Citizens M&A Advisory is seeking an Investment Banking Analyst III / Associate I to support the Software Team in pitching and executing M&A transactions, primarily within the U.S. middle market, covering multiple sectors within application software.
Requirements
- Strong PowerPoint skills (experienced at developing polished, visually compelling materials that clearly communicate company positioning, industry insights and financial performance)
- Strong technical skills (knowledge of accounting, modeling, Excel)
Responsibilities
- Assist senior bankers in managing all phases of the M&A process — including pitch materials, kickoff presentations, buyer research and outreach, marketing materials, due diligence, data room management and closing coordination.
- Track deal milestones, organize client deliverables and maintain communication with internal and external stakeholders to ensure timely progress across multiple active engagements.
- Create high-quality PowerPoint materials including pitch decks, Confidential Information Presentations and management presentations.
- Conduct industry and company research to identify key trends, competitive positioning and potential acquirers with strategic rationale.
- Analyze financial statements, prepare valuation analyses and build detailed driver-based forecast models to support marketing and client materials.
- Assist clients in preparing due diligence materials, ensuring accuracy, completeness and consistency across all deliverables.
- Maintain accurate, up-to-date information in Salesforce and other internal databases to support marketing initiatives and deal execution.
Other
- 2+ years of work experience in investment banking, transaction advisory or a related role.
- Excellent attention to detail and organizational skills
- Ability to manage multiple projects and deadlines in a fast-paced environment
- Intelligent, resourceful, self-starter with a strong work ethic and collaborative mindset
- Any offer of employment is conditioned upon the candidate successfully passing a background check
