Analyst, Middle Market Banking jobs in United States
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Citizens · 13 hours ago

Analyst, Middle Market Banking

Citizens is a leading financial institution, and they are seeking a Middle Market Analyst to conduct detailed research and analysis of market data and trends. The role involves supporting Portfolio Managers and Relationship Managers in understanding credit policy and financial analysis to aid in credit decisions.

BankingCredit CardsFinancial ServicesFinTechRetail
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H1B Sponsor Likelynote

Responsibilities

Assist Market Executives, Relationship Managers and Associates to develop new business ideas, pitch strategies and transaction financing scenarios to help corporate clients achieve their financial and strategic objectives
Perform a broad variety of financial analysis
Conduct in-depth company and industry research
Review financial models and other client information to identify key trends and present conclusions for discussion purposes
Analyze client-level revenue opportunities on an ongoing basis to assess risk reward tradeoffs and facilitate decisions regarding capital commitments and other client engagements
Prepare pitch materials for client meetings
Prepare meeting notes to share with deal team
Support Relationship Managers maintain data accuracy and integrity
Assist with special projects such as preparing discussion materials for internal client planning sessions

Qualification

Financial analysisFinancial modelingCompany analysisMicrosoft ExcelCommercial Banking experienceOral communicationWritten communicationAttention to detailTeam playerProject management

Required

Bachelor's Degree required
Ability to work effectively as an individual and as part of multiple teams
Excellent oral and written communication skills with the ability to express ideas in a persuasive, organized, and articulate manner
Ability to follow-up independently and consistently and play the critical role as the project manager on assignments
Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding or willingness to master financial statement analysis, financial modeling and company or industry analysis
Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment
High degree of maturity and integrity with a positive and hardworking attitude
Excellent attention to detail
Full command of Microsoft Word, Excel and PowerPoint

Preferred

Experience with related financial services software is a plus
Previous Commercial Banking experience is a plus
Master's Degree is a plus

Benefits

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States

Company

Citizens

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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.

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
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Company data provided by crunchbase