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Investment Banking Internship jobs at Enterprise Bank - 914 jobs

  • Commercial Credit Intern

    Enterprise Bank & Trust 4.6company rating

    Investment banking internship job at Enterprise Bank

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Commercial Credit Intern Job Description: Are you looking for professional experience at a great company in banking and finance? This might be the opportunity for you! We are looking for a dynamic, energetic intern who is eager to learn about our company in our Commercial Credit department. This nine-week internship helps college students gain meaningful work experience through targeted educational opportunities to develop them as future organizational leaders. Throughout training and development, interns will be encouraged to ask questions and stretch themselves to take their careers to the next level. Apply today for our Summer 2026 Internship Program. Overview The Commercial Credit team supports the entire organization by reviewing daily financials, preparing reports, updating systems, and ensuring borrowing bases are accurate. Their work is vital to keeping processes efficient and compliant while helping Relationship Managers, Analysts, and leadership make informed decisions. Interns in this role will see how credit functions across many areas of the bank and gain exposure to financial reporting, lending processes, and cross-departmental collaboration. Location * Arnold, MO (Hybrid Remote) Key Responsibilities * Assist with daily and monthly financial reporting to see how data informs decisions * Help gather and review information for lending agreements * Work with team members to understand how credit supports many areas of the bank * Assist on special requests and projects Qualifications * Current full-time student enrolled in an accredited undergraduate degree program * Expected graduation date of May 2027 or May 2028 Preferred Skills * Proficiency in Excel and data management * Strong organizational skills * Ability to multitask in a fast-paced environment * Collaborative and detail-oriented Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $27k-33k yearly est. Auto-Apply 60d+ ago
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  • 2027 Investment Associate Internship

    Dodge & Cox 4.9company rating

    San Francisco, CA jobs

    Undergraduate students matriculating between December 2027 and June 2028 are eligible to apply. Role of the Summer Investment Associate The Summer Associate program is a ten-week internship opportunity for rising seniors. Like Dodge & Cox's full-time Research Associates, Summer Associates work directly alongside one of our investment professionals in an apprenticeship role. Organized on an industry basis, teams evaluate investments in companies located around the world. Over the course of the internship, Summer RAs rotate between industry teams to evaluate current and potential investment opportunities. Primary responsibilities include: Collecting and analyzing financial and industry data and metrics. Building and maintaining financial models and databases. Attending meetings with senior management teams and sell-side analysts. Participating in weekly training sessions. Dodge & Cox's well-established reputation often leads companies to seek us out as investors. We routinely host Fortune Global 500 executives at our offices in San Francisco. Qualifications The Summer Investment program targets candidates with exceptional levels of academic achievement from various disciplines. Candidates should have: An excellent academic record and strong standardized test scores. Coursework in accounting and economics, statistics is a plus. Strong quantitative and analytical skills, including experience with Excel, PowerPoint, and Word. Initiative and ability to manage multiple projects simultaneously. Excellent communication skills and desire to work in a team-oriented environment. Demonstrated interest in financial markets and investing. Requirements Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday. The monthly compensation for this position is $10,000. Dodge & Cox provides a relocation package or optional housing for all summer interns. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $10k monthly Auto-Apply 31d ago
  • Public Finance Investment Banking Intern - Hospitality

