Investment Banking Analyst - Advisory, Business Services
At a glance
Mid-level Investment & Corporate Development role at Citizens Financial Group. Atlanta · full-time · no salary stated · we estimate $87,375–$136,250.
Citizens Financial Group has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Build and assess financial models and company valuations for advisory transactions
- Shape pitches and deal structures with teammates, including financing and merger scenarios
- Meet with existing and potential clients, and investigate industries and individual businesses
- Prepare marketing materials, transaction documents and presentations for client work
- Contribute to business development and help deliver presentations to clients and prospects
What you bring
- At least two years in investment banking, transaction advisory or a comparable position
- Strong accounting, financial modeling and Excel skills, with careful attention to detail
- Permanent U.S. work authorization, as sponsorship and work visas are unavailable
Who this fits
This role suits an analyst with relevant deal experience who can manage several projects efficiently and contribute as a collaborative, detail-focused teammate. You’ll work from the Atlanta office, with a schedule of at least forty hours from Monday through Friday.
From the employer
Citizens Commercial Services Advisory team is seeking an Investment Banking Analyst for our Atlanta office. The analyst will work closely with the team preparing, analyzing, and executing Merger & Acquisitions (M&A) related transactions, primarily within the U.S. middle market. 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:
- Managing and assisting with the preparation of financial models and business valuations
- Work with team members developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm’s corporate and sponsor clients achieve their financial and strategic objectives
- Leading / participating in meetings with current and prospective clients
- Conducting industry and company due diligence
- Preparing and reviewing information memoranda and other transaction documents: draft key marketing and key transaction related documents
- Preparing and reviewing pitch/business origination materials and other presentations: develop and review pitches and other presentations and be an integral part of the team in delivering these presentations
- Assisting business development efforts
Qualifications, Education, Certifications and/or Other Professional Credentials
- 2+ 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 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.
Work Hours: 40+; Mon-Fri
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