Investment Banking Analyst - Advisory

Citizens is seeking an experienced Investment Banking Analyst to join the Mergers & Acquisitions (“M&A”) division of our Capital Markets & Advisory team (“CM&A”). This role is based in our Richmond office and supports Managing Directors, Directors, Vice Presidents, and Associates in developing and pitching strategic and financial solutions to corporate clients and financial sponsors.

Analysts work directly with senior deal professionals to execute all facets of prospective and active client engagements, gaining broad exposure across transactions from pitch through closing.

Primary Responsibilities

Participate in all phases of the transaction lifecycle, from pitch and origination through execution and closing

Prepare pitch materials and update presentation decks for prospective and existing client meetings

Prepare detailed transaction marketing materials, including confidential information memoranda (CIMs) and management presentations

Perform extensive financial modeling and valuation analysis, including analysis of deal structures and transaction alternatives

Manage due diligence workstreams, including populating, organizing, and administering virtual data rooms

Directly liaise with clients’ C‑suite and senior management teams to prepare marketing materials and respond to diligence and information requests

Conduct comprehensive company and industry research, and develop analytical materials and perspectives for internal and client use

Analyze financial model outputs and client information to formulate conclusions and recommendations for discussion with deal teams and clients

Research financial and strategic buyers and support outreach and engagement with potential counterparties

Participate in client meetings and, as appropriate, meetings with prospective buyers and investors

Qualifications, Education, and Experience

1–2 years of direct experience in Investment Banking, M&A, or Capital Markets, with proven client interaction; or 2–4 years of relevant experience in public accounting (e.g., Big 4)

Bachelor’s degree required; exceptional academic performance with relevant coursework in finance and accounting preferred

Attendance in a formal investment banking or corporate banking training program preferred, but not required

Demonstrated aptitude for quantitative and qualitative analysis, with a strong understanding of financial statements, financial modeling, valuation, and company or industry analysis

Excellent written and verbal communication skills, with the ability to express ideas in a clear, persuasive, and organized manner

Ability to manage multiple workstreams simultaneously in a fast‑paced, transaction‑oriented environment

Self‑starting, team‑oriented professional who can work independently and collaboratively in a flat organization

High degree of maturity, professionalism, and integrity, with strong attention to detail and a positive, hardworking attitude

Proficiency in Microsoft Excel, PowerPoint, and Word

Experience with financial data and research platforms such as S&P Capital IQ, Bloomberg, PitchBook, or similar tools

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Hours & Work Schedule

Hours per Week: 40+

Work Schedule: Mon - Fri

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.