Jobs · Finance · North Carolina

Vice President, Corporate Finance (Investment Banking)

Citizens · Charlotte, NC · 3 wk ago
FinanceFull-time

About the role

Citizens Capital Markets & Advisory (“CCMA”) is seeking a Vice President, Corporate Finance focused on the Industrials verticals, primarily 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 will 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 role offers an attractive opportunity for a junior VP seeking greater client exposure, transaction experience, and career advancement within an entrepreneurial, fast-growing organization.

Responsibilities

  • 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, confidential information memorandums (CIMs), and limited partner (LP) presentations 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

Requirements

  • 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

Schedule

  • Hours per Week: 40+
  • Work Schedule: Monday - Friday

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.

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