Investment Banking Program Analyst

• Developing and maintaining models to depict projected financial results and to value companies
• working closely with senior bankers on presentations, financial and credit analysis, and the preparation of financial projections and models
• supporting various financial analyses, including valuations and merger consequences
• performing comprehensive and in-depth company and industry research
• preparing presentations and other materials for clients
• conducting research, participating in strategic planning and assisting in the 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 to gain exposure to key executives and senior bankers
• analyzing companies, developing strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program
• reviewing strategies for clients, building detailed financial models, analyzing market data, and preparing client presentations related to low-to-medium risk tasks and deliverables
• collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals
• interacting with internal and external customers

6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026
• excellent verbal, written, and interpersonal communication skills
• ability to work effectively, as well as independently, in a collaborative, change driven environment
• intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
• pursuing a bachelor’s degree
• demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry

• Comprehensive six to eight week training program with classroom instruction in financial accounting, cash flow, credit analysis, products, structuring, corporate valuation, and financial modeling
• on-the-job coaching, mentoring, and feedback throughout tenure
• may be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards