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Citizens · 1 day ago

Investment Banking Associate, Financial Institutions Group

4250 Congress St., Charlotte, NC, 28209, US

Full-time

Onsite

Mid, Senior Level

$175K/yr - $225K/yr

4+ years exp

Citizens is seeking an experienced Associate to join their Financial Institutions Group. The role involves executing M&A transactions and capital markets transactions, serving as a primary point of contact for clients, and managing all stages of deal execution.

BankingCredit CardsFinancial ServicesFinTechRetail

H1B Sponsor Likely

Responsibilities

Lead and execute transactions across mergers and acquisitions, debt and equity financing, and other strategic advisory mandates

Develop actionable ideas and thematic pitch content, analyze industry trends, and deliver presentations to existing and prospective clients

Manage all stages of deal execution, including financial modeling, valuation, due diligence, and preparation of offering materials (CIMs, pitch books, investor presentations)

Serve as a primary point of contact for clients, including C-suite executives and financial sponsors, ensuring seamless communication and execution

Negotiate key structural elements of transactions and coordinate with counterparties, investors, and rating agencies

Conduct industry and company research, prepare marketing materials, and support business development initiatives

Mentor and train junior team members, fostering a collaborative and high-performance culture

Collaborate with internal partners across product groups and commercial banking to drive cross-selling opportunities

Qualification

M&A executionFinancial modelingValuationAccounting knowledgeSeries 79 & 63 licensesTeam orientationCommunication skillsProject management

Required

4+ years of experience in investment banking, corporate finance, or transaction advisory, with proven M&A execution experience

Strong technical skills, including financial modeling, valuation, and accounting knowledge

Demonstrated ability to manage multiple projects in a fast-paced environment

Excellent communication skills—professional, concise, and client-ready

High degree of integrity, maturity, and resourcefulness; strong work ethic and team orientation

Bachelor's degree required; Master's degree preferred

Series 79 & 63 licenses (or ability to obtain)

Preferred

Master's degree preferred

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

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

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)