2028 Investment Banking Summer Financial Analyst (Class of 2029) – Dallas Healthcare
About The Position
The Summer Financial Analyst will work on a variety of corporate finance transactions, gaining exposure to investment banking services and client industries. These services may include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. The analyst will work with a talented and dedicated team and receive broad exposure to business issues and concerns, with substantial responsibility and interaction with senior-level professionals in a collaborative, entrepreneurial environment. The role involves researching and analyzing financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and investment attributes of publicly traded and private securities companies. The position is for candidates pursuing a bachelor’s and/or master’s degree with an expected graduation date between December 2028 and June 2029, in the Healthcare industry group in Dallas.
Requirements
- Pursuing a bachelor’s and/or master’s degree with an expected graduation date between December 2028 and June 2029.
- Foundational knowledge of and a keen interest in corporate finance.
- Ability to work collaboratively and communicate effectively across all organizational levels.
- Strong work ethic and proven leadership skills.
- Candidates must complete the Suited assessment after applying; the assessment link is sent by email and candidates have 5 calendar days to complete it.
- Must not now or in the future require sponsorship for employment visa status.
Nice To Haves
- Fundamental understanding of valuation theory, methodologies, and applications.
- Proficiency with Microsoft Excel and PowerPoint.
- Adeptness at leveraging Generative AI tools to enhance productivity and streamline workflows.
Responsibilities
- Work on corporate finance transactions, including mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts.
- Research and analyze financial statements.
- Research general and industry-specific economic conditions and developments.
- Analyze acquisitions and divestitures.
- Analyze investment attributes of publicly traded and private securities companies.
Benefits
- Competitive benefits package; current offerings are listed under 2026 Benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
