Investment Banking Analyst II

Fifth Third Bank•Charlotte, NC

About The Position

The Investment Banking Analyst II is responsible for supporting the execution of complex financial transactions and strategic initiatives within Corporate & Investment Banking. This role involves advanced financial modeling, analysis, presentation creation and due diligence activities to support deal teams in underwriting, structuring, and presenting client solutions. The Investment Banking Analyst II is expected to demonstrate increasing autonomy, contribute to idea generation, and support senior bankers in client engagement and transaction execution. Please see below for specific responsibilities and requirements for this role.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
1–3 years of relevant experience in investment banking, corporate finance, capital markets, private equity, venture capital, consulting, and transaction advisory services.
Demonstrated academic or professional exposure to financial analysis and corporate finance concepts.
Securities Industry Essentials (SIE), Series 79, and Series 63 licenses.
Strong proficiency in Microsoft Excel and PowerPoint.
Qualified candidates will bring emerging professional proficiency, generally acquired through 1-3 years of relevant work or internship experience in finance, capital markets, private equity, venture capital, consulting, and transaction advisory services.
Advanced analytical and quantitative skills with the ability to interpret complex financial data.
Proficiency in financial modeling and presentation development.
Strong written and verbal communication skills for internal and client-facing deliverables.
Ability to manage competing priorities in a fast-paced, deadline-driven environment.
High attention to detail and strong organizational capabilities.
Ability to work independently and collaboratively within deal teams.
Familiarity with financial databases and platforms (e.g., Bloomberg, Capital IQ).

Nice To Haves

Financial Modeling : Ability to build and interpret complex models for valuation and transaction structuring.
Due Diligence : Experience conducting thorough financial, legal, and operational reviews to assess transaction risk and viability.
Market Research : Skilled in sourcing and synthesizing market data, economic indicators, and comparable transactions.
Client Communication : Capable of preparing and delivering high-quality materials tailored to client needs and business objectives.
Technology Proficiency : Comfortable navigating third-party platforms and internal systems to support deal execution and reporting.
Team Development : Willingness to support junior team members through informal mentorship, knowledge sharing, and collaborative problem-solving.

Responsibilities

Apply accounting, corporate finance and capital markets concepts to support transaction analysis and execution.
Develop a strong working knowledge of various legal documents governing transactions.
Build and refine financial models to assess company performance, trends, and transaction viability.
Conduct initial and ongoing due diligence, including market research and comparable company and transaction analyses.
Perform accounting, business, and legal due diligence for new and existing clients.
Analyze financial statements and market data to support corporate finance evaluations.
Prepare client-facing materials including pitch books, market updates, and transaction summaries.
Synthesize large volumes of financial and qualitative data to support strategic recommendations and client solutions.
Distribute market commentary, economic updates, and pricing information to internal and external stakeholders.
Develop proficiency in third-party financial platforms and maintain internal databases used by the business.
Manage multiple concurrent projects and priorities with oversight from associates and senior bankers.
Communicate project status, timelines, and deliverables effectively across deal teams.
Support internal initiatives related to process improvement, data integrity, and operational efficiency.
Provide informal mentorship to Analyst I team members, offering guidance on technical skills, modeling best practices, and professional development.
Perform other duties as assigned, adapting to evolving business needs and team priorities.