Investment Banking Analyst (Class of 2026)
About The Position
The Stephens Investment Banking Analyst Program is a two-year, generalist program that begins with four weeks of intensive training taught by Stephens bankers. It evolves into continuous on-the-job experience where Analysts assist junior and senior bankers in advising clients across multiple products and industries. Analysts also gain exposure to private equity firms and family offices. This program offers a unique opportunity to learn and prepare for a career in finance while making significant contributions. Analysts work on deal structure, modeling, presentations, client communications, and more. The program aims to put motivated Analysts on track for an Associate role at the firm.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics or a related field preferred
- Strong interpersonal skills
- Excellent verbal and written communication skills, effective team player and a commitment to excellence
- Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
- Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects and meet deadlines with minimal supervision
- Attention to detail with emphasis on accuracy and quality
- Outstanding record of academic achievement
- Demonstrated interest in accounting and finance
- Math and analytical aptitude must be exceptional
- High level of personal integrity and work ethic
- Ability to maintain confidentiality
- Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access
- Ability to accurately read, interpret and communicate large volumes of numbers and data
- SIE – Securities Industry Essentials (required within 6 months of employment)
- Series 7 – General Securities Representative (required within 6 months of employment)
- Series 63 – Uniform State Law Exam (required within 6 months of employment)
- Series 79 – Investment Banking Representative Exam (required within 6 months of employment)
Responsibilities
- Develop detailed financial analysis for various types of transactions
- Compose presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials
- Conduct quantitative and qualitative industry research and analysis
- Perform other operational and administrative tasks as needed
Benefits
- Benefits information available at: https://www.stephens.com/careers/benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
