Analyst Subscription Finance & Services

Job description

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. Roles and responsibilities include: 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 lette...