2027 Summer Analyst - Subscription Finance & Services (Charlotte, NC) at Citizens

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Sep, 26

Salary

0.0

Posted On

03 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Underwriting, Due Diligence, MS Excel, MS PowerPoint, MS Word, Strategic Thinking, Communication, Analytical Skills, Portfolio Management, Credit Facilities, Legal Documentation Review

Industry

Banking

Description

2027 Summer Analyst - Subscription Finance & Services Start Date: May 2027 Citizens Bank is seeking a Summer Analyst to join the Subscription Finance & Services team in Charlotte, NC. Summer Analysts will work closely with the team’s senior Relationship Managers who oversee a portfolio of private equity fund relationships of varying sizes and complexities. The Subscription Finance & Services team is part of Capital Markets & Advisory and is the central contact for banking services provided to investment funds managed by leading private equity managers. This position offers an excellent opportunity to join a highly performing, rapidly growing, and entrepreneurial team within one of the largest regional banks in the country. Through this experience, Summer Analysts will gain insight into the issues and considerations for private equity funds as they raise third-party equity, deploy capital across investments and ultimately liquidate those positions over time. Summer Analysts will also develop direct working relationships with current and prospective private equity clients, professionals at other banks, and work first-hand with external legal counsel to negotiate and close new transactions. At the conclusion of the 10-week internship program, high-performing Summer Analysts will be considered for a potential offer for direct employment into the Subscription Finance & Services team (post-graduation). Summer Analyst Responsibilities Key tasks & responsibilities include, but are not limited to: * Support senior Relationship Managers originating, structuring, underwriting, and executing subscription credit facilities * Prepare marketing presentations for client meetings and internal reporting materials * Assist with modeling and collateral due diligence to develop borrowing base solutions * Assist in the underwriting approval process and ongoing portfolio management * Develop the ability to review and summarize key provisions in fund legal documentation * Summarize meeting notes, prepare follow-up deliverables, and track client engagements Qualifications: * Self-starting team player who can think strategically and excel in a fast-paced and challenging work environment; professional and clear communicator * Ability to work efficiently and to manage multiple projects simultaneously; excellent attention to detail * Strong analytical skills and software skills: MS Office (Word, Excel, PowerPoint, Copilot) proficiency is required * Relevant work experience, leadership experience or coursework in Finance, Accounting or Economics is preferred but all majors will be considered * Successfully complete a video interview assessment within 4 days of receiving the link; if not completed within the timeframe, your application will be automatically withdrawn from consideration * Minimum GPA of 3.2; Preferred cumulative GPA of 3.5 * Please include your cumulative GPA on your resume * Current students enrolled in an undergraduate bachelor’s program, graduating between Winter 2027 – Spring 2028 OR current students enrolled in a graduate program, graduating between Winter 2027 – Spring 2028 * Candidates must currently be a U.S. Resident to be eligible for this program * Please note that U.S. Immigration sponsorship or work visa is not available and candidates must have permanent authorization to work in the U.S. Additional Resources Click here for more information about our programs and application process: https://jobs.citizensbank.com/en/Capital-Markets-and-Advisory [https://jobs.citizensbank.com/en/Capital-Markets-and-Advisory] Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy [https://jobs.citizensbank.com/Job-Applicant-Privacy-Policy] Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Responsibilities

Support senior Relationship Managers in originating, structuring, and executing subscription credit facilities for private equity funds. Prepare marketing presentations, perform collateral due diligence, and assist in the underwriting approval process.