✦ Luna Orbit — Finance & Accounting

Investment Banking Analyst II Corporate Finance - Technology - NYC

at Citizens Financial Group

📍 New York, NY, United States Unknown 💰 $110K – $120K USD / year Posted April 03, 2026
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Position Details

Salary $110K – $120K USD / year
Type Full-Time
Experience mid
Exp. Years 2+ years
Education Not specified
Category Finance & Accounting

About this role

Investment Banking Analyst II will support origination and execution of transactions in healthcare and technology sectors, performing financial analyses, modeling, and preparing client materials.

Key Responsibilities

  • Financial analysis and modeling
  • Industry/transaction research
  • Prepare pitch materials and client presentations
  • Coordinate financing or sale processes
  • Use market data platforms (S&P CapitalIQ, Bloomberg, FactSet)

Technical Overview

Strong financial modeling and analysis using Excel; familiarity with capital markets tools (S&P CapitalIQ, Bloomberg, FactSet, Thomson One) and presentation software (PowerPoint).

Ideal Candidate

The ideal candidate is a mid-level investment banking analyst with 2+ years in transaction-related financial experience, strong financial modeling skills, and healthcare/technology industry exposure. Proficiency with capital markets tools (S&P CapitalIQ, Bloomberg, FactSet) and presentation materials is essential.

Must-Have Skills

Minimum of 2 years of direct investment banking or transaction-related financial experienceIndustry knowledge and transaction experience within healthcare/technology is strongly preferredMicrosoft ExcelPowerPointWordS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneThomson ReutersFactSet

Nice-to-Have Skills

Healthcare and technology industry experience

Tools & Platforms

S&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneFactSetMicrosoft ExcelPowerPointWord

Required Skills

Financial ModelingMicrosoft ExcelPowerPointWordS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneFactSetPitch MaterialsClient Presentations

Hard Skills

Financial ModelingMicrosoft ExcelPowerPointWordS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneFactSetPitch MaterialsClient Presentations

Soft Skills

CommunicationAttention to detailTeamworkIntegrityMaturity

Industry & Role

Industry Banking
Job Function Support investment banking transactions with financial analysis, modeling, and client-ready materials
Role Subtype Investment Banking Analyst

Keywords for Your Resume

Investment Banking Analyst IIInvestment BankingFinancial ModelingIndustry ResearchMergers and AcquisitionsM&AS&P CapitalIQS&P Leveraged CommentaryAdvantage DataBloombergThomson OneFactSetMicrosoft ExcelPowerPointWordPitch MaterialsClient PresentationsHealthcareTechnologyNew YorkCitizens Bankinvestment bankingfinancial modelingExcelindustry researchhealthcare technology

Deal Breakers

Lack of 2+ years of relevant IB/transaction experience, No proficiency with Excel/PowerPoint/Word, Not in NYC area or unable to work in a banking environment

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