    Piper Sandler Companies 4.8company rating

    Phoenix, AZ jobs

    At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level. About our Public Finance Group We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here. We are seeking a Public Finance Investment Banking Intern to join the Hospitality team in Phoenix, AZ. About the Sector The Hospitality Finance Group is a team of bankers and analysts dedicated to providing uniquely tailored strategies to assist clients in raising capital for their hospitality-related needs, including new development, redevelopment, refi, recap, acquisition, economic development support and enterprise level projects. Piper Sandler is the only investment banking firm with a group dedicated to this sector that serves our clients' needs in both the conventional debt and equity and the taxable/tax-exempt bond capital markets. The Hospitality Finance Group at Piper has been the leader in this market over the last twenty-eight years, having successfully completed over $20-billion and 60,000-rooms for our hospitality clients nationwide. About the Role Our Public Finance Investment Banking Intern-Analyst offers an opportunity to provide extensive analytical and quantitative support as well as other transaction support to assist senior bankers in providing investment banking services to our clients. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of financial aptitude and will thrive in a fast-paced, highly collaborative team. Please note that this is a full-time (40 hours/week) internship. It is intended to become a full-time Analyst role soon after completion of the internship period. Consideration for a full-time position is dependent upon performance. Responsibilities Developing comprehensive and dynamic quantitative financial models to structure and optimize public, public-private and private transactions Preparing presentations and RFP/RFQ responses for proposals and new business development Prepare marketing materials for conventional debt and equity capital raising processes Preparing analyses on client capital structure, debt capacity and credit profile and researching issuer financial information using public and internal resources Monitoring and tracking of activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends Gathering and maintaining data and research on hospitality industry trends, supply and demand predictions and capital markets Interacting with internal and external financing team members in developing, executing and closing of transactions Assisting in the preparation of bond documents to include credit presentations and summaries, offering and placement memorandums, pricing materials, financing and legal documents, and closing instructions Qualifications Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. Piper Sandler seeks dedicated and motivated individuals possessing demonstrated academic achievement as well as leadership, organizational and teamwork skills. The ability to create innovative solutions, articulate complex ideas and adapt to a rapidly changing environment is essential. A successful candidate will possess the following characteristics: Minimum B.S. or B.A. with major(s) in finance, real estate, hospitality, business, or related fields is preferred 0-2 years of experience preferred. Experience in one or more of the following areas a plus: hospitality, real estate investment and underwriting; hospitality finance and underwriting; investment banking Proactive and analytical approach, ability to process information quickly and make sound decisions within firm time constraints Highly motivated, entrepreneurial mind-set with a high level of intellectual capacity, curiosity, integrity and eagerness to learn Ability to multi-task in a deadline-sensitive environment with strong attention to detail Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively and present ideas or positions in a clear and concise manner Advanced proficiency in Excel and other computer skills, able to utilize new systems or programs as necessary. Working knowledge of DBC Finance is not necessary but preferred Team-oriented, yet able to work independently to contribute towards the development and implementation of strategic initiatives As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting hourly range is $25-30 hourly for individuals expressing interest in this internship. Placement within this range is dependent upon level of experience, location and other factors. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1
    $25-30 hourly Auto-Apply 8d ago
  • 2026 NextGen Summer Internship - Investments - Los Angeles

    Hudson Pacific Properties Inc. 4.5company rating

    Los Angeles, CA jobs

    At Hudson Pacific Properties, we provide best-in-class office space to the biggest names in tech and media. Through our paid NextGen Internship Program, we are seeking an Investments Intern to join our team for 10 weeks and gain valuable real-world experience by working in-person at Hudson Pacific Properties' headquarters in Los Angeles. As an integral member of the Investments team, you will contribute to day-to-day operations, assist with special projects, and collaborate with cross-functional partners to gain exposure to the inner workings of the company. Are you looking to enhance your learning journey and development with a thriving, forward-thinking company? Join us this summer! * If you are interested in multiple internships, please submit a separate application for each position. What You'll Do * Support the Investments team with day-to-day operations and assist with ongoing departmental projects. * Conduct research, organize data, and prepare reports or presentations as needed. * Collaborate with cross-functional teams to support the department in staying current with market transactions and real estate trends, and the underwriting process. * Learn how to use excel and argus to build cash flow projections used in property valuation * The intern will create an Investment Committee Memo with a full underwriting model as a final project. * Participate in team meetings and contribute creative ideas to enhance department goals. * Complete a final Summer Showcase presentation outlining what you've learned and worked on during your internship and present to fellow interns and team members. * Ad hoc duties as assigned. What You'll Need * Applicants must have recently completed (within the last 2 years) or be currently enrolled in an applicable college-level or trade school program. * Applicants must submit a resume and cover letter. Your cover letter must clearly indicate your desired location & department(s) of interest, availability, and outline how your major, prior work experience, and/or career goals apply. * Preferred: * Understanding or experience with real estate underwriting. * Basic proficiency in Microsoft Excel. * Basic understanding of the real estate industry and concepts. Additional Information * The application deadline: January 30th, 2026 * Notification of Acceptance: Week of March 9th, 2026 * Internship Start Date: June 15th, 2026 * Duration: 10 Weeks * Pay Rate: $23.00 an hour USD * Accommodation for travel, room, and board will not be provided and will be the sole responsibility of the intern. If you are interested in interning at Sunset Studios, please click here. If you are interested in interning at Quixote Studios, please click here. About Us Our story is simple: we're a real estate company focused on epicenters of innovation for media and tech. That was our Chairman and CEO Victor Coleman's vision when he founded the company in 2006. He began building a seasoned team, purchased two Hollywood studio lots, and dramatically expanded our California office footprint by taking the company public in 2010. Today, from our Los Angeles headquarters, to Silicon Valley, to San Francisco, to Seattle, to Vancouver and beyond, we own, transform, build and operate marquee office and studio properties. Fortune 500, premier growth companies and groundbreaking start-ups, with an emphasis on those in the media and tech industries, call these properties home. Our expertise and our industry relationships enable us to access markets and assets ahead of the curve. We concentrate on where the talent is and wants to be-just like our tenants and clients. We work closely with them to find and create the perfect environment, and to provide the services that enable their employees to thrive. We build, we create value and we're always looking towards what's next. Hudson Pacific Properties is proud to be an Equal Opportunity/Affirmative Action employer. Individuals seeking employment are considered without regards to race, ethnicity, color, creed, religion, sex, sexual orientation, marital status, age, disability, gender identity or expression, genetic information, national origin, protected veteran status or any other classification protected by law.
    $23 hourly Auto-Apply 13d ago
  • Investment Banking - Healthcare - Analyst

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    JobID: 210608034 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $110,000.00-$135,000.00 We are seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in the Healthcare in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities * Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) * Working with J.P. Morgan product and sector teams * Building and using complex financial models, completing valuation and analytical exercises * Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills * One year of prior work experience in an investment banking front office, or related, role. * Strong accounting, finance, quantitative and business writing skills. * Bachelors' degree in Finance, Economics, Business Administration, or a related field * Understanding of the transaction cycle and the steps in the process and is execution oriented. * Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
    $110k-135k yearly Auto-Apply 60d+ ago
  • Investment Banking - Mergers & Acquisitions - Analyst

    Jpmorgan Chase 4.8company rating

    San Francisco, CA jobs

    We are seeking an experienced Analyst to join our industry-leading M&A team. As an Analyst in M&A, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. **Job Responsibilities** + Executing Transactions: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.) + Working with J.P. Morgan product and sector teams + Building and using complex financial models, completing valuation and analytical exercises + Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue + Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics **Required qualifications, capabilities, and skills** + 1+ years prior work experience: + in an investment banking front office role + in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence) + Strong accounting, finance, quantitative and business writing skills. + Bachelor's degree + Understanding of the transaction cycle and the steps in the process and is execution oriented. + Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. + Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Francisco,CA $110,000.00 - $135,000.00 / year
    $110k-135k yearly 60d+ ago
  • 2027 Global Investment Banking Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    JobID: 210691542 JobSchedule: Full time JobShift: : Spend your summer working alongside industry-leading professionals who contribute to high-profile transactions and drive growth within a leading global investment bank. Our industry and product teams provide sound advice, facilitate access to capital, and make vital connections, all while helping our clients achieve their goals. About the Program As a Global Investment Banking Summer Analyst you'll join an industry or product team where your diverse perspective will help drive innovation for our clients. In this nine-week program, you'll receive comprehensive training, hands-on learning opportunities, continuous mentoring and feedback, and development opportunities through meaningful projects that challenge you and build your skills. Joining us means you'll become part of our inclusive team and culture, unified by the firm's mission and commitment to success. Based on individual performance, those who successfully complete the program may receive offers to return full time the following year. Job Responsibilities * Analyze market data, build detailed financial models, and prepare client presentations for mergers and acquisitions, leveraged buyouts, and capital markets advisory * Participate in client transactions-including mergers and acquisitions and capital markets deals-from initial pitch through to closing, working closely with senior leaders * Develop innovative solutions to address complex, real-world business challenges * Learn how we support the growth of our clients and communities * Strengthen your technical skills in corporate finance Placement Opportunities by City and Group You'll have the opportunity to work in one of our major U.S. offices, each offering unique exposure to different industry sectors and product groups. Possible placements include: * New York City: All groups (except Latin America Advisory and Sustainable Solutions; please apply separately) * San Francisco: Equity Capital Markets, Healthcare, Mergers & Acquisitions, Technology * Chicago: Diversified Industries, Mergers & Acquisitions, Mid-Cap * Los Angeles: Consumer & Retail, Mid-Cap * Houston: Natural Resources * Dallas: Mid-Cap * Boston: Technology You can learn more about all of our Investment Banking groups here. Required Qualifications, Capabilities and Skills * Fluency in English * Fluency means the ability to easily read, write, speak, and comprehend spoken English * Expected graduation date between December 2027 and June 2028 from a bachelor's or master's program * Master's candidates must complete their degree within two years of receiving a bachelor's degree * Minimum cumulative GPA of 3.6 on a 4.0 scale * Authorization to work in the U.S. * To be eligible for this program, you must be authorized to work in the U.S. We offer limited sponsorship for those enrolled in STEM degree programs that are heavily indexed in finance. Preferred Qualifications, Capabilities and Skills * Demonstrated energy and commitment to building a career in investment banking * Strong analytical, accounting, finance, quantitative, and financial modeling skills * Intermediate proficiency in Microsoft Office (Excel, PowerPoint, Outlook, etc.) * Excellent communication skills and ability to interact effectively with senior professionals, clients, and key stakeholders * Self-directed, highly motivated, and able to work independently as well as part of a dynamic team * Adaptability, flexibility, and resilience in fast-paced environments We will be filling our classes on a rolling basis and strongly encourage you to apply as early as possible before job postings close. About You A strong interest in investment banking is essential, as are analytical and quantitative abilities. Flexibility to thrive in a dynamic, collaborative environment is also important. Attention to detail, resilience under pressure, and a well-rounded academic background are highly valued. And while a degree in Finance, Business or Economics is not required, a solid level of numeracy is essential. Beyond academics, we value the unique qualities, interests, and achievements that make you who you are. Your initiative, creativity, and perspective are what set you apart and contribute to our team's success. About Us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue within 48 hours. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. You must complete the HireVue video interview within 7 days for your application to be considered further. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2025 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
    $82k-120k yearly est. Auto-Apply 3d ago
  • Investment Banking - Mergers & Acquisitions - Analyst

