Investment Banking Analyst - Advisory, Business Services

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<p><strong>Description</strong></p>

Citizens Commercial Services Advisory team is seeking an Investment Banking Analyst for our Atlanta office. The analyst will work closely with the team preparing, analyzing, and executing Merger & Acquisitions (M&A) related transactions, primarily within the U.S. middle market. All Analysts 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
  • Work with team members 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

  • 2+ 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.

 

Work Hours: 40+; 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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

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4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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