Investment Banking Analyst II, Advisory, Consumer & Retail/Restaurant
At a glance
Mid-level Investment & Corporate Development role at Citizens Financial Group. Charlotte · full-time · $115,000–$120,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and help manage financial models and valuations for advisory transactions
- Join client and prospect meetings, and investigate relevant companies and industries
- Prepare and review pitch decks, presentations and other marketing materials
- Support business development while keeping multiple deals and projects moving
What you bring
- At least one year of work in investment banking, transaction advisory, accounting or a similar role
- Experience preparing financial models and valuing businesses, whether leading the work or supporting it
- You can manage competing projects, communicate professionally and take ownership of your work
Who this fits
This role suits an early-career banking or transaction professional who wants hands-on involvement across deal stages and regular contact with senior bankers. You’ll join the Consumer & Retail/Restaurant team in Charlotte and work Monday through Friday for at least forty hours per week.
From the employer
Citizens M&A Advisory is looking for a qualified Investment Banking Analyst to join our Consumer & Retail/Restaurant team. The location for this position is Charlotte, NC. This team provides investment banking services to lower mid-market firms (under $500 million in enterprise value) in the Consumer & Retail/Restaurant sector. Service offerings include sell-side and buy-side advisory, capital raises and strategic advisory. Our entrepreneurial culture and focus on excellence have made us a leader in mid-market investment banking.
Primary responsibilities include
Our Analysts are assigned to a sector team but have opportunities to gain exposure to multiple industries within our core areas of focus. In addition to key execution responsibilities, our Analysts manage consistent deal flow. 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.
Qualifications
- 1+ years of managing and assisting with the preparation of financial models and business valuations.
- Leading / participating in meetings with current and prospective clients.
- Conducting industry and company due diligence.
- Creating and reviewing marketing materials and pitch/presentation materials.
- Assisting business development efforts.
- Must be Resourceful and diligent with professional communication and technical skills.
- Sense of ownership and ability / desire to act.
- Self-starter with strong work ethic and desire to be part of a team.
- Ability to work efficiently and to manage multiple projects simultaneously.
- Candidates should have 1-2 years of work experience in investment banking, transaction advisory, accounting, or similar role.
Hours & Work Schedule
- Hours per Week: 40 +
- Work Schedule: Monday to Friday
Pay Transparency
The salary range for this position is $115,000 – $120,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including, but not limited to, the budget, 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.