Vice President - Corporate Finance, Investment Banking
About the job
- Minimum of 5+ years of relevant experience in investment banking and/or capital markets.
- Proven capital markets and mergers and acquisitions experience with strong capital structure acumen and credit knowledge.
- A four-year degree from an accredited university.
- Series 79 and 63 licenses.
- Effective verbal and written communication skills with the ability to interact with clients and internal decision makers.
- Very strong quantitative and analytical skills.
- Ability to manage projects independently and assume a high level of responsibility.
- Play a leadership role in transactions including mergers and acquisitions, syndicated loans, high-yield offerings, initial public offerings, and other capital markets activities within the Industrials sector.
- Develop relevant and actionable strategic and financing ideas, create thematic pitch content, and analyze relevant industry trends for presentations to existing and prospective clients.
- Help establish and cultivate long-term relationships with C-suite decision makers at middle-market and mid-corporate companies and financial sponsors.
- Prepare and present offering materials, confidential information memoranda, and limited partnership materials to potential investors and rating agencies; negotiate critical structural elements and act as a quarterback in all phases of transaction execution with clients and counterparties.
- Attend industry conventions and conferences to bolster industry knowledge, establish new relationships, and support existing client relationships.
- Oversee financial modeling and due diligence activities that support analytical decision making.
- Liaise with risk management teams to ensure that appropriate credit and market risks are identified and addressed.
- Mentor and train analysts and associates.
- Collaborate on cross-selling efforts with Citizens Commercial Bankers.
- Preference for industry knowledge and transaction experience within the broader Industrials sector.
- Master's degree preferred, but not required.
About the company
Citizens Financial Group runs consumer and commercial banking businesses for households, small firms and larger companies, alongside wealth management. Through Citizens Bank, it accepts deposits, processes payments and lends for homes, education and business needs through branches and digital channels. Its commercial teams manage corporate cash flows, arrange financing and advise on mergers and acquisitions, while its private bank serves wealthy families and business owners. The group earns interest on loans and securities, pays interest on deposits and charges fees for financial services and advice. Its banking roots date to 1828, and it is headquartered in Providence, Rhode Island.
Company Size
10,001+
Company Stage
IPO
Headquarters
Providence, Rhode Island
Founded
1828
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Simplify's Take
What believers are saying
- Profits support stability: July 2026 reporting showed Citizens earned $587 million in the second quarter, up 35% yearly.
- Wealth services broaden: Citizens added an insurance advisory team for business owners and families in May 2026.
- Employees build retirement savings: Citizens adds 1.75% of eligible earnings annually plus matching contributions after one year.
What critics are saying
- Borrower defaults still cost money: July 2026 reporting showed Citizens wrote off $135 million net in the second quarter.
- Rate changes affect earnings: Citizens' floating-rate loans reprice faster than its core deposits, according to its 2025 filing.
- Part-time health coverage has limits: Citizens requires scheduled work above 20 hours weekly for plan eligibility.
What makes Citizens Financial Group unique
- Citizens gathers deposits beyond branches: its Citizens Access division runs entirely online.
- Citizens finances Apple purchases directly: Citizens Pay is the lender named in Apple's credit agreement.
- Citizens targets private equity buyers: its 2025 review reports fourth place in sponsor-backed middle-market M&A deal volume.
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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
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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.