Analyst Subscription Finance & Services

Citizens • Charlotte, NC

11h

About The Position

Citizens Bank is seeking an Analyst to join its Subscription Finance & Services
(“SFS”) team. The SFS team manages a portfolio of private equity fund clients of
varying sizes, strategy, and complexity. SFS serves as the primary banking
partner to CFOs, COOs, treasurers, and investment professionals across leading
private equity firms. The team delivers fund-level financing solutions,
strategic advisory, and holistic banking services.

The position will support with originating, structuring, underwriting, and
executing subscription credit facilities for sponsors with AUM > $1 billion,
while also ensuring relationship coverage across the fund family.

Requirements

• Bachelor’s degree required
• 1-3 years of experience in finance, banking, accounting, private equity, private capital, consulting, or related analytical roles
• Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, and challenging work environment
• Ability to follow-up independently and consistently and play the critical role as the project manager on assignments

Nice To Haves

• Internship experience in investment banking, fund finance, leveraged finance, or corporate banking strongly preferred but not required

Responsibilities

• Help analyze client needs to support the broader relationship strategy
• Prepare pitch materials, client presentations, and internal reporting materials
• Perform borrowing base analysis, LP concentration and quality review, collateral diligence, and structural risk assessment
• Participate in accounting, business, and legal due diligence for credit approval processes and ongoing portfolio monitoring
• Review and summarize key provisions in fund documentation, including LPAs, subscription agreements, side letters, and investor letters (training provided)
• Monitor facility performance, borrowing base compliance, LP credit quality, and concentration risks throughout the life of the loan
• Support the execution of amendments, waivers, covenant modifications, and facility upsizes as funds evolve
• Summarize meeting notes, prepare follow-up deliverables, and track client engagements
• Collaborate with internal partners (Credit, Risk, Treasury, Capital Markets, Operations), and external legal counsel

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees