1

Investment Summer Analyst Jobs (NOW HIRING)

AQR Capital Management AQR is a global investment firm built at the intersection of financial ... Our Summer Analysts experience life as a Researcher, which may include studying financial markets ...

AQR Capital Management AQR is a global investment firm built at the intersection of financial ... Our Summer Analysts experience life as a Researcher, which may include studying financial markets ...

Showing results 21-40

Investment Summer Analyst information

See salary details

$35K

$85.8K

$133K

How much do investment summer analyst jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment summer analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What is the difference between Investment Summer Analyst vs Investment Banking Analyst?

AspectInvestment Summer AnalystInvestment Banking Analyst
DurationTypically 8-12 weeks during summerFull-time, usually 2+ years
ResponsibilitiesSupporting deal teams, financial modeling, researchExecuting transactions, client presentations, detailed financial analysis
CredentialsUndergraduate or MBA students, relevant courseworkUndergraduate degree, often pursuing finance or related fields
Work EnvironmentIntensive, team-based, internship settingFast-paced, high-pressure, full-time role

While both roles involve financial analysis and deal support, Investment Summer Analysts are interns gaining exposure during summer programs, whereas Investment Banking Analysts are full-time employees responsible for executing transactions and client work.

What is an investment summer analyst?

An Investment Summer Analyst is a temporary, typically undergraduate-level intern who works at an investment bank, asset management firm, or similar financial institution during the summer. Their main responsibilities include conducting financial analysis, creating presentations, researching companies and industries, and supporting senior analysts and associates on live deals and projects. The position offers hands-on exposure to the finance industry and often serves as a pipeline to full-time analyst roles after graduation.

What are the key skills and qualifications needed to thrive as an investment summer analyst, and why are they important?

To thrive as an Investment Summer Analyst, you need strong analytical skills, financial modeling abilities, and a solid understanding of economics or finance, often supported by progress toward a relevant degree. Familiarity with tools such as Excel, Bloomberg Terminal, and financial databases, as well as knowledge of valuation techniques, is typically expected. Attention to detail, effective communication, and the ability to work collaboratively in high-pressure environments are standout soft skills. These capabilities are critical for producing accurate analyses, making informed recommendations, and contributing effectively to deal teams in a fast-paced financial setting.

What types of projects and responsibilities can an investment summer analyst expect during their internship?

As an Investment Summer Analyst, you can expect to work on a variety of projects such as financial modeling, company and industry research, preparing pitch books, and supporting deal execution. You'll typically collaborate closely with senior analysts and associates, gaining hands-on exposure to real transactions and client meetings. The fast-paced environment often requires juggling multiple tasks and meeting tight deadlines, but you'll receive mentorship and feedback that are invaluable for career growth. This role is an excellent opportunity to develop technical skills, build your professional network, and gain insight into the investment banking industry.

How much does an investment summer analyst make?

An investment summer analyst typically earns between $20,000 and $40,000 for the summer internship period, with compensation often including a base stipend and sometimes bonuses. Pay varies by firm, location, and candidate experience, and internships usually last 8 to 12 weeks, providing valuable industry exposure and networking opportunities.
More about Investment Summer Analyst jobs
What cities are hiring for Investment Summer Analyst jobs? Cities with the most Investment Summer Analyst job openings:
What states have the most Investment Summer Analyst jobs? States with the most job openings for Investment Summer Analyst jobs include:
Infographic showing various Investment Summer Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 32% Full Time, 58% Part Time, 1% Temporary, 7% Contract, and 1% Summer. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

2027 Investment Banking Summer Analyst Consumer Charlotte, NC

Raymond James Financial, Inc.

Charlotte, NC โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


Job description

Job Description Summary
An individual contributor with recognized skills in a specialized role in the field of Investment Banking.
Job Description
Capital Markets & Advisory (CMA) Summer Analyst
Raymond James Overview
One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Summary
Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.
Essential Duties and Responsibilities
  • Develop financial models to assess debt and equity financing alternatives for transactions.

  • Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies.

  • Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.

  • Research, analyze, present and document drafting elements of a developing transaction.

  • Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.

  • Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.

  • Maintain group databases as requested for research and analysis.

  • Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

Qualifications - External
Knowledge of:
  • Fundamental concepts, practices, and procedures of Investment Banking.

  • Fundamental investment concepts, practices and procedures used in the securities industry.

  • Concepts, practices and procedures of Tax and Accounting.

  • Financial markets and products.

Skill in:
  • Communicating effectively, both orally and in writing.

  • Analytical skills sufficient to assess and explain events in the market.

  • Problem solving and solution design skills.

  • Thinking independently and developing ideas and strategies.

  • Utilizing technology and systems to produce reports, communications and presentations.

Ability to:
  • Gather information, identify linkages and trends, and apply findings to reports.

  • Attend to detail while maintaining a big picture orientation.

  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.

  • Think independently on matters of significance in order to market ideas.

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Establish and maintain effective working relationships at all levels of the organization.

  • Utilize judgment and discretion to work independently as well as collaboratively within a team environment.

  • Assume full responsibility and accountability for own actions.

  • Demonstrate uncompromising adherence to ethical principles.

  • Be proactive and demonstrate readiness and ability to initiate action.

Education/Previous Experience:
  • Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

  • Currently enrolled in an accredited undergraduate degree program.

OR ~
  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • None required.

Education
High School (HS)
Work Experience
General Experience - 4 to 6 months
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
โ€ข Grow professionally and inspire others to do the same
โ€ข Work with and through others to achieve desired outcomes
โ€ข Make prompt, pragmatic choices and act with the client in mind
โ€ข Take ownership and hold themselves and others accountable for delivering results that matter
โ€ข Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-KL1