    Jpmorganchase 4.8company rating

    San Francisco, CA jobs

    We are seeking an experienced Analyst to join our industry-leading M&A team. As an Analyst in M&A, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities Executing Transactions: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.) Working with J.P. Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills 1+ years prior work experience: in an investment banking front office role in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence) Strong accounting, finance, quantitative and business writing skills. Bachelor's degree Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently
    $82k-120k yearly est. Auto-Apply 60d+ ago
  • Investment Banking - Technology - Analyst

    Jpmorganchase 4.8company rating

    San Francisco, CA jobs

    We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) Working with J.P. Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills Minimum 1 year work experience in investment banking and/or front-office related role Bachelor's degree in Accounting, Economics, Finance or related field Strong accounting, finance, quantitative and business writing skills Understanding of the transaction cycle and the steps in the process and is execution oriented Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business Self-directed, highly motivated, and able to work independently
    $82k-120k yearly est. Auto-Apply 60d+ ago
  • Investment Banking - Technology - Analyst

    Jpmorgan Chase 4.8company rating

    San Francisco, CA jobs

    We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. **Job Responsibilities** + Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) + Working with J.P. Morgan product and sector teams + Building and using complex financial models, completing valuation and analytical exercises + Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue + Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics **Required qualifications, capabilities, and skills** + Minimum 1 year work experience in investment banking and/or front-office related role + Bachelor's degree in Accounting, Economics, Finance or related field + Strong accounting, finance, quantitative and business writing skills + Understanding of the transaction cycle and the steps in the process and is execution oriented + Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business + Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Francisco,CA $110,000.00 - $110,000.00 / year
    $110k-110k yearly 60d+ ago
  • Bank Internship

    Southeastern Bank 4.0company rating

    Brunswick, GA jobs

    Internship Description Southeastern Bank Internships are primarily for students between their junior and senior years of college, enrolled in a business oriented curriculum, such as finance, accounting, management or management information systems. Program details: A key part of this program is to facilitate hands-on experiences for business students. We are presenting these internships to students as a professional-level work experience that will prepare them for a career in banking. Internships may be rotational, with interns spending their time in multiple roles and departments, or focused on a specific role throughout the internship. Internships are available in various bank departments to include: Branch Operations, Deposit Operations, Credit/Loan Operations, Accounting and Compliance. The internships generally will be 10-15 weeks in duration beginning in May and ending in August. The internships will provide a paid opportunity to gain valuable work experience and possibly obtain academic credits toward graduation. Southeastern Bank is an Equal Opportunity Employer ************************ Requirements Eligibility Criteria for Bank Internship: Enrolled college junior or senior business majors with a 3.0 GPA or better. Excellent verbal and written communication skills. Highly developed interpersonal skills. Ability to work well in a team-based environment. Proficient computer and analytical skills. Ability to travel to different branch or department locations as needed. Ability to work 25-30 hours per week.
    $55k-84k yearly est. 56d ago
  • Internship: Investment Solutions (Summer 2026)

