Investment Banking Analyst - Capital Markets & Advisory
About the job
- Candidates must currently be U.S. residents to be eligible for the program.
- Candidates must have permanent authorization to work in the United States.
- Candidates must have a minimum GPA of 3.2.
- Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, is required.
- Perform financial modeling, comparable company and transaction analyses, leveraged buyout analyses, and other valuation analyses.
- Draft key marketing and transaction-related documents, including information memoranda.
- Develop new business ideas, pitch strategies, and transaction structuring scenarios to help clients achieve strategic objectives.
- Develop and assemble pitches and presentations and contribute to delivering them.
- Work closely with junior and senior professionals to prepare, analyze, and execute investment banking-related transactions.
- Support active and prospective engagement teams across multiple industries and core investment banking groups.
- Current enrollment in an undergraduate or graduate program, with graduation between Winter 2026 and Spring 2027.
- Preferred cumulative GPA of 3.5.
- Relevant work experience, leadership experience, and coursework in Finance, Accounting, or Economics.
- Strong analytical skills.
- Ability to manage multiple projects simultaneously and operate efficiently, adaptably, and strategically in time-sensitive situations.
About the company
Citizens M&A Advisory helps middle-market firms, private equity sponsors, and private owners with buy-side and sell-side mergers and acquisitions, plus other strategic deals. It uses sector expertise in technology, healthcare, and digital infrastructure, supported by Citizens Bank’s resources and by strategic hires like DH Capital. The team guides clients through a structured process—from goal setting to identifying targets or buyers, negotiating terms, and closing with bank support. Its approach combines client relationships, sector intelligence, and coordinated advisory across deals to align with clients’ strategic and financial objectives.
Company Size
51-200
Company Stage
IPO
Headquarters
Providence, Rhode Island
Founded
1828
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Simplify's Take
What believers are saying
- Q2 2026 net income reached $587 million, up 35% year over year.
- Private Bank deposits rose to $17.8 billion, and loans surged $1.9 billion.
- Capital markets fees hit a record, while the mobile platform launched successfully.
What critics are saying
- Citizens sued SoFi on September 10, 2026 over mortgage poaching and trade secrets.
- Connecticut lost 70% of producers and 80% of mortgages; local franchise damage is immediate.
- If courts reject Citizens’ restrictive-covenant claims, competitors will keep raiding mortgage talent.
What makes Citizens Financial Group unique
- Bruce Van Saun’s Private Bank drives premium deposits and 25%+ ROE economics.
- Citizens pairs consumer funding with commercial lending and capital markets cross-sell.
- The new consumer mobile platform and Reimagine the Bank deepen digital distribution.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Flexible Work Hours
Tuition Reimbursement
Wellness Program
Paid Vacation
Paid Sick Leave
Company News
Stord is about to cross $1 billion in revenue. The buzzy logistics star is just getting started.
Citizens Bank has sued SoFi, alleging the digital lender poached 30 mortgage employees since 2024, affecting operations across nine states. The lawsuit centres on two employee groups, particularly nine Connecticut-based staff who resigned in June within minutes of each other. Citizens claims SoFi "strategically orchestrated" the departures, which represented $400 million in closed loans and $5 million in revenue the previous year. The bank alleges employees transferred confidential client data before leaving. The Connecticut departures eliminated 70% of the branch's mortgage producers and 80% of mortgages, essentially wiping out Citizens' market presence there. Three additional Connecticut employees have since joined SoFi. A SoFi spokesperson called the lawsuit "a baseless allegation and a clever attempt to prevent Citizens employees from pursuing career opportunities elsewhere.
NewPower Worldwide, an electronics distributor, has expanded its committed credit facility to $750 million. The increased capacity will enable the company to invest in inventory, support customer growth, and capitalise on global supply chain opportunities. Since its founding in 2014, NewPower has grown to 14 offices across the Americas, EMEA, and APAC, with $5 billion in annual sales and more than $1 billion in inventory worldwide. The facility expansion strengthens the company's ability to purchase strategically and support large-scale customer requirements. Chief executive officer Carleton Dufoe said the expanded facility provides additional capacity to secure inventory and respond faster to market opportunities. Citizens led the increased credit facility to support NewPower's growth objectives. The New Hampshire-based company distributes electronic components and finished goods to OEMs, EMS providers, and supply chain partners worldwide.
Citizens Financial Group reported second quarter 2026 net income of $587 million, up 35% year-over-year, with earnings per share of $1.30, up 41% year-over-year and 15% quarter-over-quarter. The Providence, Rhode Island-based bank, which has $233.8 billion in assets, attributed the results to strong revenue growth and favourable credit performance. Chairman and CEO Bruce Van Saun highlighted progress on strategic initiatives, including growth in the Private Bank, record wealth fees, and record second quarter fees in capital markets. The company also announced successful launch of a new consumer mobile platform and progress on its "Reimagine the Bank" initiative. Citizens' board declared a quarterly dividend of $0.46 per share, payable on 13 August 2026 to shareholders of record on 30 July 2026.
The First Amendment is an important contractually binding document that modifies certain provisions of the original Credit Agreement between CareCloud, Inc., its subsidiaries, and Citizens Bank, N.A. The amendment was executed to address new requirements related to acquisitions and reporting obligations under the credit facility.