About The Position

Truist Securities’ approximately 10-week Summer Associate Program offers MBA students exposure to investment banking disciplines and training in financial analysis, corporate markets and clients, corporate finance, and investment banking products. Associates support internal and external clients and contribute to new business development, due diligence, and transaction execution. They work with senior professionals to evaluate opportunities, meet with and present to prospective clients, create or review financial models, and draft transaction documents and marketing materials. Associates may take a lead role in executing transactions and work regularly with clients, attorneys, investors, interested parties, and senior professionals. The program includes networking, case studies, presentations, team-building projects, executive speakers, community service opportunities, and interaction across investment banking groups. Competitive Summer Associates may be eligible for a full-time Associate offer after graduation. Positions are based in New York, Chicago, Atlanta, or Charlotte. The annual base salary is $175,000, with summer pay prorated to an hourly salary.

Requirements

  • MBA from a leading program with scheduled graduation between December 2027 and May 2028.
  • At least 3 years of work experience.
  • Ability to understand complex financial products and desire for significant transaction execution responsibility.
  • Proven analytical ability and attention to detail.
  • Solid leadership and interpersonal skills.
  • Superior written and oral communication skills.
  • Ability to work in a fast-paced, team-oriented environment.
  • English fluency is required.

Nice To Haves

  • Concentration in Finance.
  • Previous background in financial services and/or experience as an Analyst.

Responsibilities

  • Support internal and external clients as an integral member of an investment banking team.
  • Contribute to new business development, due diligence, and transaction execution.
  • Work with senior professionals to identify and evaluate opportunities.
  • Meet with and present to prospective clients.
  • Create or review in-depth financial models for transactions.
  • Draft internal and external transaction documents and marketing materials.
  • Help lead transaction execution and work with clients, attorneys, investors, interested parties, and senior professionals.

Benefits

  • Medical, dental, and vision insurance.
  • Life and disability insurance.
  • Accidental death and dismemberment coverage.
  • Tax-preferred savings accounts.
  • 401(k) plan.
  • Vacation, sick days, and paid holidays for eligible teammates.
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