Associate II Corporate Financ

Description

Citizens is seeking an experienced Corporate Finance Associate II to support the team’s senior professionals in industry focused client advisory as well as originating and executing capital markets and M&A transactions. 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 an Associate II in Corporate Finance, your responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from origination through closing. You will thrive in this role through your ability to work on multiple projects and transactions concurrently, and you will work directly with senior professionals in Debt Capital Markets, Equity Capital Markets, M&A, Sponsor Coverage and Corporate Banking supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancing, and equity raises.

Additionally, you will be responsible for supervising and developing analyst level bankers. As part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!

• Assists in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc.
• Provides financial analysis reports for investment transactions.
• Prepares marketing documentation such as pitch materials and board and management presentations.
• Drafts memorandums and road show presentations for client companies.
• Working with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams 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 senior bankers to provide indicative transaction structure and pricing guidance based on financial model and comparable transaction analysis.
• Preparing pitch materials for client meetings.
• Manage transaction screening and credit / underwriting approval processes and all required documentation, analysis, and meetings.
• Playing a key leadership role throughout the transaction execution process.
• Participating in accounting, business, and legal due diligence.
• Working with legal counsel and clients / financial sponsors to draft and negotiate legal documentation.
• Preparing detailed transaction marketing materials including confidential information memoranda, ratings agency presentations, and lender / roadshow. management presentations.

• 4+ years of direct experience in M&A, Corporate Finance, Leveraged Finance or Capital Markets.
• Proven experience in Financial Institutions Group is strongly preferred.
• Skills with the ability to express ideas in a persuasive, organized, and articulate manner
• Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams
• Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling…