Investment Banking Analyst I - Advisory at Citizens

Richmond, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jul, 26

Salary

0.0

Posted On

22 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial modeling, Valuation analysis, Investment banking, Mergers & acquisitions, Capital markets, Pitch materials, Due diligence, Virtual data rooms, Financial research, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, S&P Capital IQ, Bloomberg, PitchBook, Communication skills

Industry

Financial Services

Description

Citizens is seeking an experienced Investment Banking Analyst to join the Mergers & Acquisitions (“M&A”) division of our Capital Markets & Advisory team (“CM&A”). This role is based in our Richmond office and 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 all facets of prospective and active client engagements, gaining broad exposure across transactions from pitch through closing. -------------------------------------------------------------------------------- Primary 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 detailed transaction marketing materials, including confidential information memoranda (CIMs) and management presentations * Perform extensive 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 * Directly liaise with clients’ C‑suite and senior management teams to prepare marketing materials and respond to diligence and information requests * Conduct comprehensive 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 -------------------------------------------------------------------------------- Qualifications, Education, and Experience * 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 (e.g., Big 4) * Bachelor’s degree required; exceptional academic performance with relevant coursework in finance and accounting preferred * Attendance in a formal investment banking or corporate banking training program preferred, but not required * Demonstrated 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 in a clear, persuasive, and organized manner * Ability to manage multiple workstreams simultaneously in a fast‑paced, transaction‑oriented environment * Self‑starting, team‑oriented professional who can work independently and collaboratively in a flat organization * High degree of maturity, professionalism, and integrity, with 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 Hours & Work Schedule * Hours per Week: 40+ * Work Schedule: Mon - Fri 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

The analyst will participate in all phases of the transaction lifecycle, including pitch preparation, financial modeling, and valuation analysis. They will also manage due diligence workstreams and liaise directly with client management teams to support active engagements.