About The Position

The Summer Financial Analyst will work in Corporate Finance on a variety of transactions, gaining exposure to investment banking services and client industries. Transaction work may include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. The analyst will work with a collaborative, entrepreneurial team and receive substantial responsibility and interaction with senior-level professionals. 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.

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 within five calendar days of receiving the assessment link after submitting an application.
  • 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.
  • Ability to leverage Generative AI tools to enhance productivity and streamline workflows.

Responsibilities

  • Work on transactions involving mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts.
  • Research and analyze financial statements.
  • Research and analyze general and industry-specific economic conditions and developments.
  • Research and analyze acquisitions and divestitures.
  • Research and analyze investment attributes of publicly traded and private securities companies.

Benefits

  • Competitive benefits package.
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