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Investment Banking Associate, M&A, Commercial & Industrial Services

Commercial Banking

Atlanta, Georgia

Description

Citizens M&A Commercial & Industrial Services team is seeking an Investment Banking Associate for our Atlanta office. Associates will work closely with the team’s junior and senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market.

Our Associates are exposed to multiple industries within our core areas of focus. In addition to key execution responsibilities, Associates manage consistent deal flow and are a main point of contact for our clients. All Associates have significant exposure to senior bankers and are involved in all stages of a transaction; they are an integral part of delivery to our clients and prospects.  

Primary responsibilities include:

  • Managing and assisting with the preparation of financial models and business valuations
  • Supporting junior and senior team members in developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm’s corporate and sponsor clients achieve their financial and strategic objectives
  • Leading / participating in meetings with current and prospective clients
  • Conducting industry and company due diligence
  • Preparing and reviewing information memoranda and other transaction documents: draft key marketing and key transaction related documents
  • Preparing and reviewing pitch/business origination materials and other presentations: develop and review pitches and other presentations and be an integral part of the team in delivering these presentations
  • Assisting business development efforts

Qualifications, Education, Certifications and/or Other Professional Credentials

  • 3+ years of work experience in investment banking, transaction advisory, or similar role. 
  • Experience in Business Services sector is preferred.
  • Intelligent and resourceful
  • Professional / concise oral and written communication
  • Strong technical skills (knowledge of accounting, modeling, Excel, etc.)
  • Excellent attention to detail
  • Self-starter / intellectual curiosity
  • Strong work ethic / team player / high degree of humility, maturity, and integrity
  • Ability to work efficiently and to manage multiple projects simultaneously in a fast-paced environment
  • Please note that U.S. Immigration sponsorship or work visa is not available for this position and candidates must have permanent authorization to work in the U.S.

Hours & Work Schedule

  • Hours per Week: 40 +
  • Work Schedule: Monday to Friday 

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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Awards We've Received

2024

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

2024

Disability Equality Index Best Places to Work for People with Disabilities

2024

Fair360 Top Regional Company

2024

FORTUNE’s World’s Most Admired Companies

2024

Human Rights Campaign Corporate Equality Index 100 Award

2024

Military Friendly® Employer

2023

Age-Friendly Institute's Certified Age-Friendly Employer

2023

Bloomberg Gender Equality Index, Standout

2023

Forbes America's Best Large Employers

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