Vice President Debt Capital Markets

DescriptionIn this role at Citizens, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! Citizens Debt Capital Markets Group, part of Citizens Capital Markets & Advisory division, is seeking an experienced Vice President in Boston, MA or Charlotte, NC to support the team’s senior professionals in originating, structuring and executing debt capital markets transactions in support of acquisitions, leveraged buyouts, dividend recapitalizations, restructurings and short/long term refinancings. The Vice President’s responsibilities will require significant transaction involvement, from origination through closing, and the ability to work on multiple projects and transactions concurrently. The Vice President will play a critical role on deal teams and coordinating projects and will interact directly with Managing Directors, senior management, other groups within Citizens, client management teams, private equity firms, legal counsel, and professionals at other banks. The Vice President will also be responsible for supervising and developing associate and analyst level bankers.This position offers an excellent opportunity to join a rapidly growing leveraged finance / loan syndications group with top 10 market leading positions in middle market corporate and financial sponsor backed transactions. Through this experience the Vice President will gain insight into the issues and considerations for management teams and shareholders at growing middle market companies, and exposure to strategic, financial and capital decision making. The Vice President will also develop direct relationship management responsibilities through interactions with current and prospective clients and professionals at other financial institutions, law and private equity firms. Primary responsibilities include

Working with Managing Directors and client Relationship Managers to develop new business ideas, pitch strategies or financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives

Credit underwriting focused on completing acquisitions, recapitalization, restructurings, leveraged buyouts and refinancing transactions for new and existing customers. Completing and managing process of implementation

Analyzing financial model output and client information to prioritize data and present conclusions for discussion purposes

Coordinating with Managing Directors to provide indicative transaction structure and pricing guidance based on financial model and comparable transaction analysis

Working with junior resources to prepare pitch materials for client meetings

Supporting Portfolio / Relationship Managers in transaction screening and credit / underwriting approval meetings to provide detailed overviews on clients and transactions and offer market insights and advice

Playing a key leadership role throughout the transaction execution process

Participating in accounting, business and legal due diligence (with drafting sessions for public offerings)

Working with legal counsel and clients / financial sponsors to draft and negotiate all legal documentation

Working with sales distribution team to develop syndication strategies with targeted investor lists

Preparing detailed transaction marketing materials including confidential information memoranda and lender presentations

Coordinating with sales distribution team to answer lender due diligence questions

Assisting clients, internal operations team and investors through the closing process

Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams

Excellent oral and written communication skills with the ability to express ideas in a persuasive, organized, and articulate manner

Ability to follow-up independently and consistently and play the critical role as the project manager on most assignments and the primary capital markets contact

Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis

Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment

High degree of maturity and integrity with a positive and hardworking attitude

Excellent attention to detail

Ability to immediately contribute to the group based on past experience and help to transfer best practices and knowledge

Qualifications, Education, Certifications and/or Other Professional Credentials

Undergraduate degree with a strong academic record from a leading university. All concentrations considered given level of industry experience

MBA a strong plus, but not required given level of experience

Attendance in a formal investment or corporate banking training program preferred, but not required

6+ years of direct experience with proven client interaction and Debt Capital Markets, Loan Syndications, Leveraged Finance, Direct Lending, M&A, or Mezzanine Debt transaction experience

Full command of Microsoft Word, Excel and PowerPoint along with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.

FINRA Series 79 (or 7) and Series 63 and /or willingness to obtain licenses in a short timeframe

Hours & Work Schedule

Hours per Week: 40 +

Work Schedule: Monday - Friday

#LI-Citizens4

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Equal Employment OpportunityAt Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.Why Work for UsAt 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 growthBackground CheckAny 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.10/28/2024