Investment Banking Associate for M&A and Commercial Services

4 weeks ago


Atlanta, Georgia, United States Citizens Financial Group, Inc. Full time
Citizens M&A Commercial & Industrial Services Team Overview

Citizens Financial Group, Inc. is seeking an Investment Banking Associate to join our Atlanta office. As a key member of our team, you will work closely with junior and senior professionals to prepare, analyze, and execute banking-related transactions, primarily within the U.S. middle market.

Our team is dedicated to delivering exceptional results to our clients, and we are looking for a talented and motivated individual to join our ranks. As an Investment Banking Associate, you will be responsible for managing and assisting with the preparation of financial models and business valuations, supporting junior and senior team members in developing new business ideas, and leading/participating in meetings with current and prospective clients.

Key Responsibilities
  • Manage and assist with the preparation of financial models and business valuations
  • Support junior and senior team members in developing new business ideas and pitch strategies
  • Lead/participate in meetings with current and prospective clients
  • Conduct industry and company due diligence
  • Prepare and review information memoranda and other transaction documents
  • Prepare and review pitch/business origination materials and other presentations
  • Assist business development efforts

Qualifications, Education, Certifications, and/or Other Professional Credentials
  • 3+ years of work experience in investment banking, transaction advisory, or similar role
  • Experience in Business Services sector is preferred
  • Intelligent and resourceful
  • Professional/concise oral and written communication
  • Strong technical skills (knowledge of accounting, modeling, Excel, etc.)
  • Excellent attention to detail
  • Self-starter/intellectual curiosity
  • Strong work ethic/team player/high degree of humility, maturity, and integrity
  • Ability to work efficiently and 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: Monday to Friday


  • Atlanta, Georgia, United States Citizens Full time

    Job SummaryCitizens is seeking an Investment Banking Associate to join our M&A Commercial & Industrial Services team in Atlanta. As an Associate, you will work closely with junior and senior professionals to prepare, analyze, and execute banking-related transactions within the U.S. middle market.Key ResponsibilitiesManage and assist with the preparation of...


  • Atlanta, Georgia, United States Goldman Sachs Full time

    About the RoleWe are seeking a highly motivated and analytical Investment Banking Associate to join our Southeast Investment Banking team in Atlanta. As a key member of our team, you will be responsible for creating client pitches, offering memoranda, and management presentations.ResponsibilitiesConduct extensive due diligence and industry research to...


  • Atlanta, Georgia, United States Goldman Sachs Full time

    About the RoleThis position involves working on complex financial challenges and transactions in the market. As a member of the Southeast Investment Banking team in Atlanta, you will have the opportunity to work on transactions across multiple industry sectors, including Consumer Retail, Technology, Media & Telecom, Industrials, Financial Institutions,...


  • Atlanta, Georgia, United States Truist Full time

    Job SummaryTruist is seeking a highly skilled Senior Investment Banking Professional to join our Corporate and Institutional Banking team. As a key member of our team, you will be responsible for providing client relationship management and investment banking services to corporate and private equity clients.Key Responsibilities:Provide strategic advisory...


  • Atlanta, Georgia, United States Seacoast Bank Full time

    Job Title: Commercial Banking CoordinatorJob Summary:We are seeking a highly skilled Commercial Banking Coordinator to join our team at Seacoast Bank. As a Commercial Banking Coordinator, you will play a critical role in supporting the Commercial Banking client service channel by coordinating the activities of assigned Bankers.Key Responsibilities:Assist...


  • Atlanta, Georgia, United States Seacoast Bank Full time

    Job DescriptionThe Commercial Banking Risk Director is responsible for the ownership, strategy, execution, and accountability of identifying, assessing, controlling, and mitigating risks associated with commercial business processes. This position drives process improvements in the business and engages in merger-related activities. The Commercial Banking...


  • Atlanta, Georgia, United States Evercap Advisors Full time

    Business Development Senior AssociateEvercap Advisors is seeking a highly motivated Business Development Senior Associate to join our team. As a key member of our business development team, you will be responsible for generating M&A deal flow for our private equity and strategic acquirer client base.Key Responsibilities:Generate proprietary M&A and...


  • Atlanta, Georgia, United States Seacoast Bank Full time

    Job Summary:As a Commercial Banking Coordinator at Seacoast Bank, you will play a vital role in supporting the Commercial Banking client service channel by coordinating the activities of assigned Bankers. Your primary objective will be to ensure the timely and accurate processing of all client accounts and required servicing documentation. You will also be...