    Wilshire 3.8company rating

    Santa Monica, CA jobs

    As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking incoming interns to join our Manager Research team for Summer 2026. As part of the investment team, you will deepen your knowledge of markets, managers, and investment processes, contributing directly to research and analysis that drives client outcomes. The application deadline is January 23, 2026. What You'll Do: * Participate as a contributing member of the manager research team in the evaluation and selection of third-party managers, specializing in either traditional or alternative asset classes. * Aid in maintaining research databases and ensuring data accuracy. * Assist with the drafting of investment memos for fund investments, co-investments, and secondary transactions. * Support senior analysts and portfolio managers in analyzing investment opportunities and trends. * Prepare summary presentations and research materials for internal and external use. Qualifications * Working toward a bachelor's degree in Economics, Finance, Business, or a related field (graduation between 12/2026 and 6/2027). * Previous internship or academic research experience in finance, investment banking, or consulting a plus. * Exceptional analytical and problem-solving skills (quantitative and qualitative). * High proficiency in Microsoft Excel and Office Suite. * Strong written and verbal communication skills. * Detail-oriented, organized, and able to manage multiple priorities efficiently. * Proactive and able to work both independently and collaboratively. Additional Information * This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or Broomfield office * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************. #LI-Hybrid
    $25 hourly 20d ago
  • 2027 Global Investment Banking Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Los Angeles, CA jobs

    JobID: 210691542 JobSchedule: Full time JobShift: : Spend your summer working alongside industry-leading professionals who contribute to high-profile transactions and drive growth within a leading global investment bank. Our industry and product teams provide sound advice, facilitate access to capital, and make vital connections, all while helping our clients achieve their goals. About the Program As a Global Investment Banking Summer Analyst you'll join an industry or product team where your diverse perspective will help drive innovation for our clients. In this nine-week program, you'll receive comprehensive training, hands-on learning opportunities, continuous mentoring and feedback, and development opportunities through meaningful projects that challenge you and build your skills. Joining us means you'll become part of our inclusive team and culture, unified by the firm's mission and commitment to success. Based on individual performance, those who successfully complete the program may receive offers to return full time the following year. Job Responsibilities * Analyze market data, build detailed financial models, and prepare client presentations for mergers and acquisitions, leveraged buyouts, and capital markets advisory * Participate in client transactions-including mergers and acquisitions and capital markets deals-from initial pitch through to closing, working closely with senior leaders * Develop innovative solutions to address complex, real-world business challenges * Learn how we support the growth of our clients and communities * Strengthen your technical skills in corporate finance Placement Opportunities by City and Group You'll have the opportunity to work in one of our major U.S. offices, each offering unique exposure to different industry sectors and product groups. Possible placements include: * New York City: All groups (except Latin America Advisory and Sustainable Solutions; please apply separately) * San Francisco: Equity Capital Markets, Healthcare, Mergers & Acquisitions, Technology * Chicago: Diversified Industries, Mergers & Acquisitions, Mid-Cap * Los Angeles: Consumer & Retail, Mid-Cap * Houston: Natural Resources * Dallas: Mid-Cap * Boston: Technology You can learn more about all of our Investment Banking groups here. Required Qualifications, Capabilities and Skills * Fluency in English * Fluency means the ability to easily read, write, speak, and comprehend spoken English * Expected graduation date between December 2027 and June 2028 from a bachelor's or master's program * Master's candidates must complete their degree within two years of receiving a bachelor's degree * Minimum cumulative GPA of 3.6 on a 4.0 scale * Authorization to work in the U.S. * To be eligible for this program, you must be authorized to work in the U.S. We offer limited sponsorship for those enrolled in STEM degree programs that are heavily indexed in finance. Preferred Qualifications, Capabilities and Skills * Demonstrated energy and commitment to building a career in investment banking * Strong analytical, accounting, finance, quantitative, and financial modeling skills * Intermediate proficiency in Microsoft Office (Excel, PowerPoint, Outlook, etc.) * Excellent communication skills and ability to interact effectively with senior professionals, clients, and key stakeholders * Self-directed, highly motivated, and able to work independently as well as part of a dynamic team * Adaptability, flexibility, and resilience in fast-paced environments We will be filling our classes on a rolling basis and strongly encourage you to apply as early as possible before job postings close. About You A strong interest in investment banking is essential, as are analytical and quantitative abilities. Flexibility to thrive in a dynamic, collaborative environment is also important. Attention to detail, resilience under pressure, and a well-rounded academic background are highly valued. And while a degree in Finance, Business or Economics is not required, a solid level of numeracy is essential. Beyond academics, we value the unique qualities, interests, and achievements that make you who you are. Your initiative, creativity, and perspective are what set you apart and contribute to our team's success. About Us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue within 48 hours. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. You must complete the HireVue video interview within 7 days for your application to be considered further. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2025 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
    $79k-113k yearly est. Auto-Apply 3d ago
  • 2027 Commercial & Investment Bank Risk Management Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Los Angeles, CA jobs

