2027 Investment Banking Summer Associate Program - Early Careers
About The Position
The 2027 Investment Banking Summer Associate Program is a 10-week program designed for MBA students between their first and second year. Participants will be aligned to a product or industry group and contribute to active client engagements from the outset. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. Summer Associates will be part of a team that supports clients through strategic transactions and capital raising, contributing to live projects, building relationships across teams, and supporting work that helps clients achieve their strategic objectives.
Requirements
- 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
- MBA with an expected graduation date of December 2027 to June 2028
- Strong verbal and written communication skills
- Ability to operate effectively both independently and in teams
- Advanced Microsoft Office (Excel, PowerPoint, Word) skills
- Track record of leadership or involvement in professional or academic initiatives
- FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
- FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
- Must meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Responsibilities
- Building valuation models and supporting transaction execution
- Conducting company and industry research
- Preparing client materials and pitch presentations
- Participating in diligence sessions, client meetings, and internal discussions
- Collaborating with senior bankers on engagements across sectors and geographies
- Contributing to analyses and deliverables that support client engagements
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
