Investment Banking Analyst
Citizens Financial Group, Inc.
2027 Citizens Capital Markets & Advisory Program AnalystCitizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $226.4 billion in assets as of December 31, 2025. Headquartered in Providence, Rhode Island, Citizens provides a broad range of retail, private banking, wealth management, and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations, and institutional clients. Capital Markets & Advisory ("CM&A") is Citizens' full-service investment banking platform, offering a comprehensive product suite supported by deep sector expertise and a cohesive coverage model.Citizens Bank is seeking Investment Banking Analysts to join the Capital Markets & Advisory ("CM&A") team. Analysts work closely with the team's junior and senior professionals preparing, analyzing, and executing investment banking related transactions, primarily within the U.S. middle market.Analysts are assigned to active and prospective engagement teams across multiple industries within our core areas of focus and have the opportunity to grow professionally in a fast-paced environment.Opportunities Within CM&A, bankers are organized into four core groups: Industry Coverage, Leveraged Capital Markets, Mergers & Acquisitions, and Equity Capital Markets.Industry Coverage: Industry Coverage (Corporate Finance) bankers originate and execute debt, M&A, and equity transactions across specific industry sectors through capital raising and strategic advisory solutions and work closely with the M&A and Leveraged Capital Markets teams to execute business.Leveraged Capital Markets ("LCM"): Internally referred to as Debt Capital Markets, the Leveraged Capital Markets team focuses on the origination, structuring, and execution of finance transactions for corporate and financial sponsor clients, with a concentration on middle-market credits.Mergers & Acquisitions ("M&A"): M&A bankers provide sell-side and buy-side advisory services for middle market corporate and sponsor clients.Equity Capital Markets ("ECM"): ECM bankers support the execution of equity financing transactions, helping companies raise capital through offerings such as initial public offerings (IPOs), follow-on equity offerings, convertible securities, and share repurchase programs.Analysts are aligned with specific groups and potentially organized further by sector coverage. Availability of each group and sector varies by office location (see below).Atlanta, GA Industry Coverage (Financial Institutions)Mergers & Acquisitions (Human Capital Management; Commercial & Industrial Svcs; Transportation & Logistics; Software; Healthcare)Boston, MA Industry Coverage (Transportation & Logistics; Industrial & Infrastructure Svcs; Healthcare Svcs)Leveraged Capital Markets (Healthcare; Financial Institutions; Aerospace, Defense & Government Svcs; Transportation & Logistics; Consumer & Retail; Real Estate, Gaming, Lodging & Leisure; Technology, Media & Telecom; Energy, Power & Chemicals)Charlotte, NC Industry Coverage (Aerospace, Defense & Government Svcs; Industrial Equipment & Distribution; Commercial & Residential Svcs; Financial Institutions; Communications)Mergers & Acquisitions (Consumer, Franchise & Restaurant)New York, NY Industry Coverage (Healthcare; Gaming & Leisure)Equity Capital Markets (ECM)San Francisco, CA Industry Coverage (Technology; Real Estate)Responsibilities Shared responsibilities across all CM&A functions include:Financial Analysis: Financial modeling, comparable company and transaction analyses, leveraged buyout, and other valuation analyses.Preparing Information Memoranda and Transaction Documents: Draft key marketing and transaction-related documents.Supporting Team Members: Develop new business ideas, pitch strategies, or transaction structuring scenarios to help clients achieve their strategic objectives.Preparing Pitch/Business Origination Materials and Presentations: Develop and assemble pitches and presentations and be an integral part of delivering these presentations.Preferred QualificationsCurrent students enrolled in an undergraduate or graduate program, graduating between Winter 2026– Spring 2027Minimum GPA of 3.2; Preferred cumulative GPA of 3.5 Please include your cumulative GPA on your resume.Relevant work experience, leadership experience and coursework in Finance, Accounting or Economics is preferred but all majors will be considered.Strong analytical skills and software skills: MS Office (Word, Excel, PowerPoint) proficiency is required.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 for intern / full-time Analyst positions and candidates must have permanent authorization to work in the U.S.Preferred Skills and AttributesIntelligent, resourceful, professional, clear communicator, excellent attention to detail, self-starter, intellectual curiosity, strong work ethic, team player, high degree of humility, maturity, and integrity, ability to manage multiple projects simultaneously, efficient, adaptable, and strategic in time-sensitive situations, leadership.Application & Interview ProcessSuccessfully 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.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 every local and state jurisdiction in the United States. For an overview of our benefits, visit
$110k
...to achieve personal success and add value to our teams and communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Healthcare IT & Services teams in our New York (NY), Charlotte (NC), Chicago (IL), Minneapolis (MN), and San...SuggestedFull timeWork visa$100k
...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory... ...Bankers is seeking talented professionals for its 2027 full-time Analyst class in the Charlotte office.ResponsibilitiesAnalysts are an...SuggestedFull timeWork at officeLocal areaRemote work$110k - $125k
...Baird Investment Banking Analyst OpportunityHigh-profile deals, major growth, the right people behind you. Grow far at Baird.Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth...SuggestedFull timeWork experience placementCurrently hiringWork visaNight shift- 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking Summer Analyst Program Company Overview Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $226.4 billion in assets as of December 31, 2025....SuggestedPermanent employmentFull timeSummer workInternship
- ...growth of the business line and remarkable client experiences. Under the direction of the Director of Government & Not-for-Profit Banking, this position is responsible for supporting the new client development and relationship management activities for the team. This position...SuggestedWork experience placementBank staffWork at officeLocal areaShift work
- ...Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted...
