Job Description

Description

Trinity Capital, a division of Citizens Capital Markets provides financial advice to middle-market businesses on mergers and acquisitions, leveraged and management buyouts, private placements of debt and equity, debt restructuring and strategic advisory assignments. We combine Wall Street experience and investor relationships with boutique client service, and have deep sector expertise in restaurants, consumer/retail, food and beverage, and other industries. As a part of Citizens Financial Group, Trinity Capital leverages the strength of one of the oldest and largest financial institutions in the U.S. to accelerate the delivery of valuable ideas and provide execution capabilities beyond a traditional M&A advisory firm. Visit tcib.com for more information.

Analysts are considered critical members of each deal team and will have the opportunity to work closely with senior professionals on a variety of transaction types. Candidates should have an exceptional undergraduate record and 1 to 3 years of work experience. Special consideration is given to candidates with Big 4 accounting and/or prior investment banking experience, and local candidates are preferred. This is a pre-MBA position. Compensation is highly competitive. This role can be located in LA or Charlotte.

Responsibilities

* Gather and interpret pertinent financial, strategic and operating data
* Build comprehensive financial and operating models in Excel
* Build all materials needed for meetings, pitches, presentations, conference calls, etc.
* Basic deal processing (mechanical deal functions as well as firm memos and procedures)
* Conduct industry research
* Support team members whenever necessary to meet client goals
* Edit all work for accuracy and precision

Qualifications

* Fundamental grasp of accounting and corporate finance theory; competent with financial ratio analysis and forecasting; familiarity with valuation and pro forma analysis; able to draw conclusions from quantitative analysis.
* Able to research topics thoroughly using both standard and creative resources; able to synthesize information and present clear, concise conclusions.
* Highly proficient with Excel, Word and PowerPoint, able to build spreadsheets and financial models, pro forma analysis, etc.
* Able to write and present in a clear, concise and persuasive manner; exhibits creatively to present and support conclusions.
* Focused on high level of accuracy and attention to detail in both quantitative and qualitative work and presentations; allows for time to check work at every stage of a process.
* Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a valuable resource to other groups throughout the firm.
* Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.
* Dedicated to accomplishing goals; strives for excellence; maintains a positive demeanor through complicated situations.
* Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firms resources efficiently. Thinks ahead to identify any obstacles and to enhance likelihood of success.

Education

* Bachelors Degree with a strong GPA required

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.

Equal Employment Opportunity

It is the policy of Citizens to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependents reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.