Investment Banking Analyst - Industrials

Investment Banking Analyst

Citizens Capital Markets & Advisory Markets group is seeking an Investment Banking Analyst to join our Advisory Industrial team in our Cleveland office. The Investment Banking Analyst will work closely with the team's senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market.

Our Analysts are exposed to multiple industries within our core areas of focus. In addition to key execution responsibilities, Analysts manage consistent deal flow with opportunity to be the point of contact for our clients. All Analysts have significant exposure to senior bankers and are involved in all stages of a transaction; they are an integral part of delivery to our clients and prospects.

Primary responsibilities include:

• Perform extensive financial modeling, valuation analysis, and preparation of analytical materials to support transaction execution and strategic decision-making.
• Analyze financial model outputs and client information to prioritize key data, draw conclusions, and prepare insights for internal and client discussions.
• Conduct comprehensive company and industry research, including due diligence, and develop ongoing industry thought pieces and analyses for client presentation.
• Manage and maintain the online diligence repository, ensuring accurate, organized, and up-to-date transaction materials.
• Prepare and review detailed transaction marketing materialsincluding confidential information memoranda and management presentationsas well as pitches, origination decks, and other client-facing presentations.
• Support senior team members in creating new business ideas, pitch strategies, and transaction structuring scenarios across equity, debt, and M&A to help clients meet strategic and financial objectives.
• Assist in broader business development efforts, contributing to idea generation, client engagement, and pipeline development.

Qualifications, Education, Certifications and/or Other Professional Credentials

• 1- 2 years of work experience in investment banking, transaction advisory, or similar role.
• Experience in Industrial sector is preferred
• Professional / concise oral and written communication
• Strong technical skills (knowledge of accounting, modeling, Excel, etc.)
• Excellent attention to detail
• Self-starter / intellectual curiosity / resourceful
• Strong work ethic / team player / high degree of humility, maturity, and integrity
• Ability to work efficiently and to manage multiple projects simultaneously in a fast-paced environment
• Please note that U.S. Immigration sponsorship or work visa is not available for this position and candidates must have permanent authorization to work in the U.S.

Hours & Work Schedule

• Hours per Week: 40+
• Work Schedule: Mon - Fri

Pay Transparency

The salary range for this position is $110,000 - $130,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit

Required Skills

• Customer Alignment
• Customer Journey Orchestration
• Diversity and Inclusion (D&I) Strategy and Policy

About Us

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

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.

Job Info

• Job Identification 48708
• Job Category Advisory & Relationship Management
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Job Shift 1st
• Locations 200 Public Square, Suite 3750, Cleveland, OH, 44114-2321, US
• Working Hours 40
• Career Site Category Commercial Banking