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The Analyst Program is non-rotational and provides the opportunity to gain experience working for one of the most well regarded financial institutions in the world. Analysts, depending on the Division and Group they are assigned to, assume significant responsibility that may include 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.
Job Responsibility:
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
Participate in analyzing companies, develop strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program
Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers
Requirements:
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. All majors are welcome
Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
Nice to have:
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 a high level of professionalism with all levels of team members and management
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Energetic self-starter who proactively takes initiative, remains curious and has a 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
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