Investment Banking Associate

Fifth Third Bank • Frisco, TX

1d

About The Position

The Investment Banking Associate I performs complex analytical and high-level support functions with limited supervision. The role applies analytical skills to provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams, produces high-quality analysis and presentation materials, and manages and oversees the Analyst pool to support high-quality work product. Associates may support projects of varying complexity based on their skills and organizational priorities. The position is located in Frisco, Texas.

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 is required 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 the 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, with the ability to work independently and collaboratively within deal teams.
• Emerging professional proficiency typically acquired through 1–3 years of relevant finance, accounting, or related work or internship experience.

Nice To Haves

• An MBA is typical but not required, depending 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.
• Typically 1–3 years of practical experience or advanced academic exposure across the areas listed under Skills for Success.

Responsibilities

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word, and other relevant software.
• Complete research and maintain information databases as required.
• Work effectively as part of a team in a high-stress environment and under tight deadlines.
• Develop working relationships with peers and senior bankers in the Corporate & Investment Bank and the broader organization.
• Manage priorities while working on multiple high-priority opportunities simultaneously.
• Complete credit and corporate finance overviews and analysis independently.
• Support Managing Directors and make internal and external presentations to support their efforts.
• Interact with important 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, including coaching Analysts through feedback, templates, and modeling and presentation best practices.
• Plan, sequence, and drive workstreams to achieve timely, high-quality outcomes.
• Establish rigorous review checkpoints to reduce errors and rework across models and materials.
• Develop industry insights to support origination and client dialogue.
• Perform other duties as assigned and adapt to new tasks or changing priorities.

Benefits

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

What This Job Offers

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