immediately contribute to the group based on experience and help transfer best practices and knowledge
Full command of Microsoft Excel, PowerPoint, and Word
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
Undergraduate degree with a strong academic record from a leading university.
FINRA Series 79 (or 7) and Series 63 and /or willingness to obtain licenses within required timeframe.

Nice To Haves

MBA a strong plus, but not required given level of experience
Attendance in a formal investment or corporate banking training program preferred, but not required

Responsibilities

Working with Managing Directors, Vice Presidents, Associates within the 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
Performing extensive financial statement modeling for a variety of transaction scenarios
Conducting comprehensive company and industry research
Analyzing financial model output and client information to prioritize data and present conclusions for discussion purposes
Coordinating with senior bankers to provide indicative transaction structure and pricing guidance based on financial model and comparable transaction analysis
Preparing pitch materials for client meetings
Manage transaction screening and credit / underwriting approval processes and all required documentation, analysis, and meetings
Playing a key leadership role throughout the transaction execution process
Participating in accounting, business, and legal due diligence
Working with legal counsel and clients / financial sponsors to draft and negotiate legal documentation
Preparing detailed transaction marketing materials including confidential information memoranda, ratings agency presentations, and lender / roadshow management presentations
Supervising and developing analyst level bankers