Analyst Subscription Finance & Services

Citizens • Charlotte, NC • 2h ago

Description

Citizens Bank is seeking an Analyst to join its Subscription Finance & Services ("SFS") team. The SFS team manages a portfolio of private equity fund clients of varying sizes, strategy, and complexity. SFS serves as the primary banking partner to CFOs, COOs, treasurers, and investment professionals across leading private equity firms. The team delivers fund-level financing solutions, strategic advisory, and holistic banking services.

The position will support with originating, structuring, underwriting, and executing subscription credit facilities for sponsors with AUM > $1 billion, while also ensuring relationship coverage across the fund family.

Roles and responsibilities include:

Help analyze client needs to support the broader relationship strategy

Prepare pitch materials, client presentations, and internal reporting materials

Perform borrowing base analysis, LP concentration and quality review, collateral diligence, and structural risk assessment

Participate in accounting, business, and legal due diligence for credit approval processes and ongoing portfolio monitoring

Review and summarize key provisions in fund documentation, including LPAs, subscription agreements, side letters, and investor letters (training provided)

Monitor facility performance, borrowing base compliance, LP credit quality, and concentration risks throughout the life of the loan

Support the execution of amendments, waivers, covenant modifications, and facility upsizes as funds evolve

Summarize meeting notes, prepare follow-up deliverables, and track client engagements

Collaborate with internal partners (Credit, Risk, Treasury, Capital Markets, Operations), and external legal counsel

Position Requirements:

Bachelor's degree required

1-3 years of experience in finance, banking, accounting, private equity, private capital, consulting, or related analytical roles

Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, and challenging work environment

Ability to follow-up independently and consistently and play the critical role as the project manager on assignments

Internship experience in investment banking, fund finance, leveraged finance, or corporate banking strongly preferred but not required

Hours and Work Schedule

Hours per Week: 40+

Work Schedule: Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

04/30/2026

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