Banking Associate Graduate Program 2027 San Francisco
About The Position
This role is designed for recent graduates or soon-to-be graduates to participate in the day-to-day activities of the investment banking division. The program offers broad exposure to different types of clients, transactions, and specialist areas within investment banking. Participants will gain comprehensive financial advisory, capital raising, financing, and risk management services experience. The program involves intensive training followed by placement within industry, product, or geographic groups to work on live deals and business development projects. Associates will play an important role on demanding assignments within small deal teams, contributing to financial analysis, modeling, valuation, industry research, business evaluation, strategic assessment, business and idea generation, and stakeholder communication.
Requirements
- Pursuing an MBA degree.
- Graduating between December 2026 - June 2027.
- GPA of 3.2 or above.
- Keen interest in business and finance.
- Curiosity to learn.
- Resourcefulness.
- Teamwork.
- Enthusiasm.
- Entrepreneurial spirit.
- Demonstrated through extracurricular activities.
Responsibilities
- Collaboration on live deals and client pitches.
- Support the team in advising a broad range of corporate clients.
- Deliver holistic, structured solutions to meet client goals.
- Collaboration with cross-functional teams to support business initiatives.
- Participation in training and development programs.
- Identification of opportunities and development of business cases.
- Management of the deployment and launch of new products and services for investment banking.
- Management of client relationships and provision of customer service support.
- Responding to client questions about products and services and processing transactions.
- Development and implementation of financial models and strategies.
- Training and mentoring of junior colleagues.
- Advising and influencing decision-making.
- Contributing to policy development.
- Taking responsibility for operational effectiveness.
- Leading collaborative assignments and guiding team members.
- Identifying the need for inclusion of other areas of specialization.
- Identifying new directions for assignments and/or projects.
- Consulting on complex issues and providing advice to People Leaders.
- Identifying ways to mitigate risk and developing new policies/procedures.
- Taking ownership for managing risk and strengthening controls.
- Performing work closely related to other areas, understanding coordination and contribution to organizational objectives.
- Collaborating with other areas for business-aligned support.
- Engaging in complex analysis of data from multiple sources.
- Communicating complex information.
- Influencing or convincing stakeholders to achieve outcomes.
Benefits
- Comprehensive financial advisory services
- Capital raising services
- Financing services
- Risk management services
- Training and support
- Access to bankers with industry and geography specific expertise
- Exposure to mergers and acquisitions
- Exposure to capital raising
- Exposure to structured solutions
- Exposure to risk management
- Financial analysis and modelling
- Valuation
- Industry research
- Business evaluation and strategic assessment
- Business and idea generation
- External and internal stakeholder communication
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
