Job Description
Citizens is seeking a junior Corporate Finance Associate to support senior
professionals focused within the Transportation & Logistics, Industrial
Distribution, and Waste sectors. The Associate position encompasses client
advisory services including the origination and execution of M&A, leveraged
finance and ECM transactions. This position offers an excellent opportunity to
join a rapidly growing investment banking platform with market leading positions
in middle market corporate and sponsor backed transactions complemented by
strong public equity research. As an Associate, responsibilities will include
client development support, formulation of pitches encompassing strategic and
capital markets advice, and involvement in execution of transactions from
origination through closing. You will thrive in this role through your ability
to work on multiple projects and transactions concurrently, and you will work
directly with senior professionals supporting acquisitions, leveraged buyouts,
dividend recapitalizations, restructurings, refinancings, and equity raises.
Additionally, you will be responsible for supervising and developing analyst
level bankers.
Primary responsibilities include
* Assists in the evaluation and execution of assigned investment transactions,
including M&A, securities issuance, capital restructuring, etc.
- Provides financial analysis reports for investment transactions.
- Prepares marketing documentation such as pitch materials and board and
management presentations.
- Drafts memorandums and road show presentations for client companies.
- Working with Managing Directors, Vice Presidents, Associates within the Debt
Capital Markets, Equity Capital Markets and M&A product groups, Sponsor
Coverage and Corporate Banking relationship teams to develop new business
ideas, pitch strategies or transaction financing scenarios to help corporate
clients and financial sponsors achieve their financial and strategic
objectives.
* Performing extensive financial statement modeling for a variety of
transaction scenarios.
- Conducting comprehensive company and industry research.
- Analyzing financial model output and client information to prioritize data
and present conclusions for discussion purposes.
* Coordinating with senior bankers to provide indicative transaction structure
and pricing guidance based on financial model and comparable transaction
analysis.
- Preparing pitch materials for client meetings.
- Manage transaction screening and credit / underwriting approval processes and
all required documentation, analysis, and meetings.
- Playing a key leadership role throughout the transaction execution process.
- Participating in accounting, business, and legal due diligence.
- Working with legal counsel and clients / financial sponsors to draft and
negotiate legal documentation.
* Preparing detailed transaction marketing materials including confidential
information memoranda, ratings agency presentations, and lender / roadshow.
management presentations.
Qualifications, Education, Certifications and/or Other Professional Credentials
* 3+ years of direct experience with proven client interaction and Investment
Banking, M&A, Corporate Finance, Leveraged Finance or Capital Markets
experience
* Undergraduate degree with a strong academic record from a leading university.
All concentrations considered given level of industry experience
- MBA a strong plus, but not required given level of experience
- Attendance in a formal investment or corporate banking training program
preferred, but not required
- Excellent command of Microsoft Word, Excel and PowerPoint
- Experience with related financial services software including S&P CapitalIQ,
S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson
Loan Pricing Connector, FactSet, etc.
* FINRA Series 79 (or 7) and Series 63 and /or willingness to obtain licenses
in a short timeframe
Hours & Work Schedule
- Hours per Week: 40+
- Work Schedule: Monday to Friday
Pay Transparency
The salary range for this position is $170,000 - $175,000 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, 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
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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.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
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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.
Job Tags
Full time, Local area, Monday to Friday, Flexible hours