Investment Banking Analyst II, Advisory, Consumer & Retail/Restaurant

Citizens M&A Advisory is looking for a qualified Investment Banking Analyst to join our Consumer & Retail/Restaurant team. The location for this position is Charlotte, NC. This team provides investment banking services to lower mid-market firms (under $500 million in enterprise value) in the Consumer & Retail/Restaurant sector. Service offerings include sell-side and buy-side advisory, capital raises and strategic advisory. Our entrepreneurial culture and focus on excellence have made us a leader in mid-market investment banking.

Primary responsibilities include

Our Analysts are assigned to a sector team but have opportunities to gain exposure to multiple industries within our core areas of focus. In addition to key execution responsibilities, our Analysts manage consistent deal flow. 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.

Qualifications

• 1+ years of managing and assisting with the preparation of financial models and business valuations.
• Leading / participating in meetings with current and prospective clients.
• Conducting industry and company due diligence.
• Creating and reviewing marketing materials and pitch/presentation materials.
• Assisting business development efforts.
• Must be Resourceful and diligent with professional communication and technical skills.
• Sense of ownership and ability / desire to act.
• Self-starter with strong work ethic and desire to be part of a team.
• Ability to work efficiently and to manage multiple projects simultaneously.
• Candidates should have 1-2 years of work experience in investment banking, transaction advisory, accounting, or similar role.

Hours & Work Schedule 

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

Pay Transparency 

‌The salary range for this position is $115,000 – $120,000 per year, plus an opportunity to earn additional incentive earnings.  Actual pay is based on various factors including, but not limited to, the budget, work location, and 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 https://jobs.citizensbank.com/benefits.

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About Us

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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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.