2027 Summer Analyst - Subscription Finance & Services (Charlotte, NC)
Citizens · Charlotte, NC
- On site
- Full-time
- $45,000 / year
- Charlotte, NC
Job highlights
- Support senior Relationship Managers in finance.
- Prepare marketing and internal reporting materials.
- Assist with financial modeling and due diligence.
- Gain insight into private equity fund operations.
- Potential offer for post-graduation employment.
About the role
2027 Summer Analyst - Subscription Finance & Services
Citizens Bank is seeking a Summer Analyst to join the Subscription Finance & Services team in Charlotte, NC. Summer Analysts will work closely with the team’s senior Relationship Managers who oversee a portfolio of private equity fund relationships of varying sizes and complexities. The Subscription Finance & Services team is part of Capital Markets & Advisory and is the central contact for banking services provided to investment funds managed by leading private equity managers.
This position offers an excellent opportunity to join a highly performing, rapidly growing, and entrepreneurial team within one of the largest regional banks in the country. Through this experience, Summer Analysts will gain insight into the issues and considerations for private equity funds as they raise third-party equity, deploy capital across investments and ultimately liquidate those positions over time. Summer Analysts will also develop direct working relationships with current and prospective private equity clients, professionals at other banks, and work first-hand with external legal counsel to negotiate and close new transactions.
At the conclusion of the 10-week internship program, high-performing Summer Analysts will be considered for a potential offer for direct employment into the Subscription Finance & Services team (post-graduation).
Summer Analyst Responsibilities
- Support senior Relationship Managers originating, structuring, underwriting, and executing subscription credit facilities
- Prepare marketing presentations for client meetings and internal reporting materials
- Assist with modeling and collateral due diligence to develop borrowing base solutions
- Assist in the underwriting approval process and ongoing portfolio management
- Develop the ability to review and summarize key provisions in fund legal documentation
- Summarize meeting notes, prepare follow-up deliverables, and track client engagements
Qualifications
- Self-starting team player who can think strategically and excel in a fast-paced and challenging work environment; professional and clear communicator
- Ability to work efficiently and to manage multiple projects simultaneously; excellent attention to detail
- Strong analytical skills and software skills: MS Office (Word, Excel, PowerPoint, Copilot) proficiency is required
- Relevant work experience, leadership experience or coursework in Finance, Accounting or Economics is preferred but all majors will be considered
- Successfully complete a video interview assessment within 4 days of receiving the link; if not completed within the timeframe, your application will be automatically withdrawn from consideration
- Minimum GPA of 3.2; Preferred cumulative GPA of 3.5
- Please include your cumulative GPA on your resume
- Current students enrolled in an undergraduate bachelor’s program, graduating between Winter 2027 – Spring 2028 OR current students enrolled in a graduate program, graduating between Winter 2027 – Spring 2028
- Candidates must currently be a U.S. Resident to be eligible for this program
- Please note that U.S. Immigration sponsorship or work visa is not available and candidates must have permanent authorization to work in the U.S.
Additional Resources
Click here for more information about our programs and application process: https://jobs.citizensbank.com/en/Capital-Markets-and-Advisory
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.
Key skills/competency
- Subscription Finance
- Financial Analysis
- Credit Facilities
- Private Equity
- Underwriting
- Portfolio Management
- Financial Modeling
- Client Relations
- Legal Documentation
- Capital Markets
Skills & topics
- Summer Analyst
- Subscription Finance
- Financial Services
- Capital Markets
- Private Equity
- Underwriting
- Financial Modeling
- Internship
- Entry Level Finance
- Charlotte Jobs
How to get hired
- Tailor your resume: Highlight relevant finance, accounting, or economics coursework and experience. Emphasize your GPA (minimum 3.2, preferred 3.5) and leadership roles.
- Ace the video interview: Practice clear and concise communication, showcasing strategic thinking and ability to work in a fast-paced environment. Complete it within 4 days.
- Demonstrate key skills: Showcase proficiency in MS Office (Word, Excel, PowerPoint, Copilot) and strong analytical abilities.
- Understand the role: Research Citizens Bank's Subscription Finance & Services team and their work with private equity clients.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the start date for the 2027 Summer Analyst role at Citizens Bank?
- The 2027 Summer Analyst program at Citizens Bank is scheduled to begin in May 2027.
- What are the primary responsibilities of a Summer Analyst in Subscription Finance & Services?
- Summer Analysts will support senior Relationship Managers in originating, structuring, and underwriting credit facilities, preparing presentations, assisting with financial modeling and due diligence, and reviewing legal documentation.
- What qualifications are preferred for the Summer Analyst position?
- Preferred qualifications include a cumulative GPA of 3.5 or higher, relevant coursework or experience in Finance, Accounting, or Economics, strong analytical and communication skills, and proficiency in MS Office. All majors are considered.
- What is the GPA requirement for the Summer Analyst role?
- A minimum cumulative GPA of 3.2 is required, with a preferred cumulative GPA of 3.5.
- Are candidates from all majors considered for the Summer Analyst program?
- Yes, while coursework in Finance, Accounting, or Economics is preferred, all majors will be considered for the Summer Analyst program.
- What is the duration of the Summer Analyst program?
- The internship program is 10 weeks long.
- Is there an opportunity for full-time employment after the internship?
- Yes, high-performing Summer Analysts will be considered for a potential offer for direct employment into the Subscription Finance & Services team after graduation.
- What are the location requirements for this role?
- Candidates must be current U.S. Residents and have permanent authorization to work in the U.S. U.S. Immigration sponsorship or work visa is not available.
- How important is a video interview assessment for this application?
- Successfully completing a video interview assessment within 4 days of receiving the link is mandatory. Failure to do so will result in automatic withdrawal from consideration.
- Where can I find more information about Citizens Bank's programs?
- More information about Citizens Bank's programs and the application process can be found at https://jobs.citizensbank.com/en/Capital-Markets-and-Advisory.
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