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Banking Advisor Intern Jobs (NOW HIRING)

EGIS Careers

Investment Banking Analyst

Manhattan, NY · On-site

$4.0K - $8.0K/mo

Investment Banking Analyst/Intern Location: New York, NY (In-Person) Compensation: $4,000/month-$8 ... on advising founder-owned and entrepreneur-led businesses on mergers and acquisitions, capital ...

West Monroe

2027 Banking Consulting Intern

Chicago, IL · On-site

$40/hr

As a Banking Consulting Intern , you will work across business, technology, and management ... Client & Advisor Experience - Digital experiences, advisor enablement, and personalized engagement

Eide Bailey

$25 - $30/hr

We are looking for an intern to join our Bank Consulting team! Highlights * Top candidates will ... Whether it's your Welcome Guide, Career Advisor, or a co-worker you meet at lunch, you'll always ...

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Banking Advisor Intern information

What types of projects and tasks can a banking advisor intern expect to work on during their internship?

As a Banking Advisor Intern, you can expect to assist with a variety of client-focused tasks, such as supporting senior advisors in preparing financial needs assessments, helping with account openings, and conducting research on banking products. Interns often participate in team meetings, shadow client interactions, and help resolve basic customer inquiries under supervision. This hands-on experience provides insight into daily operations, enhances your understanding of financial products, and offers opportunities to develop communication and problem-solving skills within a collaborative team environment.

What are the key skills and qualifications needed to thrive as a banking advisor intern, and why are they important?

To succeed as a Banking Advisor Intern, you need a foundational understanding of financial products, customer service, and basic banking operations, often supported by coursework in finance or business. Familiarity with banking software, CRM systems, and digital transaction tools is typically expected. Strong communication, problem-solving ability, and attention to detail help you build trust with clients and adapt to fast-paced environments. These skills are crucial for delivering effective financial advice, ensuring customer satisfaction, and supporting the bank’s service goals.

What is the difference between Banking Advisor Intern vs Banking Associate?

AspectBanking Advisor InternBanking Associate
Required CredentialsTypically pursuing or recent graduate in finance, business, or related fieldEntry-level, often with a high school diploma or bachelor's degree
Work EnvironmentInternship setting within banks or financial institutions, often part-time or seasonalFull-time role in bank branches or financial offices
Employer & Industry UsageUsed for internship programs to train future advisorsCommon entry-level position for banking operations and customer service
Comparison Search IntentUnderstanding internship roles and career pathways in bankingSeeking entry-level banking jobs or understanding banking career progression

The main difference between a Banking Advisor Intern and a Banking Associate lies in their experience level and employment status. Interns are typically students or recent graduates gaining industry exposure, while associates are full-time employees handling banking operations and customer service. Internships serve as training periods, whereas associates are permanent staff members in banking roles.

What does a banking advisor intern do?

A banking advisor intern assists with customer service, provides information about banking products, and supports financial advisors in daily tasks. They often gain experience in banking operations, develop communication skills, and may use banking software during their internship. The role typically involves learning about financial services and customer interactions under supervision.

What cities are hiring for Banking Advisor Intern jobs?

Cities with the most Banking Advisor Intern job openings:

What states have the most Banking Advisor Intern jobs?

States with the most job openings for Banking Advisor Intern jobs include:

What are popular job titles related to Banking Advisor Intern jobs?

For Banking Advisor Intern jobs, the most frequently searched job titles are:

Banking Advisor Intern jobs near you
Infographic showing various Banking Advisor Intern job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution.

Investment Banking Analyst

Manhattan, NY • On-site

EGIS Careers
See more jobs at EGIS Careersexternal

$4.0K - $8.0K/mo

Other

This job post has expired today. Applications are no longer accepted.

Key responsibilities

  • Lead execution workstreams across sell-side M&A, buy-side M&A, debt placements, and equity capital raises

  • Build, review, and maintain financial models including three-statement models, DCF, comparable company, precedent transaction, and LBO analyses

  • Prepare and oversee the creation of client-facing marketing materials such as CIMs, management presentations, teasers, investor presentations, and pitch books

Job description

Investment Banking Analyst/Intern

Location: New York, NY (In-Person)

Compensation: $4,000/month-$8,000/month

Employment Type: Full-Time


About the Bank

We are representing an independent investment banking firm focused on advising founder-owned and entrepreneur-led businesses on mergers and acquisitions, capital raising, and strategic advisory engagements. Our clients span a diverse range of industries, with transaction sizes generally ranging from the lower middle market to the middle market. We provide senior-level attention, thoughtful strategic advice, and rigorous execution to business owners navigating critical inflection points in their companies' growth and evolution. Our entrepreneurial culture offers professionals significant responsibility, direct client exposure, and meaningful involvement across every stage of a transaction.


Position Overview

We are seeking a highly motivated Investment Banking Intern to join our New York office with the hopes of converting the Intern into a full-time Analyst before the end of the calendar year. Ideal candidates graduated in May 2025, December 2025 or May 2026. The ideal candidate will have 6+ months of full-time IB Analyst experience or a minimum of two deal-facing, investment banking internships and possess a strong foundation in financial modeling, valuation, transaction execution, and marketing material development. The Intern will play a critical role in leading analytical workstreams, managing junior team members, coordinating transaction processes, and supporting senior bankers in client-facing situations. Candidates should be capable of independently managing substantial portions of live M&A and capital raising engagements while maintaining exceptional attention to detail and client service.


Key Responsibilities

Transaction Execution

  • Lead execution workstreams across sell-side M&A, buy-side M&A, debt placements, and equity capital raises
  • Manage day-to-day transaction processes and coordinate activities among clients, buyers, investors, attorneys, accountants, and other advisors
  • Support due diligence, management presentations, data room management, and transaction negotiations
  • Track transaction milestones and proactively identify and resolve execution issues


Financial Analysis & Valuation

  • Build, review, and maintain sophisticated financial models
  • Three-statement operating models
  • Discounted cash flow (DCF) analyses
  • Comparable company analyses
  • Precedent transaction analyses
  • LBO analyses
  • Accretion/dilution and merger models
  • Debt capacity and capital structure analyses
  • Analyze historical and projected financial performance and identify key value drivers
  • Develop valuation perspectives and transaction recommendations for clients


Marketing Materials

  • Independently prepare and oversee the creation of:
  • Confidential Information Memoranda (CIMs)
  • Management presentations
  • Teasers and executive summaries
  • Investor presentations
  • Pitch books
  • Buyer and investor target lists
  • Ensure all client-facing materials meet the firm's standards for quality, accuracy, and professionalism


Required Qualifications

  • Minimum of two investment banking internships at an investment bank within the United States with deal facing experience ideally within a generalist coverage environment.
  • Available to work full-time hours, in-office, in New York City
  • Demonstrated experience executing M&A and/or capital raising transactions from initiation through closing
  • Advanced proficiency in financial modeling and valuation methodologies


Preferred Qualifications

  • Experience advising founder-owned, family-owned, or entrepreneur-led businesses
  • Exposure to lower middle market and middle market transactions
  • Experience mentoring Analysts and reviewing junior team work product
  • Familiarity with Capital IQ, PitchBook, FactSet, Bloomberg, and other financial databases
  • CPA, CFA, or progress toward professional designation is a plus but not


What We Offer

  • This internship is designed to be a recruitment tool to convert the intern to full-time Analyst within 100 days
  • Competitive base salary commensurate with market


Apply