Investment Banking Associate - Debt Capital Markets
At a glance
Junior Investment & Corporate Development role at Citizens Financial Group. United States · full-time · $175,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build financial models for transaction scenarios, then use the results and comparable deals to shape structure and pricing guidance
- Research companies and industries, assess client information, and turn findings into conclusions and client pitch materials
- Help develop financing ideas and pitch approaches with managing directors for corporate clients and financial sponsors
- Drive deal execution across diligence, legal documents, debt marketing, syndication, and closing
- Coordinate ratings and lender meetings, investor roadshows, data rooms, and responses to lender questions
What you bring
- At least four years in investment banking or Big Four deals advisory
- A bachelor's degree in finance or a related discipline
- Strong analytical problem-solving ability and clear written and verbal communication
Who this fits
This role suits an experienced banking or deals advisory professional who can manage several transactions at once and work closely with senior bankers, clients, counsel, and investors. Expect a workweek of forty hours or more and four in-office days each week; the role can be based in Boston or Charlotte.
From the employer
Citizens is seeking an experienced Debt Capital Markets Associate to support the aligned industry team. 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 part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!
While in this role, you will be significantly involved in transactions from origination through closing. Additionally, you should have the ability to work on multiple projects and transactions concurrently. Furthermore, you will play a critical role on deal terms and coordinating projects and will interact directly with managing directors, senior management, other groups within Citizens, client management terms, private equity firms, legal counsel, and professionals at other banks.
Primary responsibilities include
- Working with Managing Directors 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 Managing Directors to provide indicative transaction structure and pricing guidance based on financial model and comparable transaction analysis.
- Preparing pitch materials for client meetings.
- Supporting Portfolio / Relationship Managers in transaction screening and credit / underwriting approval meetings to provide detailed overviews on clients and transactions and offer market insights and advice.
- Playing a key leadership role throughout the transaction execution process.
- Participating in accounting, business, and legal due diligence (with drafting sessions for public offerings).
- Working with legal counsel and clients / financial sponsors to draft and negotiate all legal documentation.
- Working with sales distribution team to develop syndication strategies with targeted investor lists and populate and manage data room information and access.
- Preparing detailed transaction marketing materials including confidential information memoranda and lender presentations.
- Organizing Ratings Agency Meetings, Lender meetings and Investor Roadshows for private and public debt offerings.
- Coordinating with sales distribution team to answer lender due diligence questions.
Assisting clients, internal operations team, and investors through the closing process.
Qualifications, Education, Certifications and/or Other Professional Credentials
Required:
- We seek multi-faceted, results-driven, creative individuals ideally with 4+ years experience in Investment Banking or in the Big 4 Deals Advisory practice, who can generate ideas and execute them successfully as part of a dynamic team.
Bachelors Degree in Finance or related field
Preferred:
- You will need to demonstrate superior problem solving and analytical capabilities accompanied by evidence of academic excellence and a strong work ethic.
- You should have a track record of showing leadership and teamwork aptitudes, as well as display exceptional written and oral communication skills.
A strong attention to detail and focus on quality of client deliverables is essential.
- Hours & Work Schedule
- Hours per Week: 40+ hours
Work Schedule: In Office 4 day a week, role could be based in Boston or Charlotte
- The salary range for this position is $175,000 - $225,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .
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