    JobID: 210690781 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$100,000.00; Chicago,IL $90,000.00-$90,000.00; Los Angeles,CA $100,000.00-$100,000.00 Join our team of industry experts to manage risk for our global businesses and collaborate with professionals across the firm. As an intern, you'll be part of a supportive team where your perspective is valued, helping to innovate products for our clients. You'll receive training, mentorship, and engaging projects to develop your expertise. As a risk manager in our Commercial & Investment Bank (CIB), you'll help manage our financial reputation and regulatory performance, work across the business to shape decisions, influence models, and interface with regulators. Understanding, mitigating, and managing risk is central to our business and critical to our success. The nine-week summer program begins with an orientation and training session in New York. Expert instructors and JPMorganChase professionals will guide you through our history, products, and the intellectual property that serves our clients. You'll learn skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. You'll build your technical and practical knowledge on-the-job with opportunities in one of the following groups: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY; Plano, TX; Dallas, TX; Houston, TX; Chicago, IL; Los Angeles, CA * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY * Chief Investment Office, Treasury and Corporate (CTC) Risk Team: Manage the risk of the retained portfolio generated from CTC businesses, including Market Risk, Credit Risk, Reputational Risk, Country Risk, Principal Risk, and Model Risk. CTC Risk is also responsible for the independent risk management of Firmwide Liquidity Risk, Interest Rate Risk, and Capital Risk. Locations: New York, NY Job Responsibilities * Perform analysis/due diligence on counterparties/products * Monitor risk sensitivities across the portfolio * Build financial models * Contribute to analytical exercises in response to global events * Prepare reports with recommendations for senior management * Evaluate market movements that could impact the firm You'll have the chance to: * Learn about risk at a premier global investment bank * Develop skills to thoroughly assess and evaluate risks * Understand the role of integrity and transparency in dealing with regulators, clients, and business stakeholders * Collaborate across the organization to solve problems proactively, including inquiries from clients, regulators, and stakeholders Required qualifications, capabilities, and skills * Attend college/university in the U.S. * Minimum cumulative GPA of 3.2 on a 4.0 scale. * Expected graduation date of December 2027 through June 2028 from bachelor's or master's program * If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) * Exceptional quantitative, analytical, project management, and communication skills * Strong initiative, energy, and confidence in a fast-paced, collaborative environment * Proficiency in Excel and Word; fluency in English Preferred Qualifications * Coursework in finance, economics, or accounting a plus We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume help us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you submit your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 3d ago
  • Experienced Analyst - Investment Banking, Industrials

    Guggenheim Partners 4.2company rating

    Los Angeles, CA jobs

    Guggenheim Securities * Guggenheim Securities ("GS") is seeking an exceptional experienced Analyst to join its Global Industrials Group Investment Banking team in Los Angeles. The Industrials group is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Analysts play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Candidates must be focused on earning a promotion to Associate upon completion of the Analyst program and becoming a top performer with the intention of developing a long-term banking career. Essential Job Functions * Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants * Assist in the design and development of complex financial models and valuation analysis * Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks * Perform client due diligence, prepare information memoranda and other transaction-related documentation * Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm * Conduct competitive research, including identifying sector and industry trends * Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership Preferred Qualifications * Minimum of 1 year of investment banking or equivalent M&A experience * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities Basic Qualifications * Requires a minimum of a Bachelor's degree * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the Los Angeles office at least 4 days per week. Salary * Annual base salary between $110,000 and $135,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For applicants applying to our California offices, we will consider for employment qualified applicants with arrest and conviction records in accordance with applicable local ordinances. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
    $110k-135k yearly Auto-Apply 60d+ ago
  • Investment Banking 2027 Summer Analyst

