Investment Banking Analyst III/Associate I Corporate Finance - Technology (San Francisco)

Investment Banking Analyst III

Citizens is seeking an ambitious Investment Banking Analyst III to join our Investment Banking team in San Francisco. The Investment Banking Analyst III will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on healthcare and technology.

Primary responsibilities include

The responsibilities of the Analyst III include, but are not limited to, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in a financing or sale, and the preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele. Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens' coverage universe, such as, though not exclusively, healthcare, technology, and real estate/gaming & lodging.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Minimum of 3 years of direct investment banking or transaction-related financial experience
• Industry knowledge and transaction experience within healthcare/technology is strongly preferred.
• 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.
• 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.
• 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.

Hours & Work Schedule

• Hours per Week: 40+
• Work Schedule: Monday to Friday

Pay Transparency

The salary range for this position is $130,000 to $175,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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.

Required Skills

• Analytical Reasoning
• Building Relationships
• Capital Markets
• Communicating Effectively
• Corporate Finance
• Curiosity
• Customer-Centricity
• Financial Analysis
• Financial Market Analysis
• Financial Modeling
• Fostering Inclusion
• Industry Insight
• Investment Performance Reporting
• Motivating Others
• Persistence and Tenacity
• Presentation Skills
• Product Knowledge
• Risk Management Framework
• Tender Management
• Trust & Funding Operations
• Valuing Diversity and Inclusion

About Us

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.