Investment Banking Associate

Fifth Third Bank • Frisco, TX

16h

About The Position

The Investment Banking Associate I performs complex analytical and high-level support functions for Corporate & Investment Banking teams and deal teams, applying analytical skills with limited supervision to provide data and reporting support and produce high-quality analysis and presentation materials. The role also manages and oversees the Analyst pool to support the production of high-quality work.

The Associate builds and reviews complex financial models, performs financial analysis, prepares presentations, conducts research, and completes credit and corporate finance analyses. The role supports Managing Directors, may present internally and externally, and interacts with key constituencies during loan transactions. Associates manage simultaneous priorities, work under tight deadlines, and ensure compliance with risk, confidentiality, and information-barrier requirements. Other duties may be assigned as priorities change.

The position is based in Frisco, Texas. Compensation includes base salary and eligibility for incentive compensation; salary varies according to factors such as experience, skills, education, and location. Fifth Third describes its benefits as comprehensive and designed to support employees’ and families’ physical, financial, emotional, and social well-being.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–5 years of experience in Banking, Investment Banking, or Capital Markets; strong Analyst performance for internal promotion.
• Proven track record of contributing as part of a team to the origination and closing of complex financial transactions.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses, or ability to obtain them within company policy.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Advanced analytical and quantitative skills, including ability to build or review complex financial models and interpret results.
• Strong credit underwriting skills and sound corporate finance judgment.
• Excellent written and oral presentation and communication skills, with client-ready executive presence.
• Project management capability, including prioritizing competing deliverables, managing work plans, and coordinating internal and external stakeholders in a high-pressure environment.
• High attention to detail and strong organizational capabilities.
• Ability to work independently and collaboratively within deal teams.
• Emerging professional proficiency generally acquired through 1–3 years of relevant work or internship experience in finance, accounting, or a related field.

Nice To Haves

• MBA is typical, but is not based on prior experience.
• Developing expertise in one or more industries and familiarity with market trends and key drivers.
• Familiarity with financial databases and platforms such as Bloomberg and Capital IQ.
• Advanced academic exposure in relevant skills areas.

Responsibilities

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create presentation materials using PowerPoint, Excel, Word, and other relevant software.
• Complete research and maintain information databases.
• Work as part of a team in a high-stress environment and meet tight deadlines.
• Develop working relationships with peers and senior bankers across Corporate & Investment Banking and the wider organization.
• Manage priorities across multiple high-priority opportunities simultaneously.
• Complete credit and corporate finance overviews and analyses independently.
• Support Managing Directors and deliver internal and external presentations in support of their efforts.
• Interact with key constituencies while executing and closing loan transactions.
• Ensure adherence to risk, compliance, confidentiality, and information-barrier requirements across workstreams.
• Manage and oversee the Analyst pool and support the production of high-quality work.
• Perform other duties as assigned and adapt to changing tasks and priorities.
• Plan, sequence, and drive workstreams to timely, high-quality outcomes.
• Establish review checkpoints to reduce errors and rework in models and materials.
• Develop industry perspectives to support origination and client dialogue.
• Coach Analysts through feedback, templates, and modeling and presentation best practices.
• Anticipate and surface issues early and follow applicable policies and procedures.

Benefits

• Comprehensive benefits programs supporting employees and families’ physical, financial, emotional, and social well-being.
• Eligibility to participate in an incentive compensation plan, with payment based on company, line-of-business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level