Investment Banking Analyst - Advisory

Description
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
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Mon - Fri
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 11/14/2026