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2-year Investment Banking Early Career Program in Corporate and Investment Banking. Analysts will work in either Industry Coverage or Product Groups, gaining experience in financial modeling, company analysis, client presentations, and various investment banking services. Includes comprehensive 6-8 week training program in Charlotte covering financial accounting, cash flow, credit analysis, products, structuring, corporate valuation and financial modeling.
Job Responsibility:
Developing and maintaining financial models to depict projected financial results and value companies
Working closely with senior bankers on presentations, financial and credit analysis, and preparation of financial projections
Supporting various financial analyses including valuations and merger consequences
Performing comprehensive company and industry research
Preparing presentations and other materials for clients
Conducting research and assisting in execution of advisory services
Conducting financial analysis, preparing credit packages, and monitoring existing deals
Creating pitches, proposals, and marketing materials
Participating in client meetings, due diligence visits, and other client interactions
Requirements:
6+ months of Investment Banking Program experience or equivalent through work experience, training, military experience, or education
Currently pursuing a bachelor's degree with expected graduation date between December 2025 - June 2026
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively and independently in a collaborative, change-driven environment
Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills
Registration for FINRA Series 63 (or 66) within 90 days of hire
Registration for FINRA Series 79 within 90 days of hire
Registration for Securities Industry Essentials (SIE) exam within 90 days of hire
Must be authorized to work in the United States without requiring future visa sponsorship
Nice to have:
Involvement in extracurricular enrichment activities through volunteerism, student organization involvement, study abroad programs, leadership positions, or non-profit involvement
Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry
Outstanding problem solving and decision-making skills
Strong analytical skills with high attention to detail and accuracy
Ability to be proactive, innovative and creative in meeting customer and enterprise needs
Ability to interact with integrity and high level of professionalism
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure
Energetic self-starter who proactively takes initiative and has genuine interest in learning and growth
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
May be considered for discretionary bonus, Restricted Share Rights or other long-term incentive awards
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