Internship Series 79 Jobs (NOW HIRING)

ABOUT THE ROLE:

TheInvestment BankingAnalyst II is responsible for supporting the execution of complex financial transactions and strategic initiatives within Corporate & Investment Banking.This role involves advanced financial modeling, credit analysis, and due diligence activities to support deal teams in underwriting, structuring, and presenting client solutions. TheInvestment BankingAnalyst II is expected todemonstrateincreasing autonomy, contribute to idea generation, and support senior bankers in client engagement and transaction execution.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Apply accounting, corporate finance, credit, and capital markets concepts to support transaction analysis and execution.

• Develop a strong working knowledge of various legal documents governing transactions.

• Build and refine financial models to assess company performance, credit trends, and transaction viability.

• Conduct initial and ongoing due diligence, including credit research, comparable debt analysis, and ratings assessments.

• Perform accounting, business, and legal due diligence for new and existing clients.

• Analyze financial statements and market data to support credit and corporate finance evaluations.

• Prepare client-facing materials including pitch books, market updates, and transaction summaries.

• Synthesize large volumes of financial and qualitative data to support strategic recommendations and client solutions.

• Distribute market commentary, economic updates, and pricing information to internal and external stakeholders.

• Developproficiencyin third-party financial platforms andmaintaininternal databases used by the business.

• Manage multiple concurrent projects and priorities with oversight from associates and senior bankers.

• Communicate project status, timelines, and deliverables effectively across deal teams.

• Support internal initiatives related to process improvement, data integrity, and operational efficiency.

• Provide informal mentorship to Analyst I team members, offering guidance on technical skills, modeling best practices, and professional development.

• Perform other duties as assigned, adapting to evolving business needs and team priorities.

MINIMUM REQUIREMENTS:

• Bachelor's degree in Finance, Accounting, Economics, ora relatedfield.

• 1-3years of relevant experience in investment banking.

• Demonstrated academic or professional exposure to financial analysis and corporate finance concepts.

• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses.

• Strongproficiencyin Microsoft Excel and PowerPoint.

REQUIRED SKILLS:

Qualified candidates will bring emerging professionalproficiency,generallyacquiredthrough1-3years of relevant work or internship experience in finance, accounting, or a related field.

• Advanced analytical and quantitative skills with the ability to interpret complex financial data.

• Proficiencyin financial modeling and presentation development.

• Strong written and verbal communication skills for internal and client-facing deliverables.

• Ability to manage competing priorities in a fast-paced, deadline-driven environment.

• High attention to detail and strong organizational capabilities.

• Ability to work independently and collaboratively within deal teams.

• Familiarity with financial databases and platforms (e.g., Bloomberg, Capital IQ).

Please refer to the "Skills for Success" section to learn how to stand out as an applicant.

SKILLS FOR SUCCESS:

Successful candidates willdemonstratea higher degree ofproficiency(typically from 1-3 years of practical experience or advanced academic exposure) across the following areas:

• Financial Modeling: Ability to build and interpret complex models for valuation, credit analysis, and transaction structuring.

• Due Diligence: Experience conducting thorough financial, legal, and operational reviews to assess transaction risk and viability.

• Market Research: Skilled in sourcing and synthesizing market data, economic indicators, and comparable transactions.

• Client Communication: Capable of preparing and delivering high-quality materials tailored to client needs and businessobjectives.

• Technology Proficiency: Comfortable navigating third-party platforms and internal systems to support deal execution and reporting.

• Team Development: Willingness to support junior team members through informal mentorship, knowledge sharing, and collaborative problem-solving.

DOING THE RIGHT THING:Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.