Job Vacancy Investment Banking – Associate – Advisory Citizens Bank

Job title: Investment Banking – Associate – Advisory

Company: Citizens Bank

Job description: Citizens M&A Advisory is looking for a qualified Investment Banking Associate to join our Cleveland, OH office We provide investment banking services to lower mid-market firms (under $500 million in enterprise value) in the business services, healthcare, and technology sectors. 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.

Our Associates 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 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


  • 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
  • Embody firm values (Humble, Hungry, Smart, Team)
  • Education
  • Bachelor’s degree required in related field (Accounting, Finance, Economics)

M – F 8am to 5pm (40hours a week)


Expected salary:

Location: Cleveland, OH

Job date: Sat, 02 Jul 2022 07:22:04 GMT

Apply for the job now!

Leave a Reply

Your email address will not be published. Required fields are marked *