Investment Banking Analyst, Corporate Finance
1 week ago
Citizens is seeking an experienced Corporate Finance Analyst to support the Commercial Services team's senior professionals in industry-focused client advisory as well as originating and executing capital markets and M&A transactions. This position offers an excellent opportunity for you 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. As an Analyst in Corporate Finance, your 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. You will thrive in this role through your ability to work on multiple projects and transactions concurrently, and you 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. Additionally, you will be responsible for supervising and developing analyst level bankers. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself
Primary responsibilities include
- Assists in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc.
- Provides financial analysis reports for investment transactions.
- Prepares marketing documentation such as pitch materials and board and management presentations.
- Drafts memorandums and road show presentations for client companies.
- 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.
- 2 years of direct experience with proven client interaction and Investment Banking, M&A, Corporate Finance, Leveraged Finance or Capital Markets experience
- Undergraduate degree with a strong academic record from a leading university. All concentrations considered given level of industry experience
- 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
- Excellent command of Microsoft Word, Excel and PowerPoint
- 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.
- FINRA Series 79 (or 7) and Series 63 and /or willingness to obtain licenses in a short timeframe
- Hours per Week: 40+
- Work Schedule: Monday to Friday
About Us
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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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.
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