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Investment Banking Associate Corporate Finance - Consumer & Retail

$175k - $200k

Citizens Bank

Description 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. Primary responsibilities include 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 Qualifications 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 Education, Certifications and/or Other Professional Credentials Undergraduate degree with a strong academic record from a leading university. 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 FINRA Series 79 (or 7) and Series 63 and /or willingness to obtain licenses within required timeframe. Hours & Work Schedule Hours per Week: 40 + Work Schedule: Monday to Friday Pay Transparency The salary range for this position is $175,000 – $200,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. 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. #J-18808-Ljbffr Citizens Bank

Vacancy posted 1 day ago
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