Investment Banking Associate, Financial Institutions Group

Citizens Financial Group•Charlotte, NC

2d•$175,000 - $225,000

About The Position

Citizens Capital Markets & Advisory (“CCMA”) is currently seeking an experienced Associate, Corporate Finance candidate to join our Financial Institutions Group (FIG) vertical. The ideal candidate possesses an established investment banking pedigree and skill set with a strong focus on executing sell-side M&A transactions. You would serve as a key resource in client discussions and presentations, alongside Citizens product partners, while participating in the origination and execution of M&A transactions, as well as equity and debt capital markets transactions. This is an attractive opportunity for an established associate seeking greater client exposure, transaction experience and career advancement opportunities within an entrepreneurial, fast growing organization with competitive pay and benefits.

Requirements

4+ years of experience in investment banking, corporate finance, or transaction advisory, with proven M&A execution experience.
Strong technical skills, including financial modeling, valuation, and accounting knowledge.
Demonstrated ability to manage multiple projects in a fast-paced environment.
Excellent communication skills—professional, concise, and client-ready.
High degree of integrity, maturity, and resourcefulness; strong work ethic and team orientation.
Bachelor’s degree required
Series 79 & 63 licenses (or ability to obtain).

Nice To Haves

Master’s degree preferred.

Responsibilities

Lead and execute transactions across mergers and acquisitions, debt and equity financing, and other strategic advisory mandates.
Develop actionable ideas and thematic pitch content, analyze industry trends, and deliver presentations to existing and prospective clients.
Manage all stages of deal execution, including financial modeling, valuation, due diligence, and preparation of offering materials (CIMs, pitch books, investor presentations).
Serve as a primary point of contact for clients, including C-suite executives and financial sponsors, ensuring seamless communication and execution.
Negotiate key structural elements of transactions and coordinate with counterparties, investors, and rating agencies.
Conduct industry and company research, prepare marketing materials, and support business development initiatives.
Mentor and train junior team members, fostering a collaborative and high-performance culture.
Collaborate with internal partners across product groups and commercial banking to drive cross-selling opportunities.