Citizens Bank

3 days ago

Analyst III Leveraged Finance

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Underwrite and support leveraged finance transactions for corporate and private equity clients, partnering with Commercial Banking, Credit Risk Management, and Capital Markets. Assist in due diligence and deal screening, prepare three-statement financial models, and analyze risks, mitigants, and comparable debt/enterprise value. Also support portfolio management through quarterly portfolio reviews, asset quality reporting, covenant tracking, and financial statement analysis.

Location: Boston

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Assist with new and existing loan underwriting due diligence, including deal screening memos, underwriting support, and credit approval requests.
•Prepare three-statement financial models and conduct comparable debt and enterprise value analysis.
•Conduct industry research and prepare written summaries of industry risks, opportunities, and the competitive environment.
•Monitor client reporting accuracy, including financial statements and covenant compliance certificates, and complete quarterly/annual reviews.
•Support portfolio management and deal processes, including participation in calls/meetings and quarterly portfolio reviews.

Pay and Benefits

Salary: USD 110,000 - 115,000 annually

Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveLearning BudgetWellness StipendFlexible Work

Key Requirements

•2-3 years of Commercial Banking or Leveraged Lending experience preferred.
•Existing knowledge of the leveraged loan market and bank regulation/compliance.
•Advanced analytical, loan structuring, underwriting, documentation, and credit skills.
•Strong credit acumen and ability to work independently with initiative.
•A Bachelor’s degree in Business, Finance, Accounting, or Economics.

Experience:2-3 yearsCommercial bankingLeveraged lendingPrivate equityCredit underwriting

Education:Bachelor's

Skills:Analytical reasoningPresentation skillsCommunicationAttention to detailMulti-tasking

Tech Stack:MS OfficeWordExcelPowerPointCredit Research ToolsBloombergCapital IQPublic SEC filings

Company Brief

Citizens Bank

Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Providence, United States

Founded: 1828

Website

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Citizens Bank

3 days ago

Analyst III Leveraged Finance

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Boston

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Assist with new and existing loan underwriting due diligence, including deal screening memos, underwriting support, and credit approval requests.
•Prepare three-statement financial models and conduct comparable debt and enterprise value analysis.
•Conduct industry research and prepare written summaries of industry risks, opportunities, and the competitive environment.
•Monitor client reporting accuracy, including financial statements and covenant compliance certificates, and complete quarterly/annual reviews.
•Support portfolio management and deal processes, including participation in calls/meetings and quarterly portfolio reviews.

Pay and Benefits

Salary: USD 110,000 - 115,000 annually

Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveLearning BudgetWellness StipendFlexible Work

Key Requirements

•2-3 years of Commercial Banking or Leveraged Lending experience preferred.
•Existing knowledge of the leveraged loan market and bank regulation/compliance.
•Advanced analytical, loan structuring, underwriting, documentation, and credit skills.
•Strong credit acumen and ability to work independently with initiative.
•A Bachelor’s degree in Business, Finance, Accounting, or Economics.

Experience:2-3 yearsCommercial bankingLeveraged lendingPrivate equityCredit underwriting

Education:Bachelor's

Skills:Analytical reasoningPresentation skillsCommunicationAttention to detailMulti-tasking

Tech Stack:MS OfficeWordExcelPowerPointCredit Research ToolsBloombergCapital IQPublic SEC filings

Company Brief

Citizens Bank

Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Providence, United States

Founded: 1828

Website