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Citizens · 2 months ago

Investment Banking Analyst III/Associate I - M&A Advisory, Software Team

3550 Lenox Road, Atlanta, GA, 30326, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Citizens is seeking an Investment Banking Analyst III / Associate I to join their Atlanta office within the Software Team of M&A Advisory. The role involves supporting senior bankers in managing M&A transactions and requires collaboration across multiple sectors within application software.

BankingCredit CardsFinancial ServicesFinTechRetail

H1B Sponsor Likely

Responsibilities

Assist senior bankers in managing all phases of the M&A process — including pitch materials, kickoff presentations, buyer research and outreach, marketing materials, due diligence, data room management and closing coordination

Track deal milestones, organize client deliverables and maintain communication with internal and external stakeholders to ensure timely progress across multiple active engagements. Participate in and help lead meetings with clients and prospects

Create high-quality PowerPoint materials including pitch decks, Confidential Information Presentations and management presentations

Conduct industry and company research to identify key trends, competitive positioning and potential acquirers with strategic rationale

Analyze financial statements, prepare valuation analyses and build detailed driver-based forecast models to support marketing and client materials

Assist clients in preparing due diligence materials, ensuring accuracy, completeness and consistency across all deliverables

Maintain accurate, up-to-date information in Salesforce and other internal databases to support marketing initiatives and deal execution

Work closely with team members and across the investment bank to support business development efforts, win new mandates, and deliver successful client outcomes

Qualification

Financial Analysis & ModelingPowerPointProject ManagementTechnical SkillsAttention to DetailOrganizational SkillsCollaborationSelf-Starter

Required

2+ years of work experience in investment banking, transaction advisory or a related role

Strong PowerPoint skills (experienced at developing polished, visually compelling materials that clearly communicate company positioning, industry insights and financial performance)

Strong technical skills (knowledge of accounting, modeling, Excel)

Excellent attention to detail and organizational skills

Ability to manage multiple projects and deadlines in a fast-paced environment

Intelligent, resourceful, self-starter with a strong work ethic and collaborative mindset

Preferred

Experience working with software companies is not required

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees

https://www.citizensbank.com/

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2020 (1)