    Union Square Advisors 4.2company rating

    San Francisco, CA jobs

    Job Description The Internship Program at Union Square Advisors provides candidates with an unparalleled opportunity to gain deep domain expertise in mergers and acquisitions (M&A) and capital raising within the technology sector. Interns, or “Summer Analysts,” will support teams on live deals through both quantitative and qualitative assignments, in addition to conducting in-depth industry and company-specific research. We are targeting undergraduate applicants with an expected graduation date of Spring 2028. Formal interviews will begin in January 2026. Responsibilities Perform Business and Financial Analyses: Research and analyze financial and operational data related to companies and industries. Perform complex financial modeling and valuation analyses as part of client/industry evaluations. Collaborate with full-time analysts to complete necessary analyses for live engagements and participate in client calls and due diligence discussions. Create trend analyses of financial performance for client presentations. Complete a summer project where the candidate will “pitch” a potential client opportunity to senior bankers at Union Square Advisors. Provide Management Support: Present analytical findings to deal teams. Develop written internal and external marketing materials. Improve and maintain internal infrastructure projects and databases. Assist the coverage team in the development of presentations for potential mandates. Qualifications Currently pursuing an undergraduate degree, with academic coursework in finance, economics, or accounting, complemented by outstanding academic achievement. Basic understanding of fundamental financial principles. Proven ability to successfully collaborate in a team setting in a fast-paced, high-demand environment. Excellent analytical and critical thinking skills. Highly developed written and oral communication abilities. Strong interpersonal skills, with the ability to work effectively in a professional setting. Creativity, insightfulness, and resourcefulness in completing assignments in a fast-paced and challenging environment. Meticulous attention to detail and ability to manage multiple projects with a high degree of organization. Self-starter with the ability to independently manage assignments and take ownership of tasks. Strong sense of urgency and a competitive drive to succeed. Maturity and professionalism appropriate for a client-facing role. Proficiency in financial computer applications and database tools, including MS Excel, MS PowerPoint, and MS Office. Experience with research platforms such as CapitalIQ, PitchBook, FactSet, Thomson One, and 451 Research is a plus. About Union Square Advisors Union Square Advisors is a leading technology-focused investment bank offering strategic M&A advice, private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with top public and private technology companies, private equity firms, venture capitalists, and family offices. Our expertise spans many aspects of the technology landscape, including enterprise software and infrastructure, fintech, healthcare IT, internet and digital media, e-commerce, consumer software, AIoT and industrial technology, among other key segments. Since inception, Union Square Advisors has advised on more than 195 strategic transactions valued at over $120 billion. For more information, please visit ******************* Powered by JazzHR xMjdapyDh9
    $113k-170k yearly est. 27d ago
  • 2027 Investment Banking Summer Analyst

    William Blair 4.9company rating

    Georgia jobs

    William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity.
    $74k-98k yearly est. Auto-Apply 28d ago
  • Investment Banking Analyst, Generalist - Los Angeles

    Moelis & Company 4.9company rating

    Los Angeles, CA jobs

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our financial advisory practice in Los Angeles. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary: $110,000-$125,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $110k-125k yearly Auto-Apply 29d ago
  • Investment Banking Analyst, Technology - San Francisco

    Moelis & Company 4.9company rating

    San Francisco, CA jobs

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our Technology financial advisory team in San Francisco. Moelis & Company Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: 1+ years of professional experience (ideally in Investment Banking) Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: USD $110,000 - $135,000 Complete the Suited Assessment. This is a requirement for the application process. Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process. To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $110k-135k yearly Auto-Apply 29d ago
  • Investment Banking Analyst, Technology - New York City

    Moelis & Company 4.9company rating

    San Francisco, CA jobs

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our Technology financial advisory team in New York City. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $110,000 - $135,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $110k-135k yearly Auto-Apply 36d ago

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