Citizens Logo

Citizens

Associate II - Advisory (Digital Infrastructure)

Reposted 11 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in United States
175K-225K Annually
Mid level
In-Office or Remote
Hiring Remotely in United States
175K-225K Annually
Mid level
Associates will manage financial models, assist in business development, lead client meetings, conduct due diligence, and prepare transaction documents for M&A and capital raising transactions in digital infrastructure.
The summary above was generated by AI

Citizens is seeking Investment Banking Associates for the Digital Infrastructure Advisory team in our NYC office. Associates will work closely with the team’s 26 junior and senior professionals (currently comprised of 8 MDs, 3 Directors, 3 VPs, 4 Associates and 8 Analysts) preparing, analyzing, and executing M&A, equity and debt capital raising transactions globally, with clients who participate in one of the fastest growing segments of the technology landscape (data centers and adjacent services, fiber and broadband). Citizens has been one of the pre-eminent advisors to the Digital Infrastructure marketplace over the past few years and is well positioned to continue such leadership in the sector, allowing for long term professional growth to all of our bankers.

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

  • 3+ years of work experience in investment banking, transaction advisory, or similar role. 
  • Experience in Technology Infrastructure or Real Estate (Datacenter) is highly 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 $175,000 - $225,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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.

About Us

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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.


Citizens Charlotte, North Carolina, USA Office

4250 Congress St, Charlotte, NC, United States, 28209

Similar Jobs

28 Minutes Ago
Remote or Hybrid
Illinois, USA
109K-184K Annually
Senior level
109K-184K Annually
Senior level
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Sell SailPoint identity security solutions to healthcare customers, manage full sales cycle, lead virtual partner and technical teams, build territory and account plans, exceed quota, maintain Salesforce/forecast hygiene, and travel for customer engagement.
Top Skills: ClariHighspotMicrosoftOktaSailpointSalesforceSaviynt
29 Minutes Ago
Remote or Hybrid
Michigan, USA
109K-184K Annually
Junior
109K-184K Annually
Junior
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Responsible for selling SailPoint's Identity Security Solutions to healthcare payers and providers, managing sales cycles, and developing territory plans.
Top Skills: Salesforce
An Hour Ago
In-Office or Remote
195K-258K Annually
Expert/Leader
195K-258K Annually
Expert/Leader
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Lead payments-focused data science work: build foundational datasets, metrics, and scalable analytics; analyze customer and transaction behavior (including onchain data); conduct strategic analyses to identify product and revenue opportunities; build reporting, dashboards, and automation; and influence product and business strategy through data storytelling to senior stakeholders.
Top Skills: BlockchainBusiness Intelligence ToolsOnchain Transaction DataPublic Ledger DatasetsPythonRSQL

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account