Commercial Banking Associate Corporate Banking
Listed on 2026-04-23
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Finance & Banking
Financial Analyst, Corporate Finance, Financial Advisor / Consultant, Risk Manager/Analyst
Join to apply for the Commercial Banking Associate I Corporate Banking role at First Citizens Bank.
Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office.
Responsible for supporting the underwriting and execution of debt transactions and portfolio management for late-stage companies or sponsor finance portfolio management companies. Assists the credit solutions or sponsor finance team in various aspects of the credit lifecycle, including financial analysis, documentation preparation, and portfolio monitoring. Also assists with various aspects of the deal process, working closely with senior team members to provide creative late-stage and leveraged capital solutions to clients, prospects, and portfolio management companies.
Responsibilities
- Financial Modeling - generates projection models based on financial sponsor or internal assumptions with substantial analysis of historical financials.
- Due Diligence - review target company and sponsor provided materials including historical financials, management presentations, CIMs, etc.; review 3rd party materials including Quality of Earnings & Recurring Revenue Reports; generate diligence request lists to cover questions arising from review of materials while identifying gaps in provided information.
- Prepare loan packages for approvals including utilization of SVB’s systems.
- Utilizes analysis and independent judgment to generate recommendations to VP/Directors.
- Assist with driving internal deal approval process alongside VP/Director.
- Ensure timely and accurate reporting from portfolio companies.
- Manage/create credit files for internal compliance, Fed reviews, and internal reporting.
- Prepare documents and presentations for quarterly portfolio reviews and ad hoc internal reviews.
- Research and analyze information as directed including updating and maintaining portfolio analytics and credit statistics.
- Participate on calls with Sponsor and management teams at portfolio companies.
Qualifications
Bachelor's Degree and 1 year of experience in credit analysis and accounting OR High School Diploma or GED and 2 years of experience.
Preferred Qualifications
- Highly proficient at researching information and identifying trends and anomalies.
- Extremely adept at understanding and interpreting requests.
- Strong understanding of financial accounting with financial modeling experience.
- Highly organized with strong attention to detail.
- Highly skilled at developing strong, positive relationships with external clients and internal partners.
- Excellent communication skills capable of explaining information in a clear and concise manner while adapting delivery depending on the audience and influencing decisions in the best interest of the client.
- Professional, thorough, and organized with strong follow-up skills.
- Excels in a team environment and very proactive in responding to clients.
- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
- Responds positively and quickly to constructive feedback.
The base pay for this position is generally $90,000-$110,000 annually, relative to experience. Actual starting pay will be determined based on skills, experience, location, and other non-discriminatory factors. Total compensation may include variable incentives, bonuses, benefits, and other awards as outlined in the employment offer.
Benefits are an integral part of total rewards. More information can be found at
Seniority level- Not Applicable
- Full-time
- Finance and Sales
- Banking and Financial Services
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