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Fintech • Financial Services
Participate in a 10-week investment banking summer associate program supporting live client engagements, strategic transactions, and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing pitch books and client materials, supporting diligence and transaction execution, attending client meetings, and collaborating with senior bankers. The program provides training, mentorship, networking, and feedback for MBA students between their first and second years.
Top Skills:
Finra Series 63Finra Series 66Finra Series 79Finra SieExcelMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Supports investment banking transactions and capital raising by building valuation models, conducting company and industry research, preparing client presentations, coordinating deal-team workstreams, participating in diligence and client meetings, and supporting senior bankers and junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and financial modeling, followed by live deal execution and client advisory responsibilities.
Top Skills:
Finra Series 63Finra Series 66Finra Series 79Finra SieExcelMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Reviews and analyzes supervisory controls for high-risk investment strategies and complex products. Advises on policies, procedures, compliance, risk management, and process improvements; identifies trends through data analysis; presents recommendations; and collaborates with financial advisors, managers, compliance teams, and business units. The role requires FINRA supervisory licensing, regulatory compliance, independent judgment, and travel up to 25 percent.
Fintech • Financial Services
Supports corporate and institutional clients through investment banking transactions and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing client presentations, coordinating deal teams, participating in diligence and client meetings, leading workstreams, and supporting junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, followed by live deal execution and advisory work.
Top Skills:
Finra Series 63Finra Series 79Finra SieExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Ten-week investment banking summer associate program for first-year MBA students. Associates support live client engagements through valuation modeling, transaction execution, company and industry research, diligence, client meetings, and pitch presentations. The role provides training, mentorship, networking, and exposure to product or industry groups while developing technical and professional investment banking skills.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
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Fintech • Financial Services
The 10-week Investment Banking Summer Associate Program supports live client engagements across product and industry groups. Responsibilities include building valuation models, conducting company and industry research, preparing pitch materials, supporting transaction execution, participating in diligence and client meetings, and collaborating with senior bankers. The program is intended for MBA students between their first and second years and includes training, mentorship, networking, and project-based learning.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Supports corporate and institutional clients through investment banking transactions and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing client materials and pitch presentations, participating in diligence and client meetings, leading transaction workstreams, coordinating across deal teams, and supporting junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, plus required FINRA licensing.
Top Skills:
ExcelFinra Series 63Finra Series 66Finra Series 79Finra SieMS OfficePowerPointWord
Fintech • Financial Services
Supports live investment banking transactions and capital raising through valuation modeling, company and industry research, transaction execution, client presentations, diligence, and deal-team coordination. Associates lead workstreams, prepare client deliverables, participate in client meetings, collaborate across sectors and geographies, and mentor junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, plus preparation for FINRA licensing exams.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Supports live investment banking transactions and capital raising engagements through valuation modeling, company and industry research, transaction execution, client materials, pitch presentations, diligence, and coordination across deal teams. Associates lead workstreams, collaborate with senior bankers and clients, support strategic advisory initiatives, and help develop junior team members. The program includes six weeks of training and requires completion of FINRA licensing exams within 90 days if not already held.
Top Skills:
Finra Series 63Finra Series 79Finra SieExcelMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Participate in a 10-week investment banking summer associate program supporting live client engagements. Build valuation models, conduct company and industry research, prepare pitch presentations and client materials, participate in diligence and client meetings, and collaborate with senior bankers on strategic transactions and capital raising. Candidates receive training, mentorship, coaching, and feedback while developing investment banking, analytical, communication, and teamwork skills.
Top Skills:
Finra Series 63Finra Series 66Finra Series 79Finra SieExcelMicrosoft PowerpointMicrosoft Word
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