2027 Investment Banking Summer Analyst (Richmond, VA)

Description

Citizens Capital Markets & Advisory

2027 Investment Banking Summer Analyst Program

Duration: 10 weeks

Start Date: June 2027

Internship Program Overview

Citizens Bank is seeking Summer Analysts to join the Capital Markets & Advisory (CM&A) team. Through a 10-week internship program, Summer Analysts will work closely with the team’s junior and senior professionals to prepare, analyze, and execute investment banking transactions, primarily within the U.S. middle market. This program is the primary method of sourcing full-time Investment Banking Analyst candidates. Over the course of the summer internship program, Summer Analysts will be assigned to active and prospective engagement teams, gaining exposure to the day-to-day responsibilities of an investment banker and growing professionally in a fast-paced environment.

Opportunity Overview

M&A – Baltimore, MD.

Our M&A team in Baltimore originates and executes M&A, valuation and strategic advisory engagements with a focus on the Downstream Energy & Convenience Retail industries. Our investment banking team is the leading M&A advisory group in the U.S. to companies in the fuels, convenience retail and propane industries. Summer Analysts play an integral role supporting our high-performing team of eleven senior bankers and twelve junior professionals. Interns contribute directly to live and prospective transactions by preparing marketing materials, conducting industry research, and performing detailed financial analyses. The internship program offers hands-on experience, close collaboration with full-time Analysts and Associates, and personalized development through a dedicated mentorship program. 

M&A – Richmond, VA.

Our M&A team in Richmond originates and executes M&A, valuation and strategic advisory engagements with a focus on the Downstream Energy & Convenience Retail (DER) and Outdoor Recreation & Marine industries. Our DER investment banking team is the leading M&A advisory group in the U.S. to companies in the fuels, convenience retail and propane industries.  Summer Analysts play an integral role supporting our high-performing team of thirteen senior bankers and fourteen junior professionals. Interns contribute directly to live and prospective transactions by preparing marketing materials, conducting industry research, and performing detailed financial analyses. The internship program offers hands-on experience, close collaboration with full-time Analysts and Associates, and personalized development through a dedicated mentorship program. 

Responsibilities

Shared responsibilities across all CM&A functions include: 

• Financial Analysis: Financial modeling, comparable company and transaction analyses, leveraged buyout, and other valuation analyses.
• Preparing Information Memoranda and Transaction Documents: Draft key marketing and transaction-related documents.
• Supporting Team Members: Develop new business ideas, pitch strategies, or transaction structuring scenarios to help clients achieve their strategic objectives.
• Preparing Pitch/Business Origination Materials and Presentations: Develop and assemble pitches and presentations and be an integral part of delivering these presentations.

Preferred Qualifications

• Successfully complete a video interview assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration.

• Current students enrolled in an undergraduate or graduate program, graduating between Winter 2027 – Spring 2028.

• Minimum GPA of 3.2; Preferred cumulative GPA of 3.5

  • Please include your cumulative GPA on your resume. 

• Relevant work experience, leadership experience and coursework in Finance, Accounting or Economics is preferred but all majors considered. 

• Strong analytical skills and software skills: Proficiency in MS Office (Word, Excel, PowerPoint) required.

• Please note that permanent work authorization in the United States is required. This position is not eligible for CPT, OPT, or visa sponsorship now or in the future.

Preferred Skills and Attributes

• Intelligent, resourceful, professional, clear communicator, excellent attention to detail, self-starter, intellectual curiosity, strong work ethic, team player, high degree of humility, maturity, and integrity, ability to manage multiple projects simultaneously, efficient, adaptable, and strategic in time-sensitive situations, leadership.

Additional Resources

Click here for more information about our programs and application process: https://jobs.citizensbank.com/en/Capital-Markets-and-Advisory

Pay Transparency

This position offers $41/hr as a hourly rate.

Since this a temporary position, you are not eligible to participate in the Citizens colleague benefits program. Accordingly, you will not be eligible to participate in the Citizens health and welfare plans, savings and investment plans, or discretionary award plans or any other Citizens benefit plans or programs, except as otherwise required by law.

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

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.