  • Banking Associate

    1 month ago


    Atlanta, Georgia, United States East West Bank Full time

    Job Summary:As an Associate Banker at East West Bank, you will play a key role in delivering a high-quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. You will assist customers with their day-to-day financial needs, recommend the right products, and connect them to Subject Matter Experts in Wealth Management,...


  • Atlanta, Georgia, United States Fifth Third Bank Full time

    Unlock Business Potential with Fifth Third BankWe're seeking a seasoned Commercial Banking Relationship Manager IV to join our team at Fifth Third Bank. As a key member of our commercial banking team, you'll be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert advice...


  • Atlanta, Georgia, United States Sands Investment Group Full time

    Job Title: Commercial Real Estate ExpertSands Investment Group (SIG) is a leading commercial real estate brokerage firm specializing in investment sales properties across the United States. We are seeking a highly motivated Commercial Real Estate Expert to join our Automotive focused Investment Sales team in Atlanta, Georgia.Job Responsibilities:Generate new...

  • Sales Associate

    1 month ago


    Atlanta, Georgia, United States H&M Group Full time

    Job Title: Sales AssociateAt H&M Group, we're looking for a Sales Associate to join our team. As a Sales Associate, you will be the friendly face that greets our customers and embodies the heart of our brand.Key Responsibilities:Provide customers with high-level service at every turn, from initiating conversations to assisting at the cash desk, fitting...


  • Atlanta, Georgia, United States Citizens Bancshares Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Commercial Relationship Manager to join our team at Citizens Trust Bank. This is a unique opportunity to leverage your expertise in business development, sales, and customer relationships to drive growth and success in the Nashville, TN market.Key ResponsibilitiesDevelop and maintain extensive...


  • Atlanta, Georgia, United States Advanced Commercial Group, Inc. Full time

    Job Title: Commercial Refrigeration Service TechnicianAbout Us: Advanced Commercial Group, Inc. is a trusted leader in commercial refrigeration, HVAC, electrical, and appliances contracting. Our customers are top brands in the food, beverage, and biomedical industries, and they rely on us for 24/7 facility maintenance.Job Description: We seek a skilled...


  • Atlanta, Georgia, United States Advanced Commercial Group, Inc. Full time

    Job SummaryWe are seeking a skilled Commercial Refrigeration Service Technician to join our team at Advanced Commercial Group, Inc. The ideal candidate will have experience repairing supermarket rack refrigeration systems and repairing refrigeration equipment in cold storage facilities.Key Responsibilities:Servicing, troubleshooting, and repairing various...


  • Atlanta, Georgia, United States Home Depot Full time

    Job Summary:As a Senior IT Analyst, you will contribute to planned IT projects, focusing on identifying and evaluating business and technology risks, internal controls that mitigate risks, and related opportunities for internal control improvement. You will execute specified segments of a project, understand objectives, identify resources, meet set...


  • Atlanta, Georgia, United States Estes Services Full time

    Job OverviewWe are seeking a skilled Commercial Diagnostic HVAC Service Tech to join our team at Estes Services. As a key member of our service team, you will be responsible for performing routine maintenance and repairs on commercial HVAC systems.Key ResponsibilitiesPerform routine maintenance on commercial HVAC systems, including routine checks and...

  • Investment Associate

    4 weeks ago


    Atlanta, Georgia, United States Portman Full time

    Job DescriptionPortman is a renowned real estate company that has built a legacy of excellence and innovation in the industry. We are seeking a highly skilled Investment Associate to join our team and contribute to our success.Key Responsibilities:Evaluate new real estate investment opportunities in the hospitality spacePrepare and present analysis, market...


  • Atlanta, Georgia, United States Citizens Trust Bank Full time

    Job DescriptionCitizens Trust Bank is seeking a highly skilled Commercial Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining relationships with existing and new customers, identifying business opportunities, and providing exceptional customer service.Key...


  • Atlanta, Georgia, United States Flagstar Bank, N.A. Full time

    Flagstar Bank, N.A. is seeking a Senior Banking Consultant to join our team. As a Senior Banking Consultant, you will be responsible for meeting the needs of Small Business clients that are domiciled in the Consumer Bank.This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters, and product...