About The Position

The Truist Securities Summer Associate Program will run for approximately 10 weeks in the summer months. The Summer Associate Program will consist of: Activities: Networking socials, case studies and presentations, team-building projects Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others Community Service: Opportunities to participate in various volunteer initiatives are provided and involvement is strongly encouraged The opportunity to interact with other groups and disciplines throughout the investment bank Competitive Summer Associates will be eligible to receive an offer to return in full-time positions as part of our Associate program upon graduation. The Summer Associate program provides the opportunity to gain exposure to a number of disciplines within investment banking. Summer Associates will sharpen financial analysis skills, develop an understanding of corporate markets and clients, and gain experience in corporate finance and with investment banking products through on-the-job training. Within each group, Summer Associates play a meaningful role in supporting internal and external clients. As an integral member of the team, Associates play a meaningful role in new business development, due diligence, and transaction execution. Associates work with senior professionals to identify and evaluate opportunities and then meet with and present to prospective clients. Associates must demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Associates are also charged with drafting internal and external documents and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis. As a result, strong organizational, communication and leadership skills are necessary to be effective in the position. Candidates who receive a Houston, TX Investment Banking Summer Associate will be placed in our Energy Group.

Requirements

  • MBA from a leading program with a scheduled graduation of December 2026 – May 2027
  • Minimum of 3 years work experience required
  • 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

Nice To Haves

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

Responsibilities

  • Sharpen financial analysis skills
  • Develop an understanding of corporate markets and clients
  • Gain experience in corporate finance and with investment banking products through on-the-job training
  • Play a meaningful role in supporting internal and external clients
  • Play a meaningful role in new business development, due diligence, and transaction execution
  • Work with senior professionals to identify and evaluate opportunities
  • Meet with and present to prospective clients
  • Demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
  • Draft internal and external documents and marketing materials utilized in transactions
  • Take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis

Benefits

  • Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
  • Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
  • Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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