$62k - $81k
...we are registeredAs an OCIO Operations Analyst, you will be responsible for supporting... ...managers, asset management firms, custodian banks and fund administrators. You will also... ...and research teams. In addition to the investment operations support, this individual will...Remote workFlexible hours- ...solutions for complex asset movement and portfolio restructuring events. By activating internal and external stakeholders across the investment ecosystem, the role helps ensure investment objectives are achieved through disciplined execution, operational excellence, and...Full time
- ...the Greater Charlotte area. What You’ll Do:The Land Acquisition Analyst assists with identifying new land acquisition opportunities... ...developing proformas, valuations, and underwriting for potential land investments.• Track critical date timelines for due diligence, takedowns,...Work experience placementRemote work
$205k - $340k
Job DescriptionAt K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.We...Full timeTemporary workLocal areaRemote work$168k - $240k
...Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly...Temporary workWork at officeLocal areaImmediate start- Partner with Trading and Middle Operations teams to coordinate complex and varied tasks Oversee daily trade settlement and corporate actions workflow across multiple asset classes Support Investor Coverage and Marketing groups Create, update, and review investor reporting...
- Job Overview A law firm seeks a corporate associate in Charlotte, NC, with four to six years of transactional experience, including mergers and acquisitions and similar matters. The ideal candidate will excel in a team-oriented environment and possess strong communication...
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth...Full timeContract workWork at officeRemote workFlexible hours
$100k - $150k
Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind...Full timeWork at officeLocal area$23 - $25 per hour
...researching abilities within a Global Fortune 500 financial services company? This role is within the investment space. The main focus of the Jr. Investment Operations Analyst is to provide investment and financial portfolio servicing support to enhance the client's...Hourly payPermanent employmentFull timeTemporary workWork experience placementShift work- ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to...Work at officeWork from homeShift workDay shift
- ...Charlotte, NC. Reporting This position will report to the Manager, Capital Markets. Summary of Role The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear...Local areaShift work
- ...for defining the Financial Advisor and Advisor team's overall investment management philosophy. Key responsibilities include ensuring client... .../ Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of AmericaWork from homeShift workDay shift
- Role: Senior Investment Operations Analyst in the Fixed Income Investment Operations team. Responsibilities: Manage post-trade activities such as trade validation, allocations, confirmations, and settlement for public fixed income securities. Review trade confirmations,...
$50k - $70k
...Look no further - an exciting opportunity awaits you! We are seeking motivated individuals to join our thriving team in Real Estate Investment Sales, where success is not just a goal but a journey of continuous learning and growth. At Atlas Residential, we believe in...Full time- Job Description Job Description Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Private Equity/M&A team. The ideal candidate must have 2+ years of Private Equity/M&A experience....
- ...opportunity for a Mergers & Acquisitions Analyst to join our already successful and fast-growing... ...practice owners, participate in internal investment committee discussions, and address follow... ...by reviewing financial statements and bank records, reconciling reported results to...Immediate startRemote work
- ...Real Estate AnalystRBC Capital Markets is the global investment banking arm of the Royal Bank of Canada (RBC). The real estate analyst position focuses on modeling and underwriting multifamily real estate transactions that generate investment tax credits. This position...Flexible hours
- ...Asana Partners, a retail real estate investment manager, seeks a data-driven professional to support underwriting and portfolio analytics. You will leverage Argus Enterprise and Excel to highlight performance metrics and assist in debt capital market analyses across diverse...
- ...projects for FCG’s various brand companies. Bachelor’s degree in Accounting; Finance; or Economics. Previous experience in a Financial Analyst or SFA role (Preferred).Self-starter; ability to effectively work independently and as a team player.Excellent customer-facing...
- This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.Curious how your analytical skills can enhance business operations? At Spectrum, you’ll support and improve third-party billing systems while...Work at officeLocal areaWork from homeVisa sponsorship1 day per week
- ...Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, and Federal/State Government... ...Consulting at DescriptionProSidian Seeks a Financial Analyst - Standard | Comprehensive Operational Support [DEA0010027] Engagement...Full timeContract workH1bWork at office
- ...DescriptionAbout Client:They are into Finance and Banking domain!! They render financial services... ...: Best SalaryJob Description:As an analyst you will be reviewing and evaluating the... ...Full-timeFunction: FinanceExperience level: Mid-Senior LevelIndustry: Investment Management
- ...THIS ROLE IS IMPORTANTThis position helps ensure developer deposits, project charges, invoices, and refunds are handled accuratelyThe analyst will complete study true-ups and final accounting reports as projects move forward or developers withdrawAccurate financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Analyst. Be the first to apply!
- investment analyst Charlotte, NC
- investment officer Charlotte, NC
- investment specialist Charlotte, NC
- portfolio analyst Charlotte, NC
- investment banking analyst Charlotte, NC
- investment intern Charlotte, NC
- investment coordinator Charlotte, NC
- investment part time Charlotte, NC
- investment intern (private equity) Charlotte, NC
- investment accountant Charlotte, NC


