2027 Investment Banking Summer Analyst Financial Services San Francisco, CA
About The Position
The Capital Markets & Advisory (CMA) Summer Analyst works on an industry- or product-focused team and receives responsibility for matters of business significance. For a specified period, Summer Analysts work with public and private debt and equity financings, mergers and acquisitions, and financial advisory projects. The role develops financial analysis skills and understanding of capital markets and clients while contributing ideas to projects with significant scope and impact. Analysts participate throughout the transaction process, including research, preparing original work product and presentations, drafting sessions, new-business proposal sessions, and due-diligence meetings.
Requirements
- Legally authorized to work in the United States without requiring visa sponsorship now or in the future, including beyond OPT/EAD.
- Currently enrolled in an accredited undergraduate degree program, or an equivalent combination of experience, education, and/or training approved by Human Resources.
- Knowledge of fundamental Investment Banking concepts, practices, and procedures.
- Knowledge of investment concepts, practices, and procedures used in the securities industry.
- Knowledge of tax and accounting concepts, practices, and procedures.
- Knowledge of financial markets and products.
- Effective oral and written communication skills.
- Analytical skills sufficient to assess and explain market events.
- Problem-solving and solution-design skills.
- Ability to think independently and develop ideas and strategies.
- Ability to use technology and systems to produce reports, communications, and presentations.
- Ability to gather information, identify linkages and trends, and apply findings to reports.
- Ability to attend to detail while maintaining a big-picture orientation.
- Ability to remain mindful of workflow and regulatory compliance during high-volume activity.
- Ability to organize, manage, and track multiple detailed tasks and assignments with changing priorities in a fast-paced environment.
- Ability to establish and maintain effective working relationships at all levels.
- Ability to exercise judgment and discretion when working independently and collaboratively.
- Accountability for own actions, adherence to ethical principles, and a proactive approach.
Responsibilities
- Develop financial models to assess debt and equity financing alternatives for transactions.
- Perform valuation methodologies, comparative company analysis, and discounted cash flow analysis on target companies.
- Provide input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
- Research, analyze, present, and document drafting elements of developing transactions.
- Collaborate with Senior Bankers on client presentation strategies and create materials.
- Analyze current events in relevant industry groups and provide input on their impact on clients and deals.
- Maintain group databases for research and analysis.
- Perform other assigned duties, including work requiring independent judgment and discretion on matters significant to the business.
- Participate in research projects, creation of original work product and presentations, drafting sessions, new-business proposal sessions, and due-diligence meetings.
Benefits
- Medical, dental, and vision benefits may be available.
- Life insurance, critical illness insurance, and accident insurance may be available.
- Disability benefits may be available.
- Retirement savings benefits may be available.
- Paid time off, including vacation, holidays, and sick leave, may be available.
- Parental leave may be available.
- Additional compensation may include cash or equity, discretionary bonuses, or commissions.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
