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Citizens · 5 months ago

Investment Banking Analyst/Associate, Consumer & Retail (Multi-Unit Franchise)

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

Full-time

Onsite

Entry, Mid Level

2+ years exp

Citizens is seeking an Investment Banking Analyst/Associate for their Consumer & Retail Advisory team in Charlotte. The role involves preparing and analyzing banking transactions, managing deal flow, and serving as a key point of contact for clients, with significant exposure to senior bankers.

BankingCredit CardsFinancial ServicesFinTechRetail

No H1B

Responsibilities

Managing and assisting with the preparation of financial models and business valuations

Supporting junior and senior team members in developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm’s corporate and sponsor clients achieve their financial and strategic objectives

Leading / participating in meetings with current and prospective clients

Conducting industry and company due diligence

Preparing and reviewing information memoranda and other transaction documents: draft key marketing and key transaction related documents

Preparing and reviewing pitch/business origination materials and other presentations: develop and review pitches and other presentations and be an integral part of the team in delivering these presentations

Assisting business development efforts

Qualification

Investment BankingFinancial ModelingConsumer & Retail ExperienceAccounting KnowledgeExcelOral CommunicationWritten CommunicationAttention to DetailTeam PlayerSelf-Starter

Required

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

Intelligent and resourceful

Professional / concise oral and written communication

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

Excellent attention to detail

Self-starter / intellectual curiosity

Strong work ethic / team player / high degree of humility, maturity, and integrity

Ability to work efficiently and to manage multiple projects simultaneously in a fast-paced environment

Candidates must have permanent authorization to work in the U.S

Preferred

Experience in Consumer & Retail sector is preferred

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