Investment Banking Associate - M&A, Financial Institutions Group

Citizens is seeking an experienced Investment Banking Associate for their Financial Institutions Group in Charlotte, NC. The role involves leading M&A transactions, managing client communications, conducting industry research, and mentoring junior team members. Candidates should have 4+ years of investment banking experience, strong technical skills, and a Bachelor's degree. The position offers competitive pay, benefits, and opportunities for career advancement within a growing organization.
Citizens Capital Markets & Advisory ("CCMA") is currently seeking an experienced Associate or a VP, Corporate Finance candidate to join our Financial Institutions Group (FIG) vertical. The ideal candidate possesses an established investment banking pedigree and skill set with a strong focus on executing sell-side M&A transactions. You would serve as a key resource in client discussions and presentations, alongside Citizens product partners, while participating in the origination and execution of M&A transactions, as well as equity and debt capital markets transactions. This is an attractive opportunity for an established associate seeking greater client exposure, transaction experience and career advancement opportunities within an entrepreneurial, fast growing organization with competitive pay and benefits.



Key Responsibilities

Lead and execute transactions across mergers and acquisitions, debt and equity financing, and other strategic advisory mandates.Develop actionable ideas and thematic pitch content, analyze industry trends, and deliver presentations to existing and prospective clients.Manage all stages of deal execution, including financial modeling, valuation, due diligence, and preparation of offering materials (CIMs, pitch books, investor presentations).Serve as a primary point of contact for clients, including C-suite executives and financial sponsors, ensuring seamless communication and execution.Negotiate key structural elements of transactions and coordinate with counterparties, investors, and rating agencies.Conduct industry and company research, prepare marketing materials, and support business development initiatives.Mentor and train junior team members, fostering a collaborative and high-performance culture.Collaborate with internal partners across product groups and commercial banking to drive cross-selling opportunities.

Qualifications

4+ years of experience in investment banking, corporate finance, or transaction advisory, with proven M&A execution experience.Strong technical skills, including financial modeling, valuation, and accounting knowledge.Demonstrated ability to manage multiple projects in a fast-paced environment.Excellent communication skills-professional, concise, and client-ready.High degree of integrity, maturity, and resourcefulness; strong work ethic and team orientation.Bachelor's degree required; Master's degree preferred.Series 79 & 63 licenses (or ability to obtain).

Pay Transparency

The salary range for this position is $175,000 - $250,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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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.

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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.