Investment Banking Associate Corporate Finance - Consumer & Retail

Description

Citizens is seeking an experienced Investment Banking Associate to join our Consumer and Retail group to support the team’s senior professionals in industry-focused client advisory as well as originating and executing capital markets and M&A transactions.

The Associate’s 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. The candidate should have the ability to work on multiple projects and transactions concurrently and 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.

The Associate will also be responsible for supervising and developing analyst level bankers.

This position offers an excellent opportunity 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.

• 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

• 3+ years of direct experience in M&A, Corporate Finance, Leveraged Finance or Capital Markets.
• Excellent oral and written communication 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
• Ability to follow-up independently and consistently and play the critical role as the project manager on most assignments
• Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, 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
• Ability to immediately contribute to the group based on experience and help transfer best practices and knowledge
• Full command of Microsoft Excel, PowerPoint, and Word
• Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, Fact Set, etc

• Undergraduate degree with a strong academic record from a leading university.
• MBA a strong plus, but not required given level of experience
• Attendance in a formal investment or corporate banking training program preferred, but not required
• FINRA…