Job Description

Description

Citizens M&A Advisory is looking for an experienced Investment Banking Associate to join our Cleveland, OH office M&A Advisory provides investment banking services to lower mid-market firms (under $500 million in enterprise value) across a number of industry sectors. Service offerings include sell-side and buy-side advisory, capital raises and strategic advisory. Our entrepreneurial culture and focus on excellence has made us a leader in mid-market investment banking.

Our Associates are exposed to multiple industries within our core areas of focus. In addition to key execution responsibilities, our Associates manage consistent deal flow and are a main point of contact for our clients. All Associates 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
* Leading / participating in meetings with current and prospective clients
* Conducting industry and company due diligence
* Creating and reviewing marketing materials
* Creating and reviewing pitch/presentation materials
* Assisting business development efforts

Qualifications

* Candidates should have 4+ years of work experience in investment banking, transaction advisory, or similar role.
* Ability to work efficiently and to manage multiple projects simultaneously, and a willingness to work long hours
* Resourceful and diligent
* Professional communication
* Strong technical skills
* Sense of ownership and ability / desire to take action
* Self-starter with strong work ethic and desire to be part of a team
* Ability to work efficiently and to manage multiple projects simultaneously, and a willingness to work long hours

Education

* Bachelors Degree required in related fields of Accounting, Finance or Economics. A Masters Degree/MBA is preferred.
* Series 79 and 63 licenses are 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.