Investment Banking Analyst II, Advisory, Consumer & Retail/Restaurant

About the role

Citizens M&A Advisory is looking for a qualified Investment Banking Analyst to join our Consumer & Retail/Restaurant team in Charlotte, NC. This team provides investment banking services to lower mid‑market firms (under $500 million in enterprise value) in the Consumer & Retail/Restaurant sector. Service offerings include sell‑side and buy‑side advisory, capital raises and strategic advisory. Our entrepreneurial culture and focus on excellence have made us a leader in mid‑market investment banking.

Responsibilities

• Assigned to a sector team with exposure to multiple industries within core focus areas.
• Manage consistent deal flow and participate in all stages of transactions.
• Work closely with senior bankers and contribute to client and prospect delivery.
• Prepare financial models and business valuations.
• Lead or participate in meetings with current and prospective clients.
• Conduct industry and company due diligence.
• Create and review marketing materials and pitch/presentation decks.
• Assist business development efforts.
• Resourceful, diligent communication and technical skills.
• Demonstrate ownership, self‑starter attitude, and strong work ethic.
• Efficiently manage multiple projects simultaneously.

Qualifications

• 1–2 years of experience in investment banking, transaction advisory, accounting, or a similar role.
• 1+ years of managing and assisting with the preparation of financial models and business valuations.
• Strong professional communication and technical skills.
• Ability to lead/participate in client meetings and conduct due diligence.
• Self‑starter with a strong work ethic and desire to work as part of a team.
• Ability to work efficiently and manage multiple projects simultaneously.

Hours & Work Schedule

• 40+ hours per week.
• Monday to Friday.

Pay

The salary range for this position is $115,000 – $120,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on factors such as budget, work location, and relevant skills and experience.

Benefits

• Competitive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity/paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy that exceeds mandatory local and state requirements.
• Access to training and tools for career growth.