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Citizens

Vice President, Corporate Finance (Investment Banking)

Posted One Month Ago
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In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Leads investment banking transactions across the Industrials sector, including M&A, syndicated loans, high-yield offerings, IPOs, and other capital markets activities. Develops strategic and financing ideas, prepares client and investor materials, manages financial modeling and due diligence, supports risk assessment, cultivates C-suite relationships, presents to clients, and mentors junior professionals.
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 At Citizens, we are partners from a diverse set of backgrounds who truly listen — to understand where our clients are trying to go and bring the tools, data and strategic insights to help them get there. Citizens Capital Markets & Advisory (“CCMA”) is currently seeking a Vice President, Corporate Finance candidate focused on the Industrials verticals, primarily focused on Aerospace, Defense & Government Services, and Engineering, Construction & Industrial Services. The ideal candidate possesses an established investment banking pedigree and skill set including capital structure advisory (debt & equity financing), strategic advisory (sell-side, buy-side, structured transactions) and other corporate finance and industry-specific financial analysis. You would serve as a key resource in client discussions and presentations, alongside Citizens product partners, while participating in the origination and execution of debt, equity and M&A transactions. This is an attractive opportunity for a junior VP seeking greater client exposure, transaction experience and career advancement opportunities within an entrepreneurial, fast growing organization with competitive pay and benefits.

Primary responsibilities include:

  • Play a leadership role in transactions including mergers and acquisitions, syndicated loans, high yield, initial public offerings, and other capital markets activities within the Industrials sector
  • Develop relevant and actionable strategic and financing ideas, create thematic pitch content and analyze relevant industry trends in the delivery of presentations to existing and prospective clients 
  • Help establish and cultivate long-term relationships with key decision makers at the C-suite level within middle market and mid-corporate companies and financial sponsors
  • Prepare and present offering materials / CIMs / LPs to potential investors and rating agencies, negotiate critical structural elements and act as a quarterback in all phases of transaction execution with both clients and counterparties 
  • Attend industry conventions and conferences to bolster industry knowledge, establish new relationships and support existing client relationships 
  • Oversee financial modeling and due diligence activities that support analytical decision making 
  • Liaise with risk management teams to ensure that appropriate credit and market risks are identified and addressed 
  • Mentor and train analysts and associates
  • Collaborate on cross-selling efforts with Citizens Commercial Bankers 

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Minimum of 5+ years of relevant experience in investment banking and / or capital markets 
  • Preference for industry knowledge and transaction experience within the broader Industrials sector 
  • Proven capital markets and M&A experience with strong capital structure acumen and credit knowledge
  • 4 year degree from an accredited university; Master's degree preferred, but not required
  • Series 79 & 63 licenses
  • Effective verbal and written communication skills with ability to interact with clients and internal decision makers
  • Very strong quantitative and analytical skills
  • Ability to manage projects independently and assume a high level of responsibility

Hours & Work Schedule

Hours per Week: 40+

Work Schedule:  Monday - Friday

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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

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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

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