Investment Banking Associate/VP, M&A, Consumer & Retail (Multi-Unit Franchise)

Citizens • Charlotte, NC • 18h ago

Description

Citizens M&A Consumer & Retail team is seeking an Investment Banking Associate or VP for our LA office. The associate will work closely with the team's junior and senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market.

Our Associates are exposed to multiple industries within our core areas of focus. In addition to key execution responsibilities, 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

Supporting junior and senior team members in developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm's corporate and sponsor clients achieve their financial and strategic objectives

Leading / participating in meetings with current and prospective clients

Conducting industry and company due diligence

Preparing and reviewing information memoranda and other transaction documents: draft key marketing and key transaction related documents

Preparing and reviewing pitch/business origination materials and other presentations: develop and review pitches and other presentations and be an integral part of the team in delivering these presentations

Assisting business development efforts

Qualifications, Education, Certifications and/or Other Professional Credentials

4+ years of work experience in investment banking, transaction advisory, or similar role.

Experience in Consumer & Retail sector is preferred.

Intelligent and resourceful

Professional / concise oral and written communication

Strong technical skills (knowledge of accounting, modeling, Excel, etc.)

Excellent attention to detail

Self-starter / intellectual curiosity

Strong work ethic / team player / high degree of humility, maturity, and integrity

Ability to work efficiently and to manage multiple projects simultaneously in a fast-paced environment

Please note that U.S. Immigration sponsorship or work visa is not available for this position and candidates must have permanent authorization to work in the U.S.

Hours & Work Schedule

Hours per Week: 40 +

Work Schedule: Monday to Friday

Pay Transparency

?The salary range for this position is $200,000 - $250,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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.

08/31/2026

Go to Apply

Retail Stocking Associate

Harbor Freight Tools • Rock Hill, SC • 1d ago

Retail & Hospitality

181636BRPosting Title:Retail Stocking AssociateJob Description: A Retail Stocking Associate (part-time) is a valued member of a high performing team who is empowered & equipped to do their job. You will know why your...

1d ago

Go to Apply

Assistant Restaurant Leader

Raising Cane's • Gastonia, NC • 2d ago

Retail & Hospitality

Company Description Starting from $58,000 annually plus monthly training incentive of $750 Pay is based on location, experience, and qualifications etc. *Monthly incentives after training vary and are based on restaurant...

2d ago

Go to Apply

Growth Assistant Restaurant Leader - New Restaurant Openings

Raising Cane's • Rock Hill, SC • 2d ago

Retail & Hospitality

Company Description Starting from $55,000 annually plus monthly training incentive of $750 Pay is based on location, experience, and qualifications etc. *Monthly incentives after training vary and are based on restaurant...

2d ago

Go to Apply

(USA) Store Manager - Supercenter

Walmart • Monroe, NC • 2d ago

Retail & Hospitality

Position Summary... What you'll do... Develops communicates and leverages a strategic vision aligned with company market and local plans and tactics to direct the management teamand management and hourly associates